Senior Account Manager for Commercial Lines

2 weeks ago


Tulsa, Oklahoma, United States APR Full time
Job Overview

Position Title: Senior Commercial Lines Account Manager | Hybrid

Location: Tulsa, OK

Salary: Competitive based on experience

This role offers a flexible working arrangement, allowing for remote work with occasional office visits for the right candidate. You will manage a well-established portfolio of small to middle market clients, providing expert consultation on coverage options, addressing client concerns, and identifying opportunities for cross-selling and upselling.

Key Responsibilities
  • Oversee a designated book of business, ensuring timely management of renewals, documentation, and client communications.
  • Engage in consultative discussions with commercial clients, fostering strong relationships with both clients and carriers.
  • Secure renewal quotes from existing carriers, manage the renewal process, and handle non-renewals and cancellations as necessary.
  • Identify and pursue opportunities for cross-selling and upselling, while also supporting additional tasks as required.
Preferred Qualifications
  • A minimum of three years of experience in customer service or account management within the insurance sector.
  • Possession of a Property/Casualty License covering all lines.
  • Comprehensive understanding of insurance products and documentation.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Experience with Applied/EPIC or AMS360 is advantageous.
  • Ability to work effectively both independently and collaboratively.
  • Willingness to pursue ongoing education and professional development.
  • Capacity to thrive in a dynamic, fast-paced environment.

Company Benefits: 401K, educational support, career advancement opportunities, and flexible hybrid work schedules.

The compensation range for this position considers various factors, including experience, skill set, and licenses. The estimated salary range is between $65,000.00 and $100,000.00.



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