Commercial Insurance Account Manager

This is a fully remote position, open to applicants in Utah.

📋 Description

• Act as the primary liaison for designated clients, ensuring a seamless transition from the sales phase through onboarding, policy servicing, and renewal.

• Effectively communicate policy specifics, coverage expectations, service procedures, and business relationship standards throughout the policy duration.

• Foster and sustain robust client relationships by delivering proactive support and continuous account management.

• Address client inquiries, clarify coverage questions, process endorsements, and assist with claims, audits, and inspection-related questions.

• Oversee client accounts throughout the policy duration by executing policy adjustments and resolving issues promptly.

• Collaborate with underwriters, carriers, and internal teams to address policy and account concerns while ensuring a consistent client experience.

• Keep track of upcoming renewals and actively engage clients to assess their coverage needs and changes in business operations.

• Conduct consultative renewal assessments and suggest coverage modifications that enhance retention and client satisfaction.

• Recognize opportunities to cross-sell bundled or complementary insurance products based on client needs and business goals.

• Introduce additional insurance solutions that align with client growth and changing coverage needs.

• Maintain precise and current client records in HubSpot, AMS, and other relevant systems, including interactions, policy updates, and referral data.

• Ensure data accuracy and timely documentation to support reporting, account visibility, and informed business decision-making.

• Generate referrals by providing outstanding service and nurturing strong client relationships.

• Collaborate with sales, underwriting, carrier, and customer service teams to meet client needs and aid in issue resolution.

• Stay informed about commercial insurance products, carrier underwriting guidelines, and industry best practices.

• Engage in carrier training, product education, and Learning & Development initiatives to uphold technical expertise and compliance.

• Comply with licensing requirements, operational procedures, and company standards for account management, client engagement, CRM usage, and policy servicing.

• Expected to perform additional duties as requested, directed, or assigned.

⛳️ Requirements

• Bachelor’s degree is preferred.

• Experience in commercial insurance account management, insurance sales, or a related client-facing insurance position.

• Strong understanding of commercial insurance products, coverage options, and underwriting principles.

• Familiarity with the insurance requirements of small and mid-sized businesses.

• Excellent consultative relationship-building and customer service abilities.

• Outstanding verbal and written communication skills.

• Strong organizational and time management capabilities, with the ability to handle multiple client relationships and priorities.

• Effective problem-solving skills and adaptability in a fast-paced environment.

• Experience with CRM and insurance agency management systems, including AMS platforms, is preferred.

• Proficient in Microsoft Office Suite, virtual meeting tools, and standard business applications.

• Ability to convey policy information and coverage recommendations clearly and effectively.

• Dedication to continuous learning and professional advancement within the insurance sector.

🏝️ Benefits

• Health, dental, and vision insurance plans.

• Excellent work-life balance with 4 weeks of Paid Time Off.

• 10 Paid Company Holidays plus 2 floating holidays.

• 401K programs with employer matching.

• Personal assistance programs to support a healthy personal and work life.