Commercial Insurance Associate Account Manager

Job Category :
Insurance

Requisition Number : COMME
001755

• Full-Time
• On-site
• Pay or shift range: $26.09 USD to $30.69 USD
  Starting salary is dependent on several factors including previous work experience, specific industry experience, and skills required. Our benefits package includes, but is not limited to, health and dental insurance, 401(k) plan with competitive match, fully paid group life insurance, short- and long-term disability insurance, travel discounts and a free AAA membership. To learn more visit:

Showing 1 location

Watertown Branch
19472 US RT 11
Watertown, NY 13601, USA

• Starting Pay Rate: $ per hour plus incentive opportunity

Associates are eligible for a wide selection of benefits (dependent upon position) including:

• Medical Insurance
• Health Spending Account (HSA) with company match
• Paid Time Off
• Pre-Tax & Roth 401(k) plan with company match
• Dental and Vision Insurance
• Life and AD&D Insurance
• Tuition reimbursement & company-paid training programs
• Company Paid Short-term & Long-term disability
• Flexible Spending Accounts
• Tuition reimbursement & company-paid training programs

35% Client Management: Serve as the primary point of contact for assigned commercial insurance clients, delivering responsive and professional service. Address client inquiries related to policies, billing, certificates, endorsements, coverage questions, and service requests. Develop and maintain strong client relationships to support retention, satisfaction, and long-term account growth. Proactively communicate with clients regarding policy changes, renewal timelines, documentation needs, and service updates.

Coordinate with carriers, producers, and internal teams to ensure timely resolution of client needs. Educate clients on various commercial insurance products and recommend suitable coverage options.

35% Policy & Account Management: Process policy transactions including new business, renewals, endorsements, cancellations, reinstatements, and policy updates. Maintain accurate and up-to-date client records within agency management systems (AMS) and CRM platforms. Prepare and distribute certificates of insurance, evidence of coverage, policy documents, and related correspondence. Ensure policy documentation and servicing activities are completed accurately and within established timelines and workflows.

Support account rounding and renewal preparation activities to ensure smooth client servicing processes. Assist clients in filing insurance claims and provide guidance throughout the claims process. Re-shop renewal accounts presenting replacement options to sales teams.

20% Quality, Accuracy & Operational Excellence: Maintain high standards of accuracy, compliance, and attention to detail across all servicing activities and documentation. Conduct risk assessments to identify coverage gaps or opportunities for additional protection. Follow agency procedures, carrier guidelines, and regulatory/legal requirements to minimize errors and support quality assurance initiatives. Participate in process improvement efforts to enhance efficiency, consistency, and client experience.

Monitor workloads and prioritize tasks effectively to meet service expectations and departmental standards. Support data integrity within agency systems through timely and accurate documentation. Collaborate with underwriters and carriers to ensure clients receive the best possible terms and coverage.

10% Sales Support: Work closely with the sales team to identify opportunities for cross-selling and upselling insurance products. Support business development efforts by providing expert insurance advice and facilitating client onboarding. Maintains…