
Commercial Account Manager and Agent
Seeking a dedicated and experienced Commercial Account Manager and Agent to join a team. This role is a critical part of the commercial department, responsible for managing and servicing a book of business with a focus on small business unit (SBU) accounts. The ideal candidate will have a strong background in commercial insurance, excellent critical thinking skills, and a collaborative mindset to thrive in the inclusive and supportive work environment.
Compensation Package
Base Salary: $55,000 - $65,000 annually (depending on experience) + commissions
Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
Provide A-Z servicing for a generalist book of business, including policy renewals and retention.
Quote and process renewal business, with a primary focus on renewals.
Manage multi-line existing books of business with accounts typically under $50,000 in size.
Collaborate with the commercial department team to ensure exceptional client service.
Utilize EZLynx software for account management and processing.
Maintain compliance with industry regulations and company policies.
Qualifications/Requirements
Active 2-20 insurance license (required).
Minimum of 2 years of experience in commercial insurance account management.
Proficiency in EZLynx software (preferred).
Strong critical thinking and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work onsite in a collaborative and family-oriented environment.
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Compensation Package
Base Salary: $55,000 - $65,000 annually (depending on experience) + commissions
Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
Provide A-Z servicing for a generalist book of business, including policy renewals and retention.
Quote and process renewal business, with a primary focus on renewals.
Manage multi-line existing books of business with accounts typically under $50,000 in size.
Collaborate with the commercial department team to ensure exceptional client service.
Utilize EZLynx software for account management and processing.
Maintain compliance with industry regulations and company policies.
Qualifications/Requirements
Active 2-20 insurance license (required).
Minimum of 2 years of experience in commercial insurance account management.
Proficiency in EZLynx software (preferred).
Strong critical thinking and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work onsite in a collaborative and family-oriented environment.
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