Senior Client Account Manager – Middle Market Commercial Lines

Holden & Company Insurance is seeking a Senior Client Account Manager to support our 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

Candidates may be required to complete assessments in insurance knowledge and Microsoft Office skills

Background check required

Salary Range
$70,000 - $80,000

Job Type
Full-Time/100% Remote or Hybrid

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