Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Account Manager to join a growing team. This role is integral to supporting the expanding book of business and maintaining the commitment to exceptional client service. The ideal candidate will have a strong background in commercial lines, a proven ability to manage accounts effectively, and a passion for cross‑selling and upselling opportunities.

• Salary Range: $45,000 - $60,000 annually (up to $70,000 for candidates with exceptional experience)
• Benefits:
  Comprehensive benefits package
• 401(k):
  Employer match available
• Work Arrangement:
  Fully onsite for the first 6-12 months, with the potential for a hybrid schedule thereafter
• Travel:
  Required for producers

• Manage a $4 million book of business, focusing on small to mid‑sized commercial accounts
• Handle daily tasks such as remarketing, preparing ACORD forms, and issuing Certificates of Insurance (COIs)
• Quote new and renewal business, ensuring accuracy and timeliness
• Identify opportunities for cross‑selling and upselling to existing clients
• Collaborate with producers and other team members to deliver exceptional client service
• Transition to new agency management software (EPIC) in May 2026

• Licensure:
  Active Property & Casualty (P&C) license is required
• Experience:
  
  Minimum of 2 years of commercial lines experience in an agency setting
• Account Management:
  Proven ability to manage accounts of varying sizes effectively
• Technical
  
  Skills:
  
  Familiarity with Agency Matrix software is preferred; willingness to transition to EPIC software is required
• Work Ethic:
  Strong organizational skills, attention to detail, and a proactive approach to client management