Account Manager, Commercial Lines

What does it mean to be part of one of the fastest-growing independently owned insurance agencies in the country?

It means joining a company that believes success is built on strong relationships and an intentional, values-driven culture. It means bringing your creativity and talent to the table—because here, your contributions help shape the direction of the company.

If you think outside the box, swim upstream, enjoy being part of a fun, upbeat team, and want to make a real difference in people’s lives—we guarantee, OVD is the place for you.

• Competitive Compensation & Benefits –Strong packages that reflect our commitment to our team.
• Ample Growth Opportunities
  – A clear path for professional development and advancement.
• Workplace Flexibility
  – Enjoy a hybrid workplace schedule to support a healthy work-life balance.
• Onsite Health Bar
  – Free access to an onsite nurse for blood draws, check-ups, flu shots, and more.
• Culture that Connects
  – A supportive team environment, opportunities to volunteer with local nonprofits, and time to connect outside of work.

The Commercial Lines Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a strong partnership with the Producer to support business development activities while upholding high service standards.

• Manage accounts on a day-to-day basis, which includes coordinating services, answering questions, and resolving problems that may arise.
• Determine appropriate client service support for new and existing clients; respond to client and carrier inquiries, maintain & enhance the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
• Negotiate pricing and secure the most appropriate carrier coverage based upon client needs for new and renewal business.
• Nurture and maintain ongoing relationships with carrier product managers.
• Work closely with OVD’s sales team to understand client and/or prospect needs, submit coverage specifications, and obtain quotes from potential carriers for new and renewal business.
• Resolve all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
• Maintain accounts/policies in EPIC; review insurance policies and endorsements for accuracy; review contracts and special certificate of insurance requests for compliance and response to insured.
• Document all correspondence in the Agency Management System.
• Build and maintain partnership with the producer by keeping them informed of pertinent information regarding accounts and supporting the development of new business.
• Ensure that the issued policy provides the coverages requested by our insured.
• Communicate subjectivities and exclusions for new and renewal business and document coverage differences when comparing various quotes.
• Use specific industry training to determine the needs of the client, identify cross‑selling opportunities, and bridge potential gaps in coverage.
• Stay current with industry knowledge of developing trends regarding carrier underwriting, appetite, and pricing changes. Apply knowledge to negotiation with carriers to provide the most comprehensive coverage to clients.
• Initiate renewal process and may conduct renewal presentations with the Producer.
• Provide guidance/mentorship to less experienced Account Managers and/or Account Coordinators.
• Any other duties and tasks required by the Company.

• Bachelor's degree preferred.
• Three (3) or more years of Commercial Insurance Account Management experience in an independent agency setting.
• Property & Casualty Insurance License required.
• Ability to work onsite in a hybrid capacity (management discretion).
• Excellent interpersonal skills. Warm, approachable, savvy, and empathetic. Creating trust is a key function of this role.
• Knowledgeable in project management principles. Can operationalize key organizational strategies.
• Ability to conceptualize and think creatively. Open to exploring new ways of approaching work that can improve results, accuracy, and…