Account Manager, Commercial Insurance

About the role

As a Commercial Insurance Account Manager, you’ll take ownership of a dynamic book of business and serve as a trusted advisor to clients and internal partners alike. You will independently manage day-to-day service responsibilities for a commercial book of business, with a focus on accounts generating $3,000+ in revenue.

Responsibilities

• Partner with producers to develop, coordinate, and support service plans for key accounts
• Deliver exceptional ongoing service by preparing proposals, issuing certificates and auto ID cards, processing endorsements, audits, binders, and keeping all account tasks current
• Ensure timely invoicing of all premium-bearing transactions
• Review policies upon receipt to ensure accuracy and adherence to agency standards
• Respond promptly and professionally to client questions and service requests
• Review client contracts and recommend coverage modifications to producers, clients, and carriers as needed to meet contractual requirements
• Communicate clearly and consistently with producers, clients, carriers, and internal team members
• Maintain complete and accurate electronic account files while fully utilizing the agency management system
• Effectively prioritize workload to meet deadlines and service expectations, seeking support when needed
• Support producers in identifying and eliminating coverage gaps to reduce E&O exposure
• Participate in quality reviews and comply with agency quality and compliance programs
• Build and maintain strong relationships with clients to support retention and growth
• Develop and sustain productive partnerships with insurance carrier representatives
• Handle highly sensitive information with discretion and confidentiality, including Protected Health Information (PHI)
• Continuously build technical knowledge through training, publications, seminars, and industry resources
• Maintain regular, reliable attendance and contribute positively to the team
• Support special projects and other responsibilities as assigned

Requirements

• Valid Driver's License
• High school diploma or equivalent
• An active Resident Property and Casualty Agent's license
• Strong verbal and written communication skills, with the ability to clearly convey complex information
• Excellent organizational, prioritization, and decision-making skills
• Proficiency with Microsoft Office tools (Outlook, Word, Excel, Teams) and agency management systems; Applied Epic experience is a plus
• Three (3) or more years of Commercial lines insurance experience

A demonstrated commitment to ongoing professional development, including pursuit of advanced insurance education, is preferred.

Benefits

• Competitive pay: market-competitive compensation packages that reflect your experience, expertise, and the value you bring to our clients and teams
• Health, dental, and vision insurance
• HSA with employer contributions
• 401(k) match
• Employer-paid disability coverage and life insurance
• Freestyle PTO & work-life balance: trust-based and freestyle time-off approach removes PTO banks and offers flexible telecommuting options
• Dress for your day: whether you’re client-facing or behind the scenes, dress in a way that helps you feel comfortable and confident
• Tuition reimbursement, training opportunities, and career growth paths across FNIC
• Mental health support through our EAP
• Virtual fitness classes and in-office gym access (Omaha)
• A culture that prioritizes connection, fun, and collaboration