Account Manager, Small Business – Commercial Insurance

This is a fully remote position, open to applicants in New Hampshire, +7 more states.

📋 Description

• Act as the main contact for small business clients via phone and email.

• Evaluate and verify commercial insurance policies for precision and suitable coverage.

• Create audit check spreadsheets across various lines of coverage.

• Keep policy and client records organized in Applied Epic or a comparable agency management system.

• Complete policy billing templates and collaborate with Accounting for prompt processing.

• Collect renewal data, market accounts, and liaise with carriers to obtain competitive coverage options.

• Develop and deliver renewal and new business proposals to clients.

• Issue certificates of insurance, evidence of property, auto ID cards, and endorsements.

• Examine endorsements, audits, and policies for accuracy prior to client delivery.

• Work together with producers, carriers, and internal colleagues to ensure a smooth client experience.

⛳️ Requirements

• Minimum of 2 years of experience in commercial lines insurance, ideally within an agency or brokerage setting.

• Familiarity with commercial insurance coverages across various lines.

• Experience in supporting or managing a high-volume small commercial book of business.

• Preferred experience with Applied Epic; knowledge of AMS360 or a similar agency management system is also beneficial.

• Strong attention to detail, excellent organization, and effective follow-through.

• Professional communication skills and a service-oriented approach.

• Capability to handle competing priorities and take charge of client needs.

• Active Property & Casualty insurance license, or the ability to acquire any additional licenses necessary for the role.

• Occasional travel may be necessary depending on the book of business and industry focus.

• Ability to excel in a collaborative environment where shared responsibility is important.

• Preference for candidates residing in GA, MD, NH, OH, PA, SC, TX, VA, or WV.

🏝️ Benefits

• Employee ownership through an ESOP, allowing eligible employees to participate in JKJ’s long-term success.

• Opportunities for career advancement with clear expectations and support.

• A people-first culture grounded in collaboration, integrity, and enduring relationships.

• Influence in how tasks are accomplished; ideas, initiative, and continuous improvement are encouraged.

• Stability of a well-established firm with the mindset of a modern, forward-thinking brokerage.

• Fully remote work option available.

• On-site workspace for candidates near the Horsham, PA office.