Account Manager - Commercial Insurance
Equal Insurance, Austin, TX, United States
Equal Parts is building the next-generation insurance agency. We’re a founder-led, tech-driven company creating an AI-powered infrastructure to modernize how insurance agencies operate at scale - so teams can spend less time navigating complexity and more time delivering real value to customers. Our ambition is to become the fastest-growing insurance brokerage in the country by combining acquisitions with scalable, technology-enabled growth.
We are looking for a Commercial Lines Account Manager to support the servicing and renewal experience for our commercial insurance customers as part of a centralized service organization. This role is critical to delivering a consistent, reliable customer experience - especially at key moments like renewals, mid-term changes, and coverage updates - while enabling scale, quality, and operational rigor across the business.
As a Commercial Lines Account Manager, you will work directly with customers and internal partners to execute core servicing activities, applying strong insurance judgment, attention to detail, and clear communication. You’ll play a key role in ensuring work is completed accurately, on time, and in line with established processes and service standards.
This is a hands‑on, execution-focused role for someone who takes pride in precision, follow-through, and delivering dependable service in a team‑based operating model.
What You’ll Own Execution of commercial insurance servicing activities across assigned workflows and customer touchpoints
Direct interaction with customers on policy questions, endorsements, certificates, and coverage‑related needs, as appropriate
Support for the renewal process , including: Outreach to gather updated exposures and requirements
Coordination with carriers and internal partners
Clear, timely communication to support renewal decision‑making
Key servicing touchpoints across the policy lifecycle, including mid‑term changes, renewals, audits, and claims support as needed
Accuracy and timeliness of policy documentation, endorsements, and invoicing
Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation
Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs
Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality
Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over time
What Success Looks Like Servicing work is completed accurately, on time, and in accordance with defined standards
Renewals are supported smoothly, with clear communication and minimal friction
Policies, endorsements, and documentation are consistently accurate and complete
Internal partners trust you to execute reliably and elevate issues appropriately
Risks, issues, and customer concerns are identified early and addressed proactively
Customers experience consistent, dependable service regardless of who completes the work
2–4+ years of experience in commercial insurance account management or servicing
Active resident state insurance license required
Solid understanding of commercial lines coverages and the commercial policy lifecycle
Proven ability to manage multiple tasks, deadlines, and priorities in a structured environment
Strong attention to detail with a commitment to accuracy and quality
Clear, confident communicator who can explain insurance concepts to customers and internal partners
Comfortable working in a collaborative, team‑based servicing model
Process‑aware and compliance‑minded, with sound judgment around risk and escalation
Adaptable and steady in environments where tools, workflows, and scale are evolving
Nice to Have Experience working within a centralized servicing or shared services environment
Exposure to agency management systems and modern insurance tooling
Prior experience supporting mid‑market or complex commercial accounts
Familiarity with SLAs, service metrics, or renewal performance tracking
For eligible employees, Equal Parts offers a comprehensive benefits package designed to support your health, well‑being, and financial stability, including:
Major Medical Health Insurance with employer premium contributions
Voluntary benefits including dental, vision, supplemental life, disability, and accident coverage
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We are looking for a Commercial Lines Account Manager to support the servicing and renewal experience for our commercial insurance customers as part of a centralized service organization. This role is critical to delivering a consistent, reliable customer experience - especially at key moments like renewals, mid-term changes, and coverage updates - while enabling scale, quality, and operational rigor across the business.
As a Commercial Lines Account Manager, you will work directly with customers and internal partners to execute core servicing activities, applying strong insurance judgment, attention to detail, and clear communication. You’ll play a key role in ensuring work is completed accurately, on time, and in line with established processes and service standards.
This is a hands‑on, execution-focused role for someone who takes pride in precision, follow-through, and delivering dependable service in a team‑based operating model.
What You’ll Own Execution of commercial insurance servicing activities across assigned workflows and customer touchpoints
Direct interaction with customers on policy questions, endorsements, certificates, and coverage‑related needs, as appropriate
Support for the renewal process , including: Outreach to gather updated exposures and requirements
Coordination with carriers and internal partners
Clear, timely communication to support renewal decision‑making
Key servicing touchpoints across the policy lifecycle, including mid‑term changes, renewals, audits, and claims support as needed
Accuracy and timeliness of policy documentation, endorsements, and invoicing
Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation
Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs
Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality
Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over time
What Success Looks Like Servicing work is completed accurately, on time, and in accordance with defined standards
Renewals are supported smoothly, with clear communication and minimal friction
Policies, endorsements, and documentation are consistently accurate and complete
Internal partners trust you to execute reliably and elevate issues appropriately
Risks, issues, and customer concerns are identified early and addressed proactively
Customers experience consistent, dependable service regardless of who completes the work
2–4+ years of experience in commercial insurance account management or servicing
Active resident state insurance license required
Solid understanding of commercial lines coverages and the commercial policy lifecycle
Proven ability to manage multiple tasks, deadlines, and priorities in a structured environment
Strong attention to detail with a commitment to accuracy and quality
Clear, confident communicator who can explain insurance concepts to customers and internal partners
Comfortable working in a collaborative, team‑based servicing model
Process‑aware and compliance‑minded, with sound judgment around risk and escalation
Adaptable and steady in environments where tools, workflows, and scale are evolving
Nice to Have Experience working within a centralized servicing or shared services environment
Exposure to agency management systems and modern insurance tooling
Prior experience supporting mid‑market or complex commercial accounts
Familiarity with SLAs, service metrics, or renewal performance tracking
For eligible employees, Equal Parts offers a comprehensive benefits package designed to support your health, well‑being, and financial stability, including:
Major Medical Health Insurance with employer premium contributions
Voluntary benefits including dental, vision, supplemental life, disability, and accident coverage
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