Commercial Insurance Account Manager

$45,000 - $65,000/Yr

Insocial Risk Advisors - Westerville, OH

Full-time - Entry Level

Remote - Westerville, OH

About the position

The Commercial Account Manager is responsible for retaining, developing, and serving a portfolio of commercial accounts. This role emphasizes a proactive, consultative approach to customer service, ensuring that both the proactive and reactive needs of clients are met efficiently. The position requires a Property & Casualty License and experience in commercial insurance or strong B2B sales experience. The role offers a hybrid work environment and includes responsibilities related to sales, retention, and client management.

Responsibilities

• Retain and develop a book of commercial accounts.
• Serve as a proactive, consultative advisor to clients.
• Manage the client's renewal process and facilitate timely renewal proposals.
• Deliver policies to clients, either in person or digitally, highlighting coverage and providing education.
• Re-market customer accounts with other carriers as needed.
• Troubleshoot larger issues and assist clients with claims.
• Connect clients with carriers' risk management tools and resources.
• Assist partners with niche-specific projects as needed.

Requirements

• Valid Property & Casualty License required.
• Experience in commercial insurance or strong B2B sales experience.
• Ability to work independently and be technologically proficient.

Nice-to-haves

• Experience in sales is preferred.

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Profit sharing
• Work from home