Commercial Account Manager and Agent

Job Summary

Seeking a dedicated and experienced Commercial Account Manager and Agent to join a team. This role is a critical part of the commercial department, responsible for managing and servicing a book of business with a focus on small business unit (SBU) accounts. The ideal candidate will have a strong background in commercial insurance, excellent critical thinking skills, and a collaborative mindset to thrive in the inclusive and supportive work environment.

Compensation Package

• Base Salary: $55,000 - $65,000 annually (depending on experience) + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide A-Z servicing for a generalist book of business, including policy renewals and retention.
• Quote and process renewal business, with a primary focus on renewals.
• Manage multi-line existing books of business with accounts typically under $50,000 in size.
• Collaborate with the commercial department team to ensure exceptional client service.
• Utilize EZLynx software for account management and processing.
• Maintain compliance with industry regulations and company policies.

Qualifications/Requirements

• Active 2-20 insurance license (required).
• Minimum of 2 years of experience in commercial insurance account management.
• Proficiency in EZLynx software (preferred).
• Strong critical thinking and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work onsite in a collaborative and family-oriented environment.

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