Experienced Licensed Insurance Account Manager - Commercial and Personal Lines
Job Description
Are you an experienced insurance professional who enjoys solving problems, building strong client relationships, and managing your own book of business without being micromanaged?
We are an established, growing insurance agency seeking a confident and resourceful Licensed Insurance Account Manager to service both commercial and personal-lines clients. This is not an entry-level position. We are looking for someone who understands insurance, takes ownership of their responsibilities, and knows how to find solutions independently.
The right person will be proactive, organized, and comfortable making decisions within their authority. You should know how to research coverage and carrier questions, follow through on open items, and communicate clearly with clients and team members.
Benefits
- Paid Time Off (PTO)
- Work from Home
- Dental Insurance
- Hands on Training
- Vision Insurance
- Mon-Fri Schedule
- Career Growth Opportunities
- Training
- paid Holidays
- Commission Opportunities
- Great Company culture
- uncapped Commission
- Bonus
Responsibilities
- Manage and service an assigned book of commercial and personal-lines clients
- Handle endorsements, renewals, cancellations, billing questions, certificates, audits, inspections, and policy-document requests
- Review policies for coverage gaps and recommend appropriate solutions
- Cross-sell additional coverage, including umbrella, auto, home, life, workers’ compensation, commercial auto, cyber, EPLI, and other relevant products
- Build long-term relationships with clients through responsive and thoughtful service
- Proactively contact clients regarding renewals, premium increases, underwriting concerns, and coverage changes
- Communicate with carriers, underwriters, finance companies, mortgage companies, and other parties
- Track pending items and follow through until each issue is fully resolved
- Document client conversations and activities accurately in the agency management system
- Help retain clients by identifying concerns early and providing practical solutions
- Recognize sales opportunities within the existing book and confidently ask for the business
Requirements
- Active Property & Casualty insurance license
- At least 2 years of insurance account-management or customer-service experience
- Experience servicing both commercial and personal-lines accounts
- Strong knowledge of insurance coverages, endorsements, underwriting requirements, and agency procedures
- Strong cross-selling and relationship-building skills
- Comfortable working in a fast-paced environment with limited supervision
- Able to research and troubleshoot issues before escalating them
- Comfortable taking ownership of mistakes, correcting them, and learning from them
Technology-comfortable and able to learn agency systems quickly