Insurance Commercial Account Manager

Job Duties

• Business Development – New and Renewal
• Partners with the Producer and Account Executive to execute renewal and marketing strategies, ensuring timely preparation and submission of all marketing materials
• Manages new business submissions, gathering complete underwriting information and providing competitive quotes to the Producer and Account Executive
• Identifies and pursues opportunities to enhance client programs through risk assessments, additional coverages, endorsements, or policy upgrades
• Collaborates with the Producer to solicit additional lines of business at renewal
• Develops and maintains productive relationships with carrier representatives and underwriters to enhance favorable results for the agency and client
• Actively participates in agency meetings and professional development to remain current on market trends, legal changes, carrier appetite, and emerging coverage options

Client Interaction

• Serves as the primary day-to-day contact for the client, providing timely and professional responses to inquiries and requests
• Proactively manages client relationships, ensuring all service standards are met
• Handles policy changes, such as adding or removing vehicles, equipment, and locations, and payroll changes
• Provides clear, accurate insurance information to guide the client to informed decisions
• Coincides with the Producer and Account Executive on communication regarding complex and strategic client matters

Team Collaboration

• Supports agency profitability and efficiency by adhering to established workflows and use of technology
• Accurately maintains all client, carrier, and prospect records within the agency management system
• Collaborates with internal team members, underwriters, and leadership to resolve service issues promptly and effectively

Job Requirements

• 3-7 years of insurance industry experience, with at least 2 years in Commercial Lines account management
• Strong working knowledge of commercial coverages, risk management principles, and carrier underwriting practices
• Exceptional written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and agency management system: proficiency with AMS360 is preferred
• Highly organized, detail-oriented, and capable of managing multiple priorities under time constraints
• Self-directed, resourceful, and capable of working with minimal supervision
• Ability to collaborate in a team environment and accept coaching and guidance from leadership
• College degree preferred
• Licenses and Designations:
• Property & Casualty Producer License (Required)
• CWCA and CLCS designations (preferred)
• CRIS or CIC (preferred)

Awards and Recognition

• Maintains a professional, client-centered approach and demonstrates and embodies our Five Core Values of Connection, Diligence, Innovation, Integrity, and Humility

Company Information

• Powers Commercial Lines Account Manager consistently maintains a professional, client-centered approach and demonstrates and embodies our Five Core Values of Connection, Diligence, Innovation, Integrity, and Humility.