insurance account manager

Vince Konen Insurance Agency, Inc.

<div>About Us
Konen Insurance is a trusted independent agency providing a comprehensive suite of insurance solutions designed to protect our clients from the unexpected. We do more than sell insurance-we partner with our clients to help them make informed decisions about their protection and future. As a family-owned business, we are committed to fostering a workplace culture of courtesy, respect, and empowerment for our employees.
Position Overview: Commercial Lines Account Manager. We are seeking a dynamic and client-focused Commercial Lines Account Manager to build and maintain strong relationships with clients and carrier representatives while delivering outstanding customer service. This role requires sound judgment, excellent communication skills, and the ability to represent the agency positively in both professional and community settings. A positive outlook and growth mindset are essential to success in this position.
Licensing Requirements: A valid insurance license is required for this role. If you do not currently hold an insurance license, it is expected that you complete and obtain your license within 90 days of employment. We cover the cost of the licensing class and exam to support your success.
CompensationBenefits<ul><li>
Pay range: $45,000 - $70,000/year (based on experience)</li><li>
Performance-based bonus and incentive opportunities</li><li>
Major medical insurance</li><li>
Short-term and long-term disability insurance</li><li>
Voluntary life, vision, and dental insurance</li><li>
Paid time off (PTO)</li><li>
Paid holidays</li><li>
Retirement savings account</li><li>
Company-sponsored events</li><li>
Opportunities for professional growth and advancement</li></ul>
Key Responsibilities<ul><li>
Manage and service assigned accounts following agency best practices.</li><li>
Maintain high levels of client satisfaction through proactive communication and problem-solving.</li><li>
Assist with marketing and placement of new business and renewal accounts.</li><li>
Achieve sales and retention goals by identifying opportunities for account rounding and up-selling.</li><li>
Conduct annual policy reviews to ensure clients have appropriate coverage.</li><li>
Maintain organized and accurate client files, including processing policies, endorsements, invoices, and binders.</li><li>
Oversee renewal expiration lists, binders, and aged receivables.</li><li>
Ensure proper documentation and adherence to underwriting requirements.</li><li>
Prepare billing statements in accordance with credit and collection policies.</li><li>
Verify the accuracy of all processed transactions and policy changes.</li><li>
Stay updated on industry trends, underwriting requirements, and carrier updates.</li><li>
Participate in continuing education courses for insurance and sales skills development.</li><li>
Keep current with industry regulations and best practices through ongoing training and professional development.</li><li>
Engage in special projects as requested by management.</li></ul>
QualificationsEducation<ul><li>
Two-year associate degree required; four-year college degree preferred.</li><li>
Experience with Adobe Pro, Microsoft Word, Excel, Outlook, and phone systems.</li><li>
Strong time management, organizational, and problem-solving skills.</li><li>
Excellent verbal and written communication skills.</li><li>
Desire to develop and maintain a deep knowledge of insurance industry products and best practices.</li><li>
High level of self-motivation, initiative, and ability to work independently.</li><li>
Familiarity with brokerage operations, claims handling, risk assessment, and applicable insurance laws.</li></ul>
Why Join Konen Insurance?
At Konen Insurance, we value diversity, collaboration, and professional growth. We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</div>

