Jobs at Insurance Partners Agency, LLC

The Commercial Account Manager maintains client relationships, manages policy renewals, provides technical support, ensures compliance, and coordinates insurance needs for commercial clients.

Provide administrative and technical support to Commercial Lines by processing endorsements, renewals, audits, certificates, and policy updates. Maintain accurate client records in agency systems, navigate carrier portals, prepare documentation, and support Account Managers and Producers to ensure timely, compliant servicing of commercial insurance accounts.

As a Commercial Account Manager, you'll manage relationships with clients, provide technical support, and ensure compliance while enhancing client satisfaction.

The Standard Commercial Lines Account Manager is responsible for managing relationships with clients, ensuring policy accuracy, coordinating with carriers, and providing exceptional service for commercial lines insurance accounts.

As a Commercial Account Manager, you'll manage client relationships, assist in policy maintenance, provide technical expertise, and ensure client satisfaction through exceptional service and compliance.

The Commercial Account Manager supports and retains a portfolio of commercial lines clients, ensuring exceptional service and policy maintenance while driving growth and compliance.

Provide administrative and technical support to Commercial Lines: process audits, endorsements, renewals, certificates, agency-billed invoices, and carrier website documentation; maintain accurate policy and client records; support Account Managers and Producers to ensure timely, accurate policy servicing.

As a Commercial Account Manager, you will manage client relationships, support producers, oversee account servicing, and ensure compliance in a hybrid work environment.

Provide administrative and technical support for commercial lines: process endorsements, audits, renewals, certificates, and policy updates; maintain client records in agency systems; assist Account Managers with marketing and proposals; navigate carrier portals and ImageRight to obtain and file policy documents; deliver timely client and carrier communications.

Support daily accounting functions including processing vendor invoices and accounts payable, creating customer invoices, entering transactions into accounting software, maintaining financial records and filing, assisting with month-end close, preparing reports for management and external CPA, and managing Premium Finance Company-related information.

Provide administrative and technical support for commercial lines accounts: process audits, endorsements, renewals, certificates, and agency-billed invoices; maintain policy and billing data in agency systems; gather and file carrier documents; assist Account Managers with marketing, proposals, and carrier follow-up to ensure accurate policy servicing and client support.

Support day-to-day accounting operations including reconciliations, bank reconciliations, AR/AP support, month-end and year-end close tasks, journal entries, financial reporting, and process improvement initiatives. Collaborate with the accounting team and assist with billing, special projects, and automation efforts to ensure accurate general ledger integrity and timely management reporting.

Support day-to-day accounting operations including balance sheet and bank reconciliations, AR/AP support, month-end and year-end close tasks, journal entries, financial reporting, and process improvement efforts. Collaborate with the accounting team and assist with billing, special projects, and maintaining general ledger integrity.

Provide administrative and operational support to Small Business Unit Account Managers: process audits, endorsements, invoices, and policy changes; maintain agency management systems and ImageRight files; navigate carrier websites; and ensure accurate, timely client and policy records while supporting the Commercial Lines team.