Commercial Insurance Account Manager
Our client is a well-established, independent insurance brokerage specializing in Commercial Property & Casualty insurance solutions for businesses across a variety of industries. With a collaborative, team-oriented culture and a reputation for delivering exceptional client service, the organization partners with multiple insurance carriers to provide customized risk management and insurance solutions rather than representing a single carrier. This growth-driven opportunity is ideal for a Commercial Lines Account Manager who enjoys building long-term client relationships while working in a professional, supportive environment with opportunities for career advancement into senior account management.
Responsibilities
- Manage and service an established commercial lines book of business consisting of approximately 300 client accounts.
- Build and maintain strong relationships with clients while responding promptly to coverage questions and service requests.
- Process policy renewals, endorsements, cancellations, and policy changes accurately and efficiently.
- Prepare and issue Certificates of Insurance (COIs) and other policy documentation.
- Market both new and renewal business to multiple insurance carriers to secure competitive coverage options.
- Prepare renewal proposals and review policy recommendations with clients.
- Communicate regularly with insurance carriers and underwriters to resolve coverage questions and negotiate solutions.
- Maintain accurate client records and documentation within the agency management system.
- Support producers with new business onboarding, account transitions, and retention efforts.
- Balance multiple priorities while meeting deadlines for renewals, endorsements, carrier requests, and client deliverables.
- Deliver a high level of customer service focused on long-term client retention and satisfaction.
Qualifications
- Minimum of 2 years of Commercial Lines Account Management experience.
- Experience managing a generalist commercial property and casualty book of business.
- Ability to independently handle renewals, endorsements, Certificates of Insurance (COIs), and day-to-day account servicing.
- Strong client relationship management and customer service skills.
- Experience working directly with insurance carriers and underwriters.
- Experience using an agency management system (AMS 360 experience preferred; similar systems such as Applied Epic are acceptable).
- Property & Casualty License preferred or willingness to obtain after hire.
Skills Required
- Minimum 2 years of Commercial Lines Account Management experience
- Experience managing a generalist commercial property and casualty book of business
- Ability to independently handle renewals, endorsements, Certificates of Insurance, and day-to-day account servicing
- Strong client relationship management and customer service skills
- Experience working directly with insurance carriers and underwriters
- Experience using an agency management system; AMS 360 preferred and similar systems such as Applied Epic acceptable
- Property and Casualty License or willingness to obtain after hire
What We Do
The true performance of your business shouldn’t be a mystery. TGG is a leading provider of outsourced accounting and business advisory services for small to mid-size businesses across industries. Our mission is to improve business owners’ lives through excellent financial management. As a fully scalable accounting and finance team, we work as a natural extension our client’s business, tailoring our services to fit their specific needs. We provide timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results. By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of their business. Disclaimer: Services being offered do not require a state license.
