Insurance Commercial Account Manager

Location: Birmingham, AL

About the role

We are seeking an experienced Commercial Account Manager to serve as a key point of contact for a portfolio of commercial insurance clients. This role is responsible for providing exceptional day-to-day service, managing policy and renewal activity, and partnering closely with Producers and clients to ensure their insurance programs effectively meet their business needs.

Responsibilities

• Manage a designated portfolio of commercial insurance accounts and serve as the primary day-to-day client contact
• Develop and maintain strong, long-term relationships with clients
• Partner with Producers on account strategy, renewals, new business, and client retention
• Coordinate the full renewal process, including gathering exposure information, preparing submissions, obtaining quotes, and reviewing coverage options
• Prepare proposals, applications, certificates, policies, endorsements, and other client documentation
• Review policies and coverage to ensure accuracy and alignment with client needs
• Process endorsements, policy changes, cancellations, audits, and other servicing requests
• Respond promptly and professionally to client questions and requests
• Work directly with insurance carriers and underwriters to obtain quotes, negotiate terms, and resolve issues
• Identify coverage gaps, inconsistencies, and opportunities for additional coverage
• Coordinate claims-related inquiries and serve as a liaison between clients and carriers when needed
• Monitor account activity, renewal timelines, and outstanding requirements
• Ensure all account documentation and agency management system records are accurate and up to date
• Assist with premium financing, billing questions, certificates, and other account servicing needs
• Maintain a high level of client satisfaction and proactively anticipate client needs
• Support business retention and growth through exceptional client service
• Ensure compliance with agency procedures, carrier requirements, and applicable insurance regulations

Requirements

• 3+ years of commercial insurance account management experience
• Experience working within an insurance brokerage or agency environment preferred
• Strong knowledge of commercial property and casualty insurance products
• Experience managing commercial accounts through the renewal lifecycle
• Familiarity with commercial lines such as General Liability, Property, Auto, Workers' Compensation, Umbrella/Excess, and other specialty coverages
• Strong understanding of policy language, coverage structures, endorsements, and certificates of insurance

Pay

Salary range: $65,000 - $75,000

Benefits

• Discretionary bonuses
• Medical, dental, and vision benefits
• Company's 401(k) retirement plan