Commercial Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Account Manager to join a team. This role is ideal for a professional with a strong background in the insurance industry, specifically within independent agencies, who is ready to manage a robust book of business and contribute to an agency's success. The ideal candidate will have a proven track record of working with multiple standard carriers and a commitment to delivering exceptional service to clients.

Compensation Package

• Salary: $60,000 - $65,000 (depending on experience) + bonus opportunities
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

As a Commercial Account Manager, your primary duties will include:

• Quoting commercial lines directly with standard carriers and working with MGAs.
• Setting up and generating Certificates of Insurance and commercial auto ID cards.
• Managing multiple producers and handling some accounts from start to finish during renewal periods.
• Marketing and quoting for both new and renewal business.
• Cross-selling coverages to existing clients.
• Processing endorsements online with carriers.
• Invoicing through the agency management system.
• Managing a desk premium size of $4,000,000+.

Qualifications/Requirements

To be successful in this role, candidates must meet the following criteria:

• Licensing: Active Property & Casualty (P&C) license.
• Experience: Minimum of 2 years of recent experience in an independent insurance agency. Candidates must have worked with multiple standard lines carriers within the last 12 months.
• Technical Skills: Proficiency in using agency management systems is preferred.
• Work Environment: Ability to work 100% in-office.
• Attributes: Strong organizational skills, attention to detail, and the ability to manage multiple tasks and priorities effectively.

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