Commercial Lines Renewal Account Manager - Remote 

Summary:
The Renewal Account Manager on the Client Care Team is responsible for delivering exceptional service to our small commercial insurance clients (accounts with premiums under $20,000). This role ensures all service and risk management needs are met in line with agency standards and workflows, upholding our commitment to “No Excuse Client Service.”

Key Responsibilities:

• Build and maintain strong relationships with assigned clients through regular communication via phone and email.

• Clearly explain policy coverage details, and advise clients on potential policy changes or enhancements.

• Collect completed and signed applications in compliance with agency and carrier requirements.

• Respond promptly to client inquiries related to policy coverage, following established workflows.

• Handle and resolve billing-related issues for clients.

• Issue certificates of insurance, evidence of property coverage, cancellation notices, reinstatements, interim reports, and related documents in accordance with agency procedures.

• Process policy changes and update coverage as requested by clients.

• Identify cross-selling opportunities and refer them to the Sales Executive or Account Executive as needed.

• Review incoming policies for accuracy and ensure quality standards are met.

• Request necessary corrections or endorsements from insurance carriers.

• Collaborate with the Sales Executive (when applicable) to manage the renewal process, review upcoming expirations, and collect required information to ensure timely renewals.

• Investigate reasons behind client-initiated cancellations and work with the Sales Executive (if applicable) to retain the account.

• Maintain accurate and up-to-date client records within the agency management system, ensuring all transactions and documents are properly filed.

• Assist the Sales Executive (if applicable) with new business and renewal processing by assembling applications, proposals, binders, and ID cards per agency guidelines.

• Stay current on insurance policies, coverages, underwriting criteria, and carrier appetites through bulletins and digital updates.

• Participate in continuing education, training seminars, and professional development initiatives, especially those focused on avoiding errors and omissions.

• Perform other duties as assigned.

Core Competencies:

• Self-motivated, organized, and skilled in both verbal and written communication.

• Effective team collaborator with a solution-focused mindset benefiting clients, carriers, and the agency.

• Ability to analyze data and interpret business reports.

• Committed to developing and deepening insurance expertise.

• Strong problem-solving skills and ability to manage conflict constructively.

• Dedication to continuous learning in insurance knowledge and risk management.

Qualifications & Experience:

• Proficient in Microsoft Office Suite; experience with agency management systems is a plus.

• Strong understanding of insurance coverages, underwriting, rating, and risk management principles.

• Deep knowledge of commercial insurance products and industry practices.

• Ability to identify coverage gaps and provide recommendations, including offering additional policies when suitable.

• High school diploma required; college degree preferred. Prior experience in an insurance agency is advantageous.

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