Commercial Insurance Representative

Benefits

• WFH options
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Summary:

The Commercial Insurance Account Manager is responsible for servicing and retaining a book of small to mid‑sized commercial accounts. In a small agency environment, this role requires someone who is resourceful, independent, and comfortable supporting multiple areas of the business—from client service to carrier coordination. This position plays a key role in maintaining strong client relationships and supporting overall agency growth.

• Serve as the primary point of contact for commercial clients, providing responsive and personalized support
• Handle coverage questions, policy changes, billing inquiries, and certificate requests
• Manage the full renewal process, including gathering information, marketing accounts, and presenting options
• Process endorsements, cancellations, reinstatements, and other policy updates
• Conduct coverage reviews and identify opportunities to improve client protection and retention

• Work directly with underwriters to obtain quotes, negotiate terms, and place coverage
• Maintain strong carrier relationships and ensure accurate, complete submissions
• Collaborate with producers/agency leadership to keep accounts on track and informed

• Assist clients through the claims process, including reporting and follow‑up
• Support general agency operations such as document management, basic admin tasks, and workflow improvements
• Contribute to a team environment by assisting where needed

• 2+ years of commercial insurance experience in an agency setting
• Active Property & Casualty license
• Knowledge of common commercial lines insurance products

• Experience in a small or independent agency
• Familiarity with Guidewire and/or Salesforce
• Industry designations (CISR, CIC, CRM) a plus

• Strong organizational skills and ability to manage multiple priorities
• Independent, problem‑solving mindset
• Detail‑oriented with solid documentation habits
• Customer‑focused communication style
• Team player willing to support a variety of tasks

We take pride in how we show up for our clients and for each other. Our team is guided by the following values:

• Integrity:
  Always do the right thing, even when no one is looking
• Never Stop Learning:
  Continuously grow your knowledge to better serve clients
• Strive to Be the Best:
  We’re competitive and driven—because winning matters
• Understand First, Then Advise:
  We listen first so we can provide the right solutions
• Respect Each Other: A strong team starts with how we treat one another
• Exhibit Professionalism:
  We lead with professionalism to build trust and reduce friction