Commercial Account Manager

Our client is a leading provider of personal, commercial and group benefits lines of insurance that also offers employer-paid medical, dental, vision and 401k benefits. They are currently looking for a Commercial Account Manager to join their dedicated team of professionals. This role is integral in managing client expectations, facilitating policy reviews, and negotiating and re-marketing with carriers.

Commercial Account Manager Job Responsibilities

• Oversee pre-renewal meetings and manage client expectations.
• Facilitate policy reviews, make changes, negotiate and re-market with carriers.
• Bind policies; the producer will close the deal and gather signatures.
• Manage a high volume of small business and small commercial accounts (Contractors, Restaurants, Hotels, Retail, etc.).
• Work primarily in-office, with potential for hybrid work after training.

Qualifications

• Minimum of 5 years’ experience as a Commercial Account Manager.
• Experience within independent broker firms only (no American Family, Farmers, State Farm, etc. captives or carriers).
• Proficient in managing pre-renewal meetings, understanding coverage changes, making policy changes, negotiating and re-marketing with carriers, as well as processing certificates and endorsements.
• Adaptable to a blended work environment (3 or 4 days a week in-office and 1 or 2 days remote).

If you are a detail-oriented team player with the necessary qualifications, we encourage you to apply for this exciting opportunity. This role is perfect for someone who thrives in a high-volume, transactional environment and is adept at managing small to medium-sized accounts.