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Commercial Account Manager

Job in Red Bank, Monmouth County, New Jersey, 07701, USA
Listing for: The Jacobson Group
Full Time position
Listed on 2026-02-28
Job specializations:
  • Insurance
    Insurance Agent, Insurance Sales
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below

Our client, a growing insurance brokerage, is seeking a Commercial Lines Account Manager. This individual provides administrative and customer service support for insurance-related activities. This role involves managing policy details, processing applications, and assisting clients with their insurance needs. The Account Manager ensures that all processes comply with company policies and industry regulations. This is an on-site position in New Jersey.

Responsibilities
  • Respond to customer inquiries via phone, email, or in-person, providing accurate information about policies, coverage, and claims.
  • Assist clients with policy applications, renewals, and updates.
  • Foster strong, trusted client relationships, anticipating and proactively addressing their evolving needs.
  • Provide guidance and advocacy for clients across all insurance touchpoints, from initial policy inquiries to renewal processes.
  • Review and process insurance claims, ensuring all necessary documentation is provided.
  • Coordinate with adjusters and other departments to facilitate claim resolution.
  • Maintain accurate records of policy details, endorsements, and amendments.
  • Prepare and distribute policy documents and certificates of insurance.
  • Assist clients with the insurance application process by gathering required documentation, reviewing completed forms for accuracy, and submitting applications to carriers for approval.
  • Ensure timely and accurate processing of new applications, renewals, and updates.

    Input and update client and policy information in the company’s database.
  • Generate reports and analyze data as needed for internal and external purposes.
  • Ensure all insurance transactions and documentation adhere to company policies and regulatory requirements.
  • Conduct regular audits of records to ensure accuracy and compliance.
  • Collaborate with underwriters, agents, and other insurance professionals to resolve issues and support the underwriting process.
  • Provide administrative support for insurance programs and initiatives.
Requirements
  • High school diploma or equivalent;
    Associate’s degree or higher in Business Administration, Insurance, or a related field preferred.
  • 2+ years of experience in an insurance brokerage.
  • Experienced in handling back-office operations across the entire client lifecycle.
  • Comfortable with high volume of client calls.
  • Strong communication and interpersonal skills.
  • Proficiency in Google Workspace and Applied EPIC.
  • Detail-oriented with excellent organizational and multitasking abilities.
  • Problem-solving skills and the ability to work under pressure.
Pay Range

The anticipated pay range for this position is $80K - $110K annually. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity.

We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

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