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 xsgimln 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:

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* 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