Account Manager - Business Insurance (Select)
New
J
JobgetherCommercial Insurance
United StatesFull-TimeMiddle
Salary$64,700–$120,400 annually
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Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft ExcelNegotiationAccount Management
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.
Responsibilities
- 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.
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