What are the responsibilities and job description for the Small Business Account Manager Commercial Insurance position at Mallory Agency?
About Us
Mallory Agency is an independent insurance agency committed to delivering exceptional service and trusted risk management solutions to businesses throughout the Southeast. We believe in building lasting relationships with our clients while fostering a collaborative, team-oriented culture where our employees can grow and succeed.
Position Summary
Mallory Agency is seeking a Small Business Account Manager to join our Commercial Lines team. This role is responsible for managing a book of small business accounts by delivering outstanding customer service, maintaining strong carrier relationships, and supporting producers in the retention and growth of client accounts.
The ideal candidate is organized, detail-oriented, and thrives in a fast-paced environment while providing an exceptional client experience.
Responsibilities
- Manage and service an assigned book of Commercial Lines small business accounts.
- Respond to client requests regarding policy changes, endorsements, certificates, billing, and coverage questions.
- Prepare new and renewal policy documentation.
- Work closely with insurance carriers to obtain quotes and process policy changes.
- Assist producers with account rounding and retention strategies.
- Review policies for accuracy and ensure documentation is complete.
- Maintain accurate client records and activities within the agency management system.
- Deliver proactive, responsive customer service that strengthens long-term client relationships.Responsibilities:
Qualifications
- 2–3 years of Commercial Lines Account Management or related insurance experience required.
- Active Property & Casualty insurance license (or ability to obtain quickly if applicable).
- Strong communication, organizational, and time management skills.
- Ability to manage multiple priorities while maintaining attention to detail.
- Proficiency with Microsoft Office (Outlook, Word, Excel).
- Applied Epic experience is strongly preferred.
- Ability to work onsite at one of our office locations in LaGrange, GA; Columbus, GA; or Auburn, AL.
What We Offer
- Competitive salary based on experience
- Comprehensive benefits package
- Paid time off and holidays
- Professional development opportunities
- Supportive and collaborative team environment
- Opportunity to grow your career with an established independent agency
If you're passionate about helping small business clients and enjoy working in a collaborative environment, we'd love to hear from you.
Apply today and become part of the Mallory Agency team.
Pay: $60,000.00 - $65,000.00 per year
Work Location: In person
Salary : $60,000 - $65,000