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Manage assigned commercial insurance accounts, maintain client and carrier relationships, assess coverage needs and risks, negotiate terms and pricing, bind coverage, deliver renewals, resolve service issues, maintain policy documentation and accounting records, and support Producers. The role also mentors Account Manager I employees and directs Account Manager Assistants while ensuring client retention, satisfaction, compliance, and service improvement.

Leads marketing, placement, negotiation, and technical management of complex Executive Liability insurance accounts, including D&O, EPL, and Fiduciary Liability. Develops placement strategies, manages insurer relationships, reviews policy wordings and coverage gaps, prepares proposals and comparisons, ensures documentation quality, supports claims advocacy, and mentors account management staff. The role serves as the primary technical placement resource for high-value accounts and requires extensive commercial insurance and Executive Risk experience.

Supports Account Managers, Account Executives, and Risk Consultants with commercial insurance account servicing. Duties include processing applications, policy changes, certificates, invoices, renewals, cancellations, client correspondence, electronic filing, data entry, and policy delivery. Maintains accurate account records and suspense systems, prepares insurance documents, follows broker standards, and completes industry training. The role requires administrative experience, a P&C license or ability to obtain one, Microsoft Office proficiency, and reliable transportation.

Manages day-to-day service for employee benefits clients, including client relationships, renewals, claims and coverage issues, compliance guidance, billing and eligibility audits, open enrollment materials, carrier and vendor implementations, benchmarking, RFP support, and reporting. The role coordinates with producers, consultants, account executives, carriers, and administrators; leads client meetings and presentations; maintains BenefitPoint data; supports plan documentation and 5500 preparation; and mentors account administration staff.

Manage and grow a commercial insurance book focused on Directors’ and Officers’ Liability, Employment Practices Liability, Fiduciary Liability, Cyber, and related Executive Risk coverage. Responsibilities include client service, account renewals, marketing and placing coverage, negotiating with underwriters, identifying coverage gaps, preparing proposals and documentation, developing new business, managing receivables, supporting claims, and maintaining accurate records in agency systems.

Supports commercial insurance account servicing, including certificates of insurance, policy changes, payments, renewals, carrier marketing, premium financing, quotes, proposals, audits, and client inquiries. Maintains accurate account documentation and system records while meeting production and service standards. Provides courteous support to insureds, carriers, underwriters, business partners, and internal account management teams.

Leads 25–30 commercial insurance processors, associates, and advisors while driving branch growth, retention, client experience, and operational performance. Responsibilities include business planning, sales initiatives, recruiting, coaching, talent development, performance management, reporting, licensing support, policy compliance, change implementation, and community engagement. Partners with sales leadership and regional managers to improve communication, training, onboarding, and continuing education across commercial lines teams.

Advise new and existing clients on automobile insurance products and services by phone. Manage renewals, transfers, cancellations, payments, and other policy needs; document interactions accurately; make outbound retention calls; and handle inbound volume efficiently. Upsell and cross-sell insurance products, process payments, complete administrative tasks, and consistently meet sales and telephone performance targets while using ICBC Policy Centre, BMS EPIC, and other systems.

Manages commercial insurance accounts for franchise clients, handling carrier documents, policy endorsements, contract reviews, certificates, coverage quotes, binding instructions, billing inquiries, audit disputes, and client relationships. Partners with producers, account executives, and internal teams to resolve coverage issues, support risk management needs, facilitate productivity, and participate in client meetings. Requires commercial lines expertise, a Property & Casualty license, strong communication and negotiation skills, and attention to detail.

Manages a commercial insurance book of business, providing client and carrier service, analyzing coverage needs, supporting renewals, resolving claims and billing issues, retaining and growing accounts, identifying cross-selling and new-business opportunities, and maintaining accurate agency system records. Leads or participates in client meetings, prepares reports, completes account transactions, pursues continuing education, and collaborates with Producers, Account Executives, and HUB teams.