Account Manager, Commercial Insurance

Key Responsibilities

• Own day-to-day servicing of personal lines accounts, including policy lifecycle management.
• Serve as a subject matter resource for insurance products and client servicing processes.
• Partner with Advisors and internal teams to align client needs with carrier solutions.
• Market new business, organize underwriting data, and submit and follow up with carriers.
• Manage renewals, review coverage accuracy, and remarket accounts as needed.
• Process policy changes, proofs of insurance, and account updates in agency systems.
• Ensure accuracy and completeness of client and policy data in systems.
• Maintain claim files and provide timely updates.
• Document all client interactions and actions taken.
• Collaborate with Advisors, underwriters, and claims teams.
• Support cross-selling efforts by identifying opportunities and sharing leads.
• Support agency growth through client retention and cross-selling.
• Participate in meetings and ongoing training to stay current on industry trends.
• Identify opportunities to improve workflows and service delivery.
• Maintain knowledge of evolving insurance practices and compliance requirements.
• Deliver accurate, timely client service and account management outcomes.
• Maintain high-quality data and documentation standards.
• Ensure smooth execution of renewals, changes, and claims support.
• Build strong, trusted client and internal relationships.

Qualifications

• A high school diploma or GED equivalent.
• Two (2) or more years of personal insurance experience.
• Proficiency with Microsoft Office Suite.
• A Pennsylvania Property & Casualty Insurance License.
• Experience with agency management systems (preferred).
• Strong communication, time management, and prioritization skills (preferred).