We Insure Group
**Who We Are.** At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.
We Insure is looking for an experienced Business Account Manager with strong knowledge of commercial insurance markets. This role provides prompt, accurate, and professional service to clients, producers, and internal partners while managing the servicing, renewal, and expansion of existing accounts.The Business Account Manager supports company growth by collaborating with producers, management, and cross functional teams on ongoing client needs and special projects.**Key Responsibilities:*** Manage small and midsize commercial accounts* Partner with an Account Executive or Department Lead for guidance and training on client servicing* Prepare submissions for new and renewal business, market as appropriate, and prepare proposals* Process change requests and review audits and policies for accuracy* Set up and maintain new account files in Applied Epic following agency procedures* Invoice agency bill transactions within 48 hours and collect premiums accordingly* Notify producers of unpaid audits in a timely manner and coordinate next steps based on carrier guidelines* Review renewals with producers at least 120 days prior to expiration to determine marketing strategies* Prepare and process cancellations and follow up on notices per agency procedures* Respond to carrier communications and process required updates* Fulfill client requests including ID cards, certificates of insurance, binders, and evidence of coverage* Review policies and related documents for accuracy and deliver to insureds as needed* Work with producers to evaluate exposure, negotiate coverage, and review with clients when required* Identify and recommend additional coverage based on client needs and prepare quotes or proposals* Keep producers informed of key activity on assigned accounts* Review monthly reports including aged receivables, renewals, expirations, and suspense items**Performance Expectations:*** Service clients and accounts in a way that minimizes E&O exposure* Escalate issues that require management review or approval* Respond to calls and emails within 24 hours* Complete client requests such as certificates and binders within 24 hours* Maintain accurate, consistent documentation of all activity in Applied Epic* Use the Epic suspense system to track and follow up on outstanding items* Prioritize workload and request assistance as needed to manage volume* Participate in cross functional projects and additional duties as assigned* Stay current on rates, forms, and coverage changes through training and industry resources* Participate in ongoing education, seminars, and skill development opportunities**Qualifications:*** Minimum of 3 years of Business Account Management experience* High school diploma or equivalent required. College degree preferred* Active Property and Casualty license required* Commercial lines insurance experience* Professional designation is a plus* Experience with Applied Epic preferred* Strong listening skills, attention to detail, and positive attitude* Solid knowledge of commercial insurance products and coverages**Our Values. The We Way.** At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience.
**We Way Reflects Our Commitment to.** * We personalize protection at a price you can trust* We hustle to find opportunity* We care authentically* We thrive in ambiguity* We own our results* We have fun along the way* And—we’re just getting started **Our Total Rewards.** * Medical, Dental, Vision, Life, Pet; Flexible Spending Account* Competitive Salaries* 401K Match* Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave* Short and Long-Term Disability* Employee Support Programs, Including Mental Health* Tuition Reimbursement* Matching Charitable Gift Program* Lucrative Referral Program*This position is not able to be performed in California, Colorado, New York or Washington.***EEO***We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.***Disability***We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.**Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.** We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture.* The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.* Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.* We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done.* We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes.* Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution.### Get In TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service. *And our leadership is seeking more highly motivated, career-driven people to help lead our efforts!*We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in #J-18808-Ljbffr
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.
We Insure is looking for an experienced Business Account Manager with strong knowledge of commercial insurance markets. This role provides prompt, accurate, and professional service to clients, producers, and internal partners while managing the servicing, renewal, and expansion of existing accounts.The Business Account Manager supports company growth by collaborating with producers, management, and cross functional teams on ongoing client needs and special projects.**Key Responsibilities:*** Manage small and midsize commercial accounts* Partner with an Account Executive or Department Lead for guidance and training on client servicing* Prepare submissions for new and renewal business, market as appropriate, and prepare proposals* Process change requests and review audits and policies for accuracy* Set up and maintain new account files in Applied Epic following agency procedures* Invoice agency bill transactions within 48 hours and collect premiums accordingly* Notify producers of unpaid audits in a timely manner and coordinate next steps based on carrier guidelines* Review renewals with producers at least 120 days prior to expiration to determine marketing strategies* Prepare and process cancellations and follow up on notices per agency procedures* Respond to carrier communications and process required updates* Fulfill client requests including ID cards, certificates of insurance, binders, and evidence of coverage* Review policies and related documents for accuracy and deliver to insureds as needed* Work with producers to evaluate exposure, negotiate coverage, and review with clients when required* Identify and recommend additional coverage based on client needs and prepare quotes or proposals* Keep producers informed of key activity on assigned accounts* Review monthly reports including aged receivables, renewals, expirations, and suspense items**Performance Expectations:*** Service clients and accounts in a way that minimizes E&O exposure* Escalate issues that require management review or approval* Respond to calls and emails within 24 hours* Complete client requests such as certificates and binders within 24 hours* Maintain accurate, consistent documentation of all activity in Applied Epic* Use the Epic suspense system to track and follow up on outstanding items* Prioritize workload and request assistance as needed to manage volume* Participate in cross functional projects and additional duties as assigned* Stay current on rates, forms, and coverage changes through training and industry resources* Participate in ongoing education, seminars, and skill development opportunities**Qualifications:*** Minimum of 3 years of Business Account Management experience* High school diploma or equivalent required. College degree preferred* Active Property and Casualty license required* Commercial lines insurance experience* Professional designation is a plus* Experience with Applied Epic preferred* Strong listening skills, attention to detail, and positive attitude* Solid knowledge of commercial insurance products and coverages**Our Values. The We Way.** At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience.
**We Way Reflects Our Commitment to.** * We personalize protection at a price you can trust* We hustle to find opportunity* We care authentically* We thrive in ambiguity* We own our results* We have fun along the way* And—we’re just getting started **Our Total Rewards.** * Medical, Dental, Vision, Life, Pet; Flexible Spending Account* Competitive Salaries* 401K Match* Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave* Short and Long-Term Disability* Employee Support Programs, Including Mental Health* Tuition Reimbursement* Matching Charitable Gift Program* Lucrative Referral Program*This position is not able to be performed in California, Colorado, New York or Washington.***EEO***We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.***Disability***We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.**Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.** We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture.* The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.* Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.* We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done.* We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes.* Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution.### Get In TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service. *And our leadership is seeking more highly motivated, career-driven people to help lead our efforts!*We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in #J-18808-Ljbffr