Commercial Account Manager

Responsibilities

• Serve as the primary daily contact for commercial insurance clients, ensuring questions and needs are handled promptly and professionally.
• Review client requests, gather necessary information, and provide accurate, timely responses that support smooth account operations.
• Build ongoing rapport through consistent communication, proactive service, and a strong understanding of each client’s coverage needs.
• Track policy expirations, coordinate renewal activities, and ensure clients receive updated options and recommendations ahead of deadlines.
• Collect underwriting information, complete required documents, and assemble clean, accurate submissions and proposals for carrier review.
• Work closely with account managers, producers, and support teams to ensure consistent service delivery and accurate policy handling.
• Stay informed on market trends, coverage updates, and regulatory changes to better advise clients and support internal decision-making.

Qualifications

• Proven skills in Account Management and a strong ability to build and maintain client relationships.
• Hands-on experience with Applied Epic is required. Familiarity with CSR24, Indio, and SharePoint is highly desired.
• Exceptional Customer Service and Communication skills to effectively address client needs and concerns.
• Knowledge of Insurance practices and policies, and a strong understanding of industry standards and regulations.
• Proficiency in Sales techniques to identify growth opportunities and drive client engagement.
• Strong organizational and problem-solving abilities to effectively manage multiple accounts.
• Proficiency with insurance software and CRM platforms is a plus.
• Bachelor’s degree in Business, Insurance, or a related field is preferred.
• Previous experience in a similar role or in the insurance industry is highly desirable.