Account Manager - Business Insurance (Select)

Accountabilities:

• • Develop and maintain strong, trusted relationships with commercial insurance clients by understanding their needs and delivering responsive, customized service.
  • Create and implement service plans that support client objectives and ensure consistent delivery throughout the insurance lifecycle.
  • Manage the full account service process, including coverage discussions, applications, proposals, renewals, and client communications.
  • Review and interpret complex Property & Casualty insurance policies, applications, proposals, and related documentation to identify coverage requirements and ensure accuracy.
  • Prepare, review, and present renewal proposals to clients through written communications, virtual or in-person meetings, and other appropriate channels.
  • Coordinate and manage the full insurance marketing process, working with carriers and other partners to obtain competitive coverage solutions.
  • Negotiate coverage terms and contracts while balancing client requirements, market conditions, and business objectives.
  • Maintain accurate and complete client records within agency management and other business systems.
  • Collaborate with colleagues and insurance partners to provide a seamless, high-quality client experience.
  • Identify and resolve service issues proactively, managing multiple priorities and deadlines in a high-energy environment.
  • Support client meetings and travel as needed to strengthen relationships and address account needs.

  Requirements:

  • 3+ years of experience in commercial Property & Casualty insurance within an agency or related environment, preferably in an Account Manager or equivalent role.
  • Strong understanding of commercial insurance concepts, coverage structures, policy documentation, applications, proposals, and renewal processes.
  • Demonstrated experience managing the full insurance marketing process and negotiating contracts or coverage terms.
  • Excellent written and verbal communication skills, with the ability to explain insurance concepts clearly and effectively to clients.
  • Strong organizational, time-management, and problem-solving skills, with the ability to manage deadlines and multiple accounts simultaneously.
  • Exceptional attention to detail and accuracy when reviewing policies, applications, proposals, and client information.
  • Proficiency with Microsoft Excel, Word, and agency management systems.
  • Experience with Applied Epic is a plus.
  • A Property & Casualty license is preferred, or the ability to obtain one after hire.
  • Bachelor’s degree in Business, Insurance, or a related field is preferred.
  • Professional insurance designations such as CPCU, CLCS, ARM, or CISR are a plus.
  • Self-motivated and comfortable working independently while contributing positively to a collaborative, fast-paced, high-volume team environment.
  • Willingness to travel for client meetings when required.

  Benefits:

  • Base salary: $64,700–$120,400 annually, depending on experience, skills, education, certifications, location, and other applicable factors.
  • Potential eligibility for performance-based incentives in addition to base compensation.
  • Medical, dental, and vision insurance.
  • 401(k) savings and other retirement programs.
  • Employee assistance programs and wellness resources.
  • Tuition assistance and professional development opportunities.
  • Flexible work arrangement allowing employees to work remotely or from an office based on their schedule and preferences.
  • 20 days of paid time off to start.
  • Paid volunteer day and company-organized volunteer opportunities.
  • Up to $1,000 annually in charitable donation matching.
  • Up to $750 annually in wellness rewards.
  • Inclusive, collaborative workplace culture with opportunities for individual and professional growth.
  • Additional employee perks and workplace amenities.