Job Description

Are you looking for a stable, positive work environment where your work is appreciated and your input counts?

Our client is seeking a service-driven, detail-oriented Account Manager to join their growing commercial lines team. This role involves managing and servicing select to mid-market clients with professionalism and care. At this agency, you’re not just a number, you’re part of a team that values long-term relationships, both with our clients and our employees.

Here's what sets the agency apart:

• Family-Owned and Operated: leadership is local, accessible, and personally invested in your success.
• Growing, Not Selling: As they expand, they remain proudly independent and have no intention of selling to a large brokerage.
• Career Growth is Encouraged: They support continuing education, licensing, and professional development so you can grow with the agency.
• Team-Oriented Atmosphere: You’ll work with experienced, supportive colleagues who want to see you succeed.
• Your Voice Matters: Employee input is welcomed and often implemented.
• People Stick Around: Team members have an above-average tenure because they love where they work, and it shows.

Key responsibilities include:

• Manage a book of select to mid-market commercial accounts across diverse industries
• Serve as the day-to-day contact for clients regarding coverage, billing, certificates, endorsements, and renewals
• Process policy changes, quote new business, and market accounts to carriers
• Prepare proposals and renewal presentations
• Maintain accurate client and policy data in the agency management system
• Communicate professionally and effectively with clients, underwriters, and team members
• Identify coverage gaps and recommend appropriate solutions
• Support Producers with client service, retention, and upselling opportunities
• Ensure compliance with agency and carrier guidelines

Qualifications:

• Active Property & Casualty insurance license (required)
• Minimum of 2 years’ experience working in an agency setting
• Familiarity with various industry risk profiles and insurance needs
• Strong understanding of commercial lines (e.g. GL, WC, commercial packages, BOPs, EPLI, professional lines, etc.)
• Familiarity with agency management systems (e.g. AMS360, Applied Epic)
• Strong customer service, communication, and organizational skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to manage multiple tasks and deadlines efficiently
• Team-oriented with a proactive and positive attitude
• Bilingual (English/Portuguese) is a plus
• Experience working with multiple carriers and markets

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