Commercial Account Manager

Key Responsibilities

• Manage day-to-day servicing of commercial insurance accounts
• Process policy endorsements, changes, and coverage updates accurately and efficiently
• Respond to client inquiries regarding coverages, billing, and claims
• Maintain complete and accurate client documentation within agency management systems
• Conduct proactive renewal reviews with clients
• Identify coverage gaps and recommend appropriate solutions
• Manage remarketing efforts in accordance with agency guidelines
• Work with carriers to secure competitive account placements and coverage solutions
• Follow agency workflows and agency service standards
• Maintain compliance with insurance regulations and agency policies
• Ensure timely and accurate processing of all account activities
• Identify cross-sell and up-sell opportunities within existing client accounts
• Support inside sales and business development initiatives
• Aid in account rounding and strengthening overall client relationships
• Participate in continuing education and professional development opportunities

Qualifications

• Previous commercial insurance account management or customer service experience preferred
• Pennsylvania insurance license preferred or ability to obtain licensing
• Strong communication and relationship-building skills
• Excellent organizational and time management abilities
• Experience with Applied Epic or similar agency management systems preferred
• Ability to analyze client needs and recommend insurance solutions
• Detail-oriented with strong documentation practices
• Proficient in Microsoft Office and general business technology platforms

What We Offer

• Competitive compensation
• Professional development and continuing education opportunities
• Collaborative and supportive team environment
• Opportunity for career growth within a growing organization
• Comprehensive benefits package available