
Commercial Insurance Account Manager - Small Business
Lawley, Shelton, CT, United States
Responsibilities
Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines.
Conduct consultative conversations with a commercial client base; establish & maintain carrier and client relationships.
Obtain non‑marketed renewal quotes from existing carriers, complete renewal processes and handle non‑renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed.
Other Functions of the Job
Identify cross‑sell and up‑sell opportunities as appropriate.
Expand and grow in your role when supporting miscellaneous duties as requested.
Skills & Traits We Value for This Role
Insurance experience in customer service or account management for 3 years or more.
Property/Casualty License (all lines).
Relevant knowledge of insurance products, documents and usages.
Computer skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred.
Ability to work well independently and on a team.
Incredible attention to detail and organizational skills.
Open to continuing education, college degree or equivalent industry designations.
Positive attitude, even in a fast‑paced environment.
A passion to make customers and coworkers feel important and valued.
Capability to work quickly and efficiently.
Methodical, yet swift decision‑making skills.
Precise communication skills, even under time constraints.
Benefits
Competitive salary and referral bonuses.
Expansive benefits (Medical, Dental, Vision—and many more).
3 weeks of PTO (prorated based on start date) and a generous holiday schedule – available 1st day.
Company 401K contribution received starting Day 1 (for participants 21+ years old).
Educational support, career development, and growth opportunities.
Job security (we’ve never had a lay‑off, even during the pandemic).
Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
Comfortable, family‑oriented culture, with an emphasis on work‑life balance.
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
Fulfilling opportunities that align with your career path and our business needs.
The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $56,750.00 to $101,279.75.
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