Account Manager, Commercial Lines

New
J
JobgetherCommercial insurance
Based in the United StatesFull-TimeManager
SalaryAnnual salary range of $75,000–$85,000, depending on geographic location, relevant knowledge, skills, and experience. Annual bonus opportunity: Eligibility to participate in an annual bonus program.
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Job Details

Experience
At least three years of experience in account management or a related position, preferably within commercial property and casualty insurance.
Required Skills
Microsoft ExcelPowerPointAccount Management

Requirements

  • High school diploma or GED.
  • At least three years of experience in account management or a related position; commercial property and casualty insurance experience is preferred.
  • Active Property and Casualty (P&C) insurance license.
  • Working knowledge of commercial insurance coverage, policy forms, renewal processes, insurance marketing, and current market conditions.
  • Ability to manage client portfolios, coordinate renewals, prepare proposals, negotiate policy terms, and identify account growth opportunities.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
  • Ability to prepare reports, proposals, policy summaries, and account documentation accurately.
  • Strong analytical thinking, marketing skills, and decision-making abilities.
  • Excellent organizational skills and ability to prioritize deadlines and manage multiple accounts.
  • CIC designation preferred; CPCU, ARM, or an equivalent qualification is valued.

Responsibilities

  • Manage assigned commercial insurance accounts and maintain client relationships.
  • Coordinate renewal marketing, assess existing coverage, and recommend insurance structures based on client needs.
  • Prepare account specifications, negotiate pricing and policy terms with insurers, and coordinate coverage placement.
  • Prepare policy summaries, review documents for accuracy, and ensure timely policy delivery.
  • Develop account proposals and materials explaining coverage options, pricing, and recommendations.
  • Prepare invoices and coordinate the issuance of certificates and evidence of insurance.
  • Explain coverage terms, exclusions, and conditions, and maintain knowledge of policy forms and insurance market conditions.
  • Coordinate account servicing activities and internal resources to deliver client support.
  • Identify opportunities to expand existing accounts and support account retention.
  • Maintain accurate account records, follow E&O prevention procedures, and contribute to technical projects and process improvements.
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Annual salary range of $75,000–$85,000, depending on geographic location, relevant knowledge, skills, and experience. Annual bonus opportunity: Eligibility to participate in an annual bonus program.
Apply Now