Account Manager - Commercial Lines remote​/In-office

About Us

As a partner company in one of the largest independent brokerages in the region, we have been providing high-quality insurance for half a century, delivered with exceptional customer service to the residents of Washington, D.C. We are proud to be an independent insurance agency, built on the principles of providing superior customer service and insurance solutions. We have access to all the resources of an established, large insurance company, with all the attention to detail you'd expect from an independent, fast-moving agency.

We believe in long‑term relationships, starting with our team.

The salary range for this position is $50, + bonus/commission. In addition to cash compensation we provide health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching, professional growth and career progression opportunities, respectful culture and work/family life balance, supportive teammates and a rewarding work environment.

Our team is the key to our success. You want to work with great team members providing exceptional customer service and you:

• Have 1-2 years account management or relationship management experience in insurance
• Are eligible to obtain a P&C license
• Hands‑on experience with an agency management system, Applied Epic preferred
• Bring a strong knowledge Microsoft Office Suite (Teams, Word, Outlook, Excel, and PowerPoint)
• Are comfortable with a hybrid work schedule including at least two days in the office
• Are authorized to work in the United States
• Have strong analytical, problem‑solving, and decision‑making skills
• Are known for your exceptional customer service, communication, multitasking, and organizational skills

We are seeking a highly motivated, detail‑oriented, Account Manager to join our fast‑growing team. This role will focus on customer servicing our commercial lines insurance.

• Manage a portfolio of commercial client accounts and renewals
• Serve as a first point of contact by answering phones and providing customer support
• Prepare proposals, endorsements, and policy documentation
• Provide day‑to‑day client support, including coverage questions, certificates, and billing inquiries
• Act as liaison between clients and insurance carriers to resolve service and claims issues.
• Troubleshoot billing and service‑related issues.
• Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems.
• Prepare reports for management as required.
• Attend industry related continuing education training and courses.
• Collaborate and support colleagues as needed.
• Perform other duties and projects as assigned.

This position works in a normal office environment with controlled temperature and artificial lighting conditions. Long periods of sitting. Long periods of screen use. Ability to communicate in person and over devices. Ability to work in‑person with team. Must be able to perform complex tasks requiring independent knowledge and its application to non‑routine situations. Must be able to manage high‑emotion situations.