Senior Account Manager

Role Overview

• Serve as the primary point of contact for assigned commercial clients, delivering timely, professional, and proactive service
• Manage the day-to-day servicing of a book of business, including policy changes, endorsements, certificates of insurance, ID cards, and coverage-related requests
• Market new and renewal business to insurance carriers, preparing submissions and obtaining competitive coverage and pricing options
• Coordinate and manage the renewal process, including gathering underwriting information, reviewing exposures, and preparing renewal proposals
• Respond promptly to client inquiries, carrier requests, and internal service needs while maintaining a high level of customer satisfaction
• Review new and renewal policies, endorsements, and other coverage documents to ensure accuracy and compliance with client needs and carrier requirements
• Prepare and review annual policy audits and assist clients with audit-related questions and documentation
• Maintain accurate and detailed client records, activities, and correspondence within the agency management system (Applied EPIC)
• Leverage carrier and agency technology platforms, including upload/download functionality and other interface tools, to maximize efficiency and accuracy
• Collaborate closely with Producers and Account Executives to support client retention, account growth, and new business opportunities
• Provide administrative and service support for complex accounts and clients requiring a higher level of account management
• Identify potential coverage gaps, service concerns, account issues, escalating matters and communicating key developments to Producers, Account Executives, and leadership as appropriate
• Maintain current knowledge of commercial insurance products, underwriting requirements, policy provisions, carrier appetites, and industry trends
• Participate in ongoing professional development, licensing compliance, and continuing education opportunities
• Assist with special projects, team initiatives, and provide backup support for other account management functions as needed

Requirements

• Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
• Mid-market or large commercial account experience highly preferred
• Strong knowledge of commercial insurance coverages, renewals, policy servicing, and carrier relationships
• Excellent organizational skills with the ability to prioritize, manage deadlines, and work proactively
• Strong verbal, written, and interpersonal communication skills
• Proficiency with Microsoft Word, Outlook, and Excel
• Experience with Applied EPIC or other agency management systems highly preferred
• Strong analytical, problem-solving, and attention-to-detail skills
• Ability to calculate and interpret insurance-related figures, including premiums, commissions, and percentages
• High School diploma required, Associate Degree or higher preferred
• Minimum 5+ years of Commercial Lines Property & Casualty insurance experience
• Active Property & Casualty license required
• Professional designations such as CPCU, CRIS, or similar insurance certifications preferred

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave and paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage