Senior Commercial Insurance Account Manager

Job Summary

The position of Senior Commercial Insurance Account Manager involves providing exceptional client service, managing a diverse portfolio of commercial insurance accounts, and fostering strong client relationships. This role also includes mentoring junior staff and collaborating with cross-functional teams to ensure customer satisfaction and account success.

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Responsibilities

• Manage a portfolio of complex commercial insurance accounts, ensuring clients’ needs are met with a high level of service and professionalism.
• Act as the primary point of contact for inquiries, policy renewals, and mid-term policy adjustments.
• Analyze clients’ insurance requirements and recommend coverage solutions tailored to their business needs.
• Prepare and present proposals, coverage options, and endorsements to new and existing clients.
• Collaborate with underwriters and carriers to negotiate pricing, terms, and conditions favorable to the client.
• Maintain accurate records of accounts, renewals, claims, and communications using the agency management system.
• Stay current on market trends, regulatory changes, and emerging risks relevant to clients' industries.
• Respond to client issues or concerns promptly, striving for rapid resolution and long-term satisfaction.
• Train and mentor account management staff, fostering professional growth and skill development.
• Contribute to the team’s success by participating in projects aimed at process improvement and operational efficiency.

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Qualifications/Requirements

• Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred.
• Minimum of 5–7 years of experience in commercial insurance account management or a similar role.
• Professional designations such as CPCU, CIC, or ARM are a plus.
• Strong knowledge of various lines of commercial insurance (e.g., property, liability, umbrella, workers' compensation).
• Excellent organizational and time-management skills, with the ability to manage multiple accounts and meet deadlines.
• Outstanding communication and interpersonal skills to build and maintain client relationships.
• Proficiency in Microsoft Office Suite and familiarity with industry-standard agency management systems (e.g., Applied Epic, AMS360).
• Analytical mindset with a focus on problem-solving and attention to detail.
• Ability to handle confidential information with integrity and discretion.
• Self-motivated with a proactive approach to workflow management.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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