Insurance Account Manager

bizjobz LLC

Our client is a highly successful and growing commercial insurance agency located in Sussex County, NJ. They are committed to delivering exceptional client care with honesty, integrity, and a strategic approach to business. As part of their growth, they are seeking a licensed and experienced Commercial Lines Insurance Account Manager to join their dynamic team. Key Responsibilities: <ul> <li> Client Management: Serve as the primary point of contact for an assigned book of commercial lines business, ensuring all aspects of client servicing are handled with professionalism and efficiency. </li> <li> Strategic Planning: Utilize strategic thinking to anticipate client needs and provide tailored insurance solutions. </li> <li> Daily Interaction: Build and maintain strong relationships with clients by working with them daily to address inquiries, resolve issues, and provide guidance on insurance products. </li> <li> Rate-Making and Underwriting: Demonstrate experience in rate-making and possess a general knowledge of underwriting processes to support client needs effectively. </li> <li> Staff Coordination: Manage and collaborate with team members to ensure workflow efficiency and resolve daily operational challenges. </li> </ul> Requirements: <ul> <li> Licensing: Valid insurance license is required. </li> <li> Industry Expertise: <ul> <li> Proficient in insurance terminology, protection solutions, and the application of policies to meet client needs. </li> <li> Knowledgeable about rating processes and available insurance markets. </li> </ul> </li> <li> Experience: At least 3 years of experience in servicing commercial business. </li> <li> Technical Skills: <ul> <li> Proficiency in Microsoft Office Suite (Word, Excel, Outlook). </li> <li> Familiarity with Applied TAM software preferred. </li> </ul> </li> <li> Professionalism: <ul> <li> Exceptional organizational and time-management skills with the ability to prioritize effectively. </li> <li> Strong verbal and written communication skills. </li> <li> Demonstrated reliability, integrity, and proactive problem-solving skills. </li> </ul> </li> <li> Professional Designations: <ul> <li> Designations such as CIC, CRM, ARM, CPCU, or AAI are highly desirable but not required. </li> </ul> </li> </ul> Compensation and Benefits: <ul> <li> Compensation: <ul> <li> Competitive, experience-based salary. </li> <li> Supplemental pay opportunities, including bonuses and commissions. </li> </ul> </li> <li> Benefits: <ul> <li> 401(k) with profit sharing. </li> <li> Comprehensive health and dental insurance. </li> <li> Paid time off (PTO). </li> <li> Life and long-term disability (LTD) insurance. </li> <li> Company-sponsored events, such as a summer outing and holiday party. </li> </ul> </li> </ul> Ideal Candidate Attributes: <ul> <li> Highly self-motivated with a positive attitude. </li> <li> Committed to delivering excellent client service. </li> <li> Innovative and forward-thinking with a proactive approach to challenges. </li> </ul> If you are a seasoned Commercial Insurance Account Manager looking to join a thriving agency with a commitment to excellence, we encourage you to apply and become a valued member of this exceptional team. <img src="https://www.jobg8.com/Tracking.aspx?snYreeyfh7k1gMGQzu5XQ8%2bM6z5EhwTsh" width="0" height="0" />

Commercial Lines Insurance Account Manager

CK Insurance Group, LLC

What You&rsquo;ll DoAs the key member and leader of our service team, you&rsquo;ll handle the day-to-day details that keep our clients confident and covered. You&rsquo;ll manage policies, support retention, and ensure every interaction reflects the quality of our agency.Your primary responsibilities include:<ul><li>Managing client requests for policy changes, endorsements, and renewals</li><li>Delivering timely, accurate, and proactive service to clients across multiple carriers</li><li>Handling billing questions, proof of insurance, and documentation updates</li><li>Supporting new business quoting and application processing</li><li>Coordinating with underwriters and producers to resolve client needs</li><li>Maintaining detailed records in our Agency Management System (AMS)</li><li>Assisting with administrative tasks, audits, and compliance updates</li><li>Building trusted relationships that promote client satisfaction and retention</li></ul>Who You AreYou&rsquo;re sharp, organized, and client-focused &mdash; the kind of person who never lets the details slip and always wants to deliver &ldquo;wow&rdquo;-level service.<ul><li>Active Ohio Property &amp; Casualty license (required)</li><li>2+ years of experience as a CSR or Account Manager (personal or commercial lines)</li><li>Excellent written and verbal communication skills</li><li>Highly organized with strong attention to detail</li><li>Confident using modern agency tech platforms</li><li>Motivated to grow with a fast-moving, client-first agency</li></ul>Job Type: Full-timePay: $60,000.00 - $75,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li><li>Professional development assistance</li><li>Referral program</li><li>Relocation assistance</li><li>Retirement plan</li></ul>Work Location: Hybrid remote in Columbus, OH 43215

Licensed Insurance CSR / Account Manager – Independent Agency (Growth-Focused)

Insurance Office of America

<div>Description
Job Description: 

Job Description 
Title: Account Manager - Commercial Lines
Fully Remote (Eastern or Central Time Zone candidates) | Supporting: Charleston, SC | Book Focus: General, Construction, Contractors 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. 
 
Key Responsibilities:<ul><li>
Technical Competence: Maintain technical competence and industry expertise.</li><li>
Team Leadership: Direct daily activities of the account management team.</li><li>
Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.</li><li>
Policy Management: Manage policy expirations and renewals.</li><li>
Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.</li><li>
Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.</li><li>
System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.</li><li>
Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.</li><li>
Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.</li><li>
Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.</li><li>
Policy Compliance: Stay updated on company policies and procedures.</li><li>
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.</li><li>
Champion IOA Values: Demonstrate integrity and leadership.</li></ul> 
 
Ideal Candidate Qualifications:<ul><li>
3+ years of commercial lines account management experience, or 5+ years in the insurance industry</li><li>
Thorough knowledge of insurance brokerage and client needs</li><li>
Required active property &amp; casualty licensing; professional designation (CIC or equivalent) preferred</li><li>
Strong analytical, problem-solving, and decision-making skills</li><li>
Exceptional customer service, communication, multitasking, and organizational skills</li><li>
Proficiency in MS Office (Outlook, Word, Excel)</li><li>
High School Diploma (or equivalent)</li></ul> 
 
What We Offer:<ul><li>
Competitive salaries and bonus potential</li><li>
Company-paid health insurance</li><li>
Paid holidays, vacations, and sick time</li><li>
401K with employer match</li><li>
Employee stock plan participation</li><li>
Professional growth and career progression opportunities</li><li>
Respectful culture and work/family life balance</li><li>
Community service commitment</li><li>
Supportive teammates and a rewarding work environment</li></ul> 
 
What to Expect (Application Process):<ul><li>
30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>
Salary Range 
Pay For Transparency Salary Information 
The expected pay range for this position is $60K to $90K per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</div>

Commercial Lines Account Manager - Construction, Contractors (Remote Opportunity)

<div>
 
 
 Job Title:
 
 Account Manager - AON
 
 
 
 Location:
 
 Riyadh, Saudi Arabia
 
 
 
 
 
 
 
 
 
 Overview:
 
 
 
 The Account Manager serves as the primary liaison between clients and insurers, managing client accounts and delivering tailored insurance solutions. This role is responsible for assessing insurance needs, negotiating with insurers, maintaining compliance with Saudi Arabian regulations, and ensuring service excellence in every client interaction.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 
 1. Client Relationship Management
 
 
 <ul>
 <li>
 Develop and maintain strong relationships with clients, understanding their insurance needs.
 </li>
 <li>
 Serve as the main point of contact for client inquiries, claims, policy renewals, and day-to-day servicing.
 </li>
 </ul>
 
 
 2. Placement
 
 
 <ul>
 <li>
 Analyze client risk exposures and recommend appropriate insurance products.
 </li>
 <li>
 Collaborate with insurance companies to negotiate competitive quotes and coverage terms.
 </li>
 <li>
 Prepare and present proposals, organize policy placements, and manage renewals.
 </li>
 </ul>
 
 
 3. Regulatory &amp; Compliance
 
 
 <ul>
 <li>
 Ensure all activities comply with Insurance Authority (IA) regulations and guidelines for insurance brokers.
 </li>
 <li>
 Maintain proper documentation and records.
 </li>
 <li>
 Stay updated on regulatory changes and their impact on the insurance industry.
 </li>
 </ul>
 
 
 4. Administration
 
 
 <ul>
 <li>
 Prepare reports, maintain client records, and ensure accurate policy documentation.
 </li>
 <li>
 Handle premium collection, invoicing, and resolve account discrepancies.
 </li>
 </ul>
 
 
 5. Business Development
 
 
 <ul>
 <li>
 Identify cross-selling and upselling opportunities.
 </li>
 <li>
 Participate in marketing initiatives, client meetings, and events.
 </li>
 </ul>
 
 
 Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in business, Finance, Insurance, or a relevant field.
 </li>
 <li>
 Proven experience (2+ years) in insurance broking or insurance companies.
 </li>
 <li>
 Good understanding of the insurance market and IA regulatory landscape.
 </li>
 <li>
 Strong negotiation, communication, and presentation skills.
 </li>
 <li>
 Proficiency in Arabic and English.
 </li>
 </ul>
 
 
 
 
 
 
 
 Applicants must be legally eligible to work in Saudi Arabia and will be required to comply with all local labor laws and regulations. Aon is committed to supporting Saudization and encourages Saudi nationals to apply.
 
 
 
 
 
 
 About Aon:
 
 
 
 Aon is a leading global provider of risk management, retirement, and health solutions. Our teams empower clients with innovative solutions, backed by industry expertise and local market knowledge. At Aon, we foster an inclusive and collaborative workplace where everyone is encouraged to bring their best self to work. Join us to make an impact and grow your career as part of a world-class organization.
 
</div>

Account Manager

Gregory & Appel Insurance

<div>Job Description: 
 
Shift: First Shift 
Are you a detail-oriented insurance professional who thrives on building client relationships and delivering outstanding service? At Gregory &amp; Appel, we are looking for a local Commercial Lines Account Manager (AM) to join our growing Indianapolis team. This is a great opportunity to work alongside top industry leaders, support meaningful clients, and advance your career with a company that invests in you and your community.

As a Commercial Lines Account Manager, you will play a vital role in helping clients protect what matters most. 
Experience and Skills:
What You&rsquo;ll Do<ul><li>
Manage client accounts, identifying coverage gaps and recommending solutions</li><li>
Support Producers with new/renewal business, proposals, quotes, and policy accuracy</li><li>
Handle service requests (certificates, endorsements, audits, cancellations) promptly</li><li>
Deliver exceptional client service with a fast, professional response</li></ul>
What We&rsquo;re Looking For<ul><li>
Property &amp; Casualty license and 3+ years of commercial insurance service experience</li><li>
Strong knowledge of insurance products, markets, and underwriting</li><li>
Excellent