What are the responsibilities and job description for the Commercial Insurance Representative position at Scherz Insurance Group - Farm Bureau?
Benefits:
- WFH options
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Position Summary:
The Commercial Insurance Account Manager is responsible for servicing and retaining a book of small to mid-sized commercial accounts. In a small agency environment, this role requires someone who is resourceful, independent, and comfortable supporting multiple areas of the business—from client service to carrier coordination. This position plays a key role in maintaining strong client relationships and supporting overall agency growth.
The Commercial Insurance Account Manager is responsible for servicing and retaining a book of small to mid-sized commercial accounts. In a small agency environment, this role requires someone who is resourceful, independent, and comfortable supporting multiple areas of the business—from client service to carrier coordination. This position plays a key role in maintaining strong client relationships and supporting overall agency growth.
Key Responsibilities:
- Client Service & Account Management
- Serve as the primary point of contact for commercial clients, providing responsive and personalized support
- Handle coverage questions, policy changes, billing inquiries, and certificate requests
- Manage the full renewal process, including gathering information, marketing accounts, and presenting options
- Process endorsements, cancellations, reinstatements, and other policy updates
- Conduct coverage reviews and identify opportunities to improve client protection and retention
- Carrier & Internal Coordination
- Work directly with underwriters to obtain quotes, negotiate terms, and place coverage
- Maintain strong carrier relationships and ensure accurate, complete submissions
- Collaborate with producers/agency leadership to keep accounts on track and informed
- Claims & Operations Support
- Assist clients through the claims process, including reporting and follow-up
- Support general agency operations such as document management, basic admin tasks, and workflow improvements
- Contribute to a team environment by assisting where needed
Qualifications:
- Required
- 2 years of commercial insurance experience in an agency setting
- Active Property & Casualty license
- Knowledge of common commercial lines insurance products
- Preferred:
- Experience in a small or independent agency
- Familiarity with Guidewire and/or Salesforce
- Industry designations (CISR, CIC, CRM) a plus
Skills:
- Strong organizational skills and ability to manage multiple priorities
- Independent, problem-solving mindset
- Detail-oriented with solid documentation habits
- Customer-focused communication style
- Team player willing to support a variety of tasks
We take pride in how we show up for our clients and for each other. Our team is guided by the following values:
- Integrity: Always do the right thing, even when no one is looking
- Never Stop Learning: Continuously grow your knowledge to better serve clients
- Strive to Be the Best: We’re competitive and driven—because winning matters
- Understand First, Then Advise: We listen first so we can provide the right solutions
- Respect Each Other: A strong team starts with how we treat one another
- Exhibit Professionalism: We lead with professionalism to build trust and reduce friction