Account Manager, Commercial Lines

Work Arrangement:
This full-time role has the potential for a hybrid schedule with an expectation of approximately 3 days per week working on-site in Glastonbury, CT, with flexibility for remote work with manager approval.

• Manage a portfolio of commercial insurance accounts with varying levels of complexity.
• Process policies, endorsements, certificates, audits, binders, claims, and coverage changes.
• Support renewal activities by gathering information, preparing documentation, and coordinating timelines.
• Review policies and account documentation for accuracy and completeness.
• Prepare applications, loss runs, schedules, coverage summaries, and other client-facing materials.
• Respond to client, carrier, and internal service requests in a timely and professional manner.
• Maintain accurate client records, exposure information, and policy documentation within agency systems.
• Build and maintain effective working relationships with clients, carriers, and internal team members.
• Assist with carrier marketing efforts and renewal preparation as directed.
• Identify and elevate coverage concerns, service issues, or account challenges when appropriate.
• Maintain knowledge of insurance products, coverages, carrier resources, and market trends.
• Ensure compliance with agency procedures, quality standards, and documentation requirements.
• Participate in training, professional development, and agency initiatives.
• Work on projects and other duties as assigned.
• Effectively utilize Microsoft Office, including Excel, agency systems, and other business technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Collaborate across teams to support clients and agency goals.
• Demonstrate alignment with our purpose, values, and culture.

• Strong client service and relationship-building skills.
• Working knowledge of commercial insurance coverages and policy administration.
• Ability to manage day-to-day client service activities and resolve routine issues.
• Understanding of underwriting principles and carrier relationships.
• Experience supporting commercial insurance accounts, renewals, and policy documentation.
• Strong organizational skills and attention to detail.
• Effective problem-solving skills and sound judgment.
• Professional verbal and written communication skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Ability to work collaboratively with clients, carriers, and internal teams.
• Commitment to learning and professional development.
• Share knowledge and support team members when needed.
• High attention to detail and organizational skills.
• Comfortable working in a fast-paced, team-oriented environment.
• Proficiency with Microsoft Office, agency systems (Applied EPIC preferred), carrier platforms and AI tools.
• Self-motivated, adaptable team player with a positive mindset, strong work ethic, and resilience.

• 3+ years of mid-market commercial lines account management experience preferred.
• Bachelor’s degree preferred; high school diploma or equivalent required.
• Active Property & Casualty license required.

• Dynamic environment with frequent communication via in person, video, email, and phone.
• Some travel and non-standard working hours may be required.
• Ability to view computer monitors for extended periods of time.
• Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.

The estimated base salary range for this position ranges from $63,600 - $100,000. The base pay offered will consider experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. The stated range reflects the Company's good-faith estimate of potential earnings at the time of posting.

Eligible employees may participate in comprehensive benefit programs, including health, dental, and vision insurance; a 401(k) plan with company match; paid time off and holidays; company-paid life and disability insurance; an employee assistance program; health navigation and care advocacy services; hospital indemnity and critical illness coverage; insurance licensing and continuing education reimbursement; and other company-sponsored benefits.

Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Smith Brothers Insurance, LLC is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion,…