Commercial Account Manager

Three Account Manager one for construction another for agri, and small business unit

Onsite for the first 6 mos. thereafter hybrid.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our Team
Our team comprises talented professionals who:

thrive in a high energy organization

have a desire to provide the highest quality of customer service

are committed to giving back to the communities in which we work and live

maintain the highest ethical standards

enjoy a culture that encourages life‑work balance

value an inclusive, diverse work environment

Job Responsibilities

Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing

Experienced understanding of insurance industry a basic understanding of the overall company

Apply experienced knowledge and understand the extent and terms of the coverage offered

Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows

Maintain current and accurate client data in the Agency Management System

Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims

Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits

Resolve issues relating to accounting or client billing

Review and process pending cancellations and final cancellations

Escalate client issues to Supervisor or advise the Broker on client issues as appropriate

Provide needed information to clients, carriers, Broker and other internal personnel

Regular attendance and participation in insurance industry specific practice groups (if applicable)

Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge

Work towards a designation such as CISR or equivalent

Maintain required continuing education annually to ensure renewal of Property and Casualty Broker‑Agent License

Job Qualifications

5 years insurance account management experience

Education – High school diploma required

Excellent organization and prioritization skills

Strong mathematical and analytical skills

Excellent written and oral communication skills

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