Commercial Insurance Account Manager
New
C
CoverdashInsurtech
Remote-first role, work from anywhere in the US, 9:00am to 6:00pm ET (East Coast); 8:00am to 5:00pm PT (West Coast)Full-TimeMiddle
Salary90,000 - 120,000 USD per year OTE
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Job Details
- Experience
- 3+ years
- Required Skills
- Account ManagementCRM
Requirements
- 3+ years of commercial P&C experience in account management, brokerage, or customer success
- Active Property & Casualty license in good standing
- Strong knowledge of commercial P&C coverages, renewals, endorsements, and servicing
- Proven ability to own the renewal process end to end
- Confident client-facing presence with experience managing escalations
- Excellent written and verbal communication skills
- Demonstrated success managing and retaining large or complex books of business
- Strong organizational and prioritization skills
- Advanced proficiency with CRM and AMS platforms
Responsibilities
- Manage and retain a portfolio of commercial P&C accounts up to $10MM in annual premium
- Serve as primary point of contact for client servicing, renewals, and coverage questions
- Own the renewal process end to end
- Clearly explain coverage, pricing, and policy changes
- Manage client expectations and resolve client concerns
- Execute core policy servicing, including endorsements, certificates, and audits
- Maintain accurate client records in AMS and CRM
- Partner with carriers, wholesalers, and internal teams
- Adhere to service standards, SLAs, and escalation protocols
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