Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Vision insurance
Position Summary
Join a growing, high-performance insurance agency where you’ll take ownership of an established book of high-value commercial clients and play a direct role in driving retention, client success, and organic growth.
We are seeking a highly motivated Account Manager to manage and grow a portfolio of high-value clients. This role will act as a trusted advisor to business clients, guiding coverage strategy, strengthening relationships, and growing accounts over time.
The Account Manager will be supported by a collaborative team of Producers, CSRs, and carrier partners, allowing you to focus on your client relationships and strategic account management.
Key Responsibilities
Client Relationship Management
Serve as the primary point of contact for a portfolio of high-value clients
Build and strengthen strong relationships with key decision-makers
Conduct proactive client reviews to assess coverage, risk, and evolving business and insurance needs
Deliver proactive communication and consultative strategic service
Renewal & Retention Strategy
Lead and manage the renewal process for your assigned book of accounts
Evaluate coverage, pricing, and carrier markets for best service and value to the client.
Develop and execute renewal strategies in coordination with producers and carriers
Consistently achieve 95%+ retention rate
Resolve complex client issues quickly and professionally
Account Growth & Development
Expand existing client relationships through additional product and service offerings across multiple lines of business
Identify opportunities to broaden services and coverage within the existing client portfolio
· Contribute to organic growth initiatives through strategic management of current client relationships to achieve growth targets of 105%+
Technical Expertise & Advisory
Maintain strong knowledge of commercial insurance products and markets
Analyze policies and recommend appropriate risk management solutions
Stay informed on market and industry trends, carrier appetite, and coverage innovations
Provide consultative support to help clients evaluate risks and make informed decisions for their business goals and risk management needs.
Operational Responsibilities
Maintain accurate documentation in agency management systems
Ensure compliance with internal processes, regulatory requirements, and carrier guidelines
Monitor and track performance metrics and service standards
Book of Business Profile
Portfolio includes a mix of VIP and high-value commercial clients
Portfolio Size: ~150 VIP and ~300 high-value relationships
Performance Metrics (KPIs)
95%+ client retention
105%+ organic assigned book growth
Increased account penetration (cross-sell success)
Strong execution and renewal outcomes
Consistent client satisfaction and responsiveness
Accuracy and compliance in documentation
Core Competencies
Client-focused mindset
Strategic thinking and decision-making
Strong organizational and time management skills
Attention to detail and accuracy
Team collaboration and leadership
Professional written and verbal communication
Flexible work from home options available.