Commercial Insurance Account Manager
4 days ago
Join a dynamic organization that values collaboration, innovation, and professional growth. Work on meaningful projects that blend advanced technology with exceptional client service while thriving in a culture built on trust, transparency, and teamwork. Enjoy outstanding benefits and opportunities to advance your career in an environment that truly invests in its people.
Primary Services is excited to announce the role of
Commercial Insurance Account Manager
for a well-established client in the insurance and risk management industry. This position offers the opportunity to manage a diverse book of commercial accounts while delivering best-in-class service and building lasting relationships with clients, carriers, and producers. The
Commercial Insurance Account Manager
plays a key part in maintaining client satisfaction, ensuring policy accuracy, and supporting long-term business growth for a nationally recognized firm with a strong reputation for excellence.
Responsibilities
- Serve as the primary point of contact for a portfolio of commercial lines clients, delivering superior service and technical expertise.
- Manage the full renewal process, coordinating with clients and carriers to ensure timely and accurate completion.
- Respond to client inquiries regarding coverage, billing, claims, and account changes.
- Prepare and process certificates, binders, endorsements, and other client documentation.
- Analyze coverage terms, exposures, and policy gaps, recommending solutions that meet client needs.
- Manage quoting and renewal submissions, ensuring accurate data and compliance with carrier requirements.
- Review and negotiate carrier quotations to secure optimal terms and pricing.
- Prepare and present professional proposals for client review and approval.
- Collaborate with producers, underwriters, and carriers to execute renewal and placement strategies.
- Maintain organized and accurate client files within the agency management system.
- Stay current on market trends, insurance regulations, and product knowledge.
- Mentor new team members and contribute to process improvements.
Qualifications
- Minimum of 5 years of commercial insurance account management or client service experience.
- Active Property & Casualty License required.
- High school diploma or equivalent required; college degree preferred.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong technical knowledge of commercial Property & Casualty coverages, forms, and markets.
- Demonstrated experience managing renewals, placements, and client relationships.
- Familiarity with Applied Epic or similar agency management systems preferred.
- Professional designations such as CIC, CPCU, AU, or AINS preferred.
- Excellent organizational and time management skills with strong attention to detail.
This role offers a competitive salary ($70,000–$100,000, commensurate with experience) plus performance incentives, comprehensive benefits, paid time off, and a flexible remote work arrangement—perfect for professionals seeking growth within a supportive, high-performing culture.
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