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Manages commercial insurance accounts, serving as the primary contact for complex property clients. Responsibilities include marketing to carriers, preparing quotes and proposals, supporting client presentations, processing policy changes and renewals, resolving escalated issues, reviewing policy accuracy, coordinating premium financing and collections, and maintaining organized account files.

Manages a commercial insurance book of business, supporting client retention, renewals, new business development, carrier negotiations, policy servicing, claims and billing resolution, and coverage recommendations. The role partners with producers, clients, underwriters, and internal teams; prepares proposals and insurance documentation; identifies cross-selling opportunities; supports strategic risk services; maintains accurate agency system records; and assists with client meetings and junior staff development.

The Commercial Lines Account Manager manages insurance accounts independently, liaises with clients and carriers, ensures account retention, and develops new business opportunities.

Processes high-volume invoices and maintains accounting documentation. Researches and resolves discrepancies, verifies supporting records, meets service-level deadlines, and provides accurate transaction-processing support. The role requires strong attention to detail, organization, prioritization, communication, and basic computer proficiency.

Advises employee-benefits clients on plan strategy, renewals, compliance, emerging trends, and carrier solutions. Builds trusted client relationships, delivers presentations, manages implementations and renewals, identifies cross-selling opportunities, and drives retention. Coordinates with carrier representatives and internal teams, mentors support staff, tracks client issues in Benefit Point, and ensures accurate, timely deliverables. Requires strong benefits expertise, communication, organization, and knowledge of self-insured plans, ancillary products, and legislation.

Services and maintains personal lines insurance accounts, supports sales staff, resolves client and carrier issues, troubleshoots claims and billing concerns, and identifies retention, cross-selling, and new business opportunities. The role requires strong customer service, communication, problem-solving, computer proficiency, and willingness to obtain a state insurance license.

Manage a portfolio of premier middle-market personal lines clients, process daily account activity, review policies and coverage accuracy, prepare proposals and policy summaries, process endorsements and invoices, research premium charges, and address insured and underwriter questions. The role requires strong insurance analysis, communication, computer, and organizational skills, along with a P&C license and professional development.

Leads accounting teams supporting insurance brokerage and enterprise operations. Oversees financial close, reconciliations, journal entries, reporting, US GAAP compliance, SOX controls, audits, and regulatory requirements. Partners with Finance, Treasury, IT, and Internal Audit to strengthen controls, improve processes, automate work, and support system implementations. Develops team members, manages performance metrics, and coordinates accounting activities for assigned entities and acquired businesses.

Manages a commercial insurance book of business, delivers client service, supports retention goals, maintains accurate records in EPIC, handles administrative responsibilities, and mentors associate account managers and team assistants. Requires commercial lines agency experience, intermediate Excel skills, strong communication, a Property and Casualty license, and occasional travel.

Manages employee benefits accounts by developing client relationships, coordinating with insurers, leading renewals and implementations, analyzing benefit plans, resolving complex service issues, and advising clients on strategy, compliance, enrollment, and market developments. Partners with producers and internal teams to deliver strategic plans, presentations, benchmarking, financial analysis, and high-quality client materials.