Commercial Insurance Account Manager

L5

ableforceBoynton Beach, FL3 days ago
This is a fully onsite position in Raleigh, NC with an established yet rapidly growing agency. No relocation assistance is available.
Main Duties & Responsibilities: - Manage and service a book of commercial lines accounts, acting as the primary point of contact for business clients throughout the policy lifecycle.- Assess each client's business operations, risk exposures, and coverage needs to develop tailored insurance solutions across a broad range of commercial products.- Market accounts to carriers, negotiate terms, and present coverage options that align with client goals and budgets.- Process policy changes, renewals, certificates of insurance, and other account service requests accurately and on time.- Build and maintain strong client relationships, conducting regular check-ins and coverage reviews to ensure ongoing satisfaction and retention.- Identify opportunities to round out accounts with additional coverages and introduce clients to relevant products and services.- Collaborate with producers and internal team members to support new business submissions and ensure smooth account onboarding.- Maintain accurate and up-to-date client records in the agency management system. Skills & Requirements:- Active Property & Casualty insurance license required.- 1+ year of experience in commercial lines account management or a similar client-facing insurance role.- Familiarity with a range of commercial insurance products including general liability, commercial property, workers' compensation, business auto, and umbrella policies.- Experience working with multiple carriers and an understanding of how to market and place accounts effectively.- Proficiency with agency management systems; experience with Applied Epic, Hawksoft, or similar platforms is a plus.- Strong organizational skills with the ability to manage a high volume of accounts and competing deadlines.- Clear and professional communication skills, both written and verbal.- Client-first mindset with a genuine interest in helping business owners protect what they've built.
Apply now
Apply now

Level

SeniorL5

Location

Boynton Beach, FL

Occupation

Insurance Sales Agents

Industry

Insurance Agencies and Brokerages

Posted

3 days ago

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