Commercial Account Manager

Yates & Associates Insurance has served Boerne, Texas and the surrounding communities for over 30 years, providing both commercial and personal insurance solutions. The agency focuses on offering quality protection at reasonable rates, building long-term partnerships that align with clients’ insurance goals. With a mission to safeguard the assets, lives, and livelihoods of its clients, Yates & Associates emphasizes personalized service and trusted guidance.

Team members join a locally rooted organization known for its expertise, integrity, and commitment to supporting businesses and individuals in the region. RS Insurance partners with Yates & Associates to broaden the range of coverage options and services available to clients.

The Commercial Account Manager is an on-site role based in Boerne, TX, responsible for managing and servicing a portfolio of commercial insurance accounts. This position includes handling policy renewals, endorsements, and coverage changes, as well as preparing proposals, quotes, and presentations for new and existing commercial clients. The Commercial Account Manager responds to client inquiries, coordinates with carriers on underwriting and claims issues, and ensures timely and accurate documentation in agency management systems.

Day-to-day responsibilities also involve maintaining strong client relationships, identifying coverage gaps and upsell opportunities, and collaborating with producers and other team members to deliver consistent, high-quality service. This role supports agency growth through proactive account management, attention to detail, and a client-first approach.

• Commercial insurance knowledge and experience with lines such as general liability, property, auto, workers’ compensation, and professional liability.
• Strong client service skills, including relationship management, responsiveness, and a consultative approach to addressing business needs.
• Proficiency with agency management systems, document processing, and basic office software (e.g., email, spreadsheets, word processing).
• Solid organizational and time-management skills to prioritize multiple accounts, deadlines, and service requests.
• Effective written and verbal communication skills for explaining coverage, preparing proposals, and interacting with clients and carriers.
• Attention to detail and accuracy in policy reviews, data entry, and compliance with agency and carrier requirements.
• Ability to collaborate with producers, underwriters, and colleagues while also working independently with minimal supervision.
• Prior experience in commercial insurance account management or a related role preferred; valid Texas P&C insurance license strongly preferred or willingness to obtain.
• High school diploma or equivalent required; additional education or relevant professional designations (e.g., CIC, CISR) are a plus.