Account Representative - Commercial Insurance

Position Overview 

We are seeking a Property & Casualty Licensed Account Representative to support and service our existing commercial insurance clients. The ideal candidate is confident on the phone, detail-oriented, and able to deliver excellent client service while managing policy changes, answering coverage questions, and identifying opportunities to round out accounts. If you enjoy helping clients, working with a supportive team, and contributing to meaningful relationships, this role is for you. 

Key Responsibilities 

Client Service & Communication 

• Serve as a primary point of contact for commercial clients. 
• Answer coverage questions, provide policy guidance, and deliver timely follow-up. 
• Handle incoming calls and emails with accuracy, professionalism, and clarity. 

Policy Servicing & Technical Support 

• Process endorsements, certificates of insurance (COI), evidence of insurance, and routine service requests accurately and efficiently. 
• Maintain organized client files and documentation in the Agency Management System (AMS). 
• Review policies and request corrections or updates as needed. 
• Assist in the preparation of marketing submissions and quote comparisons for new and renewal business. 
• Facilitate audits and provide basic guidance on commercial claims reporting. 

Account Development & Retention 

• Identify cross-sell and up-sell opportunities (e.g., Cyber, EPLI, Umbrella) to round out existing accounts. 
• Assist producers and leadership with renewal preparation and proactive risk management communication. 
• Support client retention through proactive problem-solving. 

Team & Carrier Collaboration 

• Work closely with agency leadership to ensure smooth workflows and a consistent client experience. 
• Maintain positive and productive relationships with commercial carriers and underwriters. 

Qualifications 

• Active Property & Casualty License (Required). 
• Experience in commercial insurance account servicing. 
• Strong communication skills and confidence on the phone. 
• High attention to detail and commitment to accuracy. 
• Ability to manage multiple tasks and prioritize efficiently. 
• Familiarity with insurance agency management systems (e.g., Applied Epic, AMS360) is a strong plus. 

What We Offer 

• Competitive salary based on experience. 
• Health, Dental, and Vision Insurance. 
• 401(k) plan. 
• Paid Time Off (PTO) compliant with the Maryland Healthy Working Families Act. 
• Opportunities for professional development and continuing education (e.g., CIC, CRM, CISR). 
• A stable, supportive team environment with a focus on long-term client relationships. 

• Equal Opportunity Statement: TPG Risk Management is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by Maryland or federal law.