Commercial Account Manager (Licensed)

*Commercial Account Manager*

*Position Type: Full-Time in person - Position is Not Remote *

*Hours: Monday – Friday 8:30 am – 5:00 pm *

*Experience Required Minimum 3-5 years in Commercial Insurance at an Insurance Agency. *

*About Us:*

*We are a well-established, growth-focused insurance agency based in New York State. We pride ourselves on professionalism, personalized client service, and industry expertise. Our mission is to deliver high-quality insurance solutions with integrity and efficiency.*

*Position Overview:*

*We are seeking an experienced and detail-oriented Commercial Lines Account Manager to join our team.*

*This role involves detailed Renewal Review Process of our Commercial Clients starting 120 days out, managing certificates of insurance, discussing coverage with clients, identifying upsell and cross-sell opportunities, quoting new and renewal business, and completing all relevant ACORD forms.*

*You must be confident conducting weekly renewal meetings via Microsoft Teams and in person as needed with one or more business owners.*

*Must have car and transportation to go out and see local clients as needed to do Reviews in person when required. *

*Key Responsibilities:*

*- Conduct comprehensive commercial renewal reviews with clients 60+ days prior to expiration*

*- Review coverages and exposures, and confidently explain coverage details, terms, and options*

*- Approve and issue certificates of insurance*

*- Identify missing coverages and discuss upsell and cross-sell opportunities tailored to client needs*

*- Quote new business and remarket renewal policies as needed*

*- Complete and manage ACORD forms (125, 126, 130, 131, etc.)*

*- Maintain retention goals (monthly retention target applies)*

*- Meet a monthly sales goal through proactive outreach and referrals*

*- Document all client interactions in the agency management system*

*- Collaborate with producers, assistants, and underwriters to ensure high-quality service*

*- Maintain a high level of knowledge about commercial insurance markets, products, and carrier appetites*

*Qualifications:*

*- MUST have Minimum 3-5 years of commercial lines insurance experience required*

*- MUST have current Active New York State Property & Casualty license (P&C license required)*

*- Strong working knowledge of commercial insurance coverages including GL, Property, Business Auto, Umbrella, WC, Disability/Paid Family Leave, Bonds, Property, Inland Marine, Pollution Liability and Cyber Liability*

*- Proficient with creating ACORD forms and re-marketing existing business with multiple carriers. *

*- Must be proficient in Microsoft Excel, Word, and Microsoft Teams*

*- Excellent organizational and time management skills*

*- Strong verbal and written communication skills and excellent organization skills*

*Work Environment & Benefits:*

*- Competitive salary and commission on new business + potential incentive bonus *

*Monthly retention and sales performance incentives*

*- 401(k) plan, PTO, and other benefits*

Pay: $50,000.00 - $72,500.00 per year

Benefits:
* 401(k)
* 401(k) matching
* Health insurance
* Paid time off



Experience:
* COMMERCIAL INSURANCE/MANAGER: 3 years (Required)

License/Certification:
* PROPERTY/CASUALTY LICENSE (Required)

Work Location: In person