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Manage a book of commercial insurance accounts, provide client and carrier liaison, support producers on renewals/marketing, resolve complex service issues, drive retention and cross-sell, mentor junior staff, and maintain licensing and system records.

The Account Manager handles client accounts, ensuring satisfaction through effective communication, managing renewals, and negotiating with underwriters, while providing exceptional service and support to both clients and team members.

Support commercial lines account management by handling certificates of insurance, policy changes, renewals, client communications, premium financing, quotes/proposals, data entry, and general account service. Maintain accurate account files, update agency systems, assist marketing to carriers, and meet daily production and service standards.

Manage a book of commercial P&C accounts (typically $700K+ revenue), oversee full account lifecycle including renewals, quoting and binding, mentor junior staff, maintain client data in EPIC, review carrier quotes, negotiate coverage/pricing, and drive retention and stewardship reporting.

Manage a book of key employee benefits accounts, lead client service and renewals, resolve complex carrier issues, develop new business, mentor junior staff, and ensure accurate account administration.

Manage assigned employee benefits book of business, build client and carrier relationships, lead renewals and implementations, handle billing and escalated service issues, prepare market analyses and presentations, and support multi-year benefit strategy and compliance for clients.

Manage a book of commercial insurance accounts by providing client service, processing transactions, liaising with carriers and underwriters, handling renewals, troubleshooting claims/billing, and identifying cross-sell opportunities while maintaining accurate account records and supporting producers.

Manage an assigned book of employee benefits business to retain clients through quality service, overseeing transactions and paperwork, acting as client manager for middle market accounts, mentoring junior staff, maintaining account systems, and implementing client service plans.

The Account Manager will service commercial insurance accounts, develop client relationships, analyze insurance needs, and assist with new business development.

Serve as the primary account manager for small-to-mid market commercial insurance accounts (dental focus). Review policies, recommend coverages, prepare proposals/applications, liaise with carriers, troubleshoot claims/billing, and develop account growth. Maintain accurate agency system records and support producer-led business development and departmental production goals.