Senior Client Account Manager

Senior Client Account Manager

We are seeking a Senior Client Account Manager to support our client's Middle Market Commercial Lines team. This role is responsible for the day-to-day servicing, retention, and support of a portfolio of commercial insurance clients while working closely with Account Executives and Producers. You will act as a key point of contact for clients, helping them navigate coverage questions, policy changes, renewals, and ongoing service needs. The ideal candidate brings strong commercial insurance experience, extremely high attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Candidate must have experience working on accounts with $200,000 annual premium and above.
Responsibilities:
Manage daily servicing of assigned middle market commercial accounts
Serve as a primary contact for client questions regarding coverage, policy changes, and service needs
Process endorsements, policy changes, renewals, and other policy transactions in Applied Epic or similar system
Issue certificates of insurance, binders, auto ID cards, and evidence of insurance
Prepare and support new business and renewal submissions, proposals, and presentations
Enter, review, and validate quotes and policy data for accuracy
Communicate with carriers and underwriters regarding quotes, renewals, and policy updates
Review policies and contracts to help identify coverage requirements or gaps
Assist with billing, invoicing, premium allocations, and installment processing
Review carrier audits and assist clients with questions or discrepancies
Support onboarding of new clients, including applications and system setup
Maintain accurate client records, proposals, and marketing files
Provide timely, professional responses to client inquiries
Qualifications:
5+ years of experience in commercial insurance account management or servicing
Experience handling middle market accounts ($200,000+ in annual premium)
Strong knowledge of commercial insurance coverages and policy structure
Experience with Applied Epic or similar agency management system
Proficiency in Microsoft Outlook, Excel, and Word
College degree preferred
CISR or similar insurance designation preferred
Candidates may be required to complete assessments in insurance knowledge and Microsoft Office skills
Background check required