Commercial Account Manager/Agent

We are seeking a motivated and detail-oriented Commercial Lines Account Manager/Agent to join our growing team. In this role, you will manage and develop a portfolio of commercial insurance accounts while delivering exceptional service and building lasting client relationships.

The ideal candidate is highly organized, client-focused, and skilled at balancing multiple priorities. A Property & Casualty License is preferred; however, candidates without a license must be willing and able to obtain one shortly after hire. Experience with Applied EPIC is a plus.

Key Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring a high level of client satisfaction and retention
• Build and maintain strong client relationships by understanding their unique insurance needs
• Assist clients with policy renewals, endorsements, and claims processes
• Conduct regular account reviews to ensure appropriate coverage and identify cross-selling opportunities
• Maintain accurate and up-to-date client records within the agency management system
• Stay current on industry trends, regulatory changes, and product offerings to provide informed guidance

Qualifications

• Proven experience in insurance sales or account management, preferably in commercial lines
• Strong communication skills with the ability to clearly explain complex information
• Active Property & Casualty License (or willingness to obtain upon hire)
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities

Why Join Us?

Become part of a team that values professionalism, client service, and growth. In this role, you will play a key part in delivering tailored insurance solutions that protect and support our clients’ businesses.

Job Type: Full-time

Benefits: PTO, Health Insurance, 401k

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person

Salary : $60,000 - $70,000