Commercial Insurance Account Representative

Role Overview

• Serves as a liaison between brokers and underwriting teams to negotiate and prepare renewals, proposals and account servicing materials.
• Maintains strong relationships with brokers by providing responsive, knowledgeable, and solutions-oriented service.
• Promotes additional coverage/programs to existing accounts.
• Drives account retention and growth, proactively managing renewals and supporting seamless client onboarding and account setup and documentation.
• Conducts market research and networks to identify trends, customer needs, and competitive landscape.
• Participates in collaborating with management and internal resources to create and execute marketing campaigns across various channels, including digital, print, and social media.
• Engages with existing and prospective new customers and brokers to build relationships to achieve the targeted profit goals of the division.
• Additionally, May assist with coordinating/transferring books of business and ongoing contract management.
• Responsible for achieving premium development and retention/persistency goals.
• Promotes the Company’s brand at events, trade shows, and through ongoing broker and client engagement through digital platforms to increase brand visibility and recognition.
• May prepare reports to analyze and develop existing business profile/mix and the quality and quantity of new business.
• Performs other duties as assigned.

Requirements

• Bachelor’s Degree in Marketing, Business, Communications, or a related field or equivalent experience.
• Generally, a minimum of 6 months of experience in a marketing role, preferably within a similar industry.
• May require insurance licensure or FINRA Series 6 depending on product line.
• Familiar with marketing principles and practices.
• Excellent written and verbal communication skills.
• Proficiency in marketing software and tools, such as CRM systems, email marketing platforms, and social media management tools.
• Creative mindset with the ability to think outside the box.
• Strong analytical skills and attention to detail.
• May require day and overnight travel (10-20%) to visit agents, brokers, or clients.

Benefits

• We offer competitive benefits packages for full-time and part-time employees*.
• Full-time employees have access to medical, dental, and vision coverage.
• Wellness plans.
• Parental leave.
• Adoption assistance.
• Tuition reimbursement.
• Paid Time Off and paid holidays.
• A 401(k) plan with company match.
• An employee stock purchase plan.
• Commuter benefits.