We’re looking for a seasoned commercial insurance professional who thrives in a consultative, client-facing role. This position owns and services a substantial multi-million dollar commercial portfolio —made up of middle-large market accounts from a broad mix of industries such as real estate, construction, manufacturing, nonprofit organizations, distribution, and staffing firms.

Responsibilities

• Act as the lead relationship manager for a diversified group of commercial clients with complex insurance needs
• Retain, expand, and service a mid-to-large market commercial book
• Manage all aspects of ongoing account servicing including renewals, marketing, carrier negotiation, binding, and policy delivery
• Collaborate closely with internal marketing and placement teams on high-value or challenging renewal and remarketing strategies
• Oversee policy documentation, endorsements, audits, invoicing, and insurance certificates, while effectively utilizing a dedicated virtual assistant for routine processing and administrative tasks
• Ensure that client files, notes, and policy records are accurate and current within the agency’s management system
• Work with an assistant that supports transactional and administrative workflows

Experience and Qualifications:

• 5+ years of commercial lines experience in account management or client service
• Experience servicing mid-market and large commercial accounts ($100K+ preferred)
• Strong knowledge of GL, Auto, Property, Workers’ Comp, and Umbrella coverages
• Proficient with agency management and document systems
• Solid understanding of carrier appetites and underwriting guidelines
• Excellent communication, organization, and problem-solving skills
• Ability to manage multiple clients and deadlines effectively

Hybrid - only monthly in-office requirements!