Accountabilities:

• Develop and maintain strong, trusted relationships with commercial insurance clients by understanding their needs and delivering responsive, customized service.
• Create and implement service plans that support client objectives and ensure consistent delivery throughout the insurance lifecycle.
• Manage the full account service process, including coverage discussions, applications, proposals, renewals, and client communications.
• Review and interpret complex Property & Casualty insurance policies, applications, proposals, and related documentation to identify coverage requirements and ensure accuracy.
• Prepare, review, and present renewal proposals to clients through written communications, virtual or in-person meetings, and other appropriate channels.
• Coordinate and manage the full insurance marketing process, working with carriers and other partners to obtain competitive coverage solutions.
• Negotiate coverage terms and contracts while balancing client requirements, market conditions, and business objectives.
• Maintain accurate and complete client records within agency management and other business systems.
• Collaborate with colleagues and insurance partners to provide a seamless, high-quality client experience.
• Identify and resolve service issues proactively, managing multiple priorities and deadlines in a high-energy environment.
• Support client meetings and travel as needed to strengthen relationships and address account needs.

Requirements:

• 3+ years of experience in commercial Property & Casualty insurance within an agency or related environment, preferably in an Account Manager or equivalent role.
• Strong understanding of commercial insurance concepts, coverage structures, policy documentation, applications, proposals, and renewal processes.
• Demonstrated experience managing the full insurance marketing process and negotiating contracts or coverage terms.
• Excellent written and verbal communication skills, with the ability to explain insurance concepts clearly and effectively to clients.
• Strong organizational, time-management, and problem-solving skills, with the ability to manage deadlines and multiple accounts simultaneously.
• Exceptional attention to detail and accuracy when reviewing policies, applications, proposals, and client information.
• Proficiency with Microsoft Excel, Word, and agency management systems.
• Experience with Applied Epic is a plus.
• A Property & Casualty license is preferred, or the ability to obtain one after hire.
• Bachelor’s degree in Business, Insurance, or a related field is preferred.
• Professional insurance designations such as CPCU, CLCS, ARM, or CISR are a plus.
• Self-motivated and comfortable working independently while contributing positively to a collaborative, fast-paced, high-volume team environment.
• Willingness to travel for client meetings when required.

Benefits:

• Base salary: $64,700–$120,400 annually, depending on experience, skills, education, certifications, location, and other applicable factors.
• Potential eligibility for performance-based incentives in addition to base compensation.
• Medical, dental, and vision insurance.
• 401(k) savings and other retirement programs.
• Employee assistance programs and wellness resources.
• Tuition assistance and professional development opportunities.
• Flexible work arrangement allowing employees to work remotely or from an office based on their schedule and preferences.
• 20 days of paid time off to start.
• Paid volunteer day and company-organized volunteer opportunities.
• Up to $1,000 annually in charitable donation matching.
• Up to $750 annually in wellness rewards.
• Inclusive, collaborative workplace culture with opportunities for individual and professional growth.
• Additional employee perks and workplace amenities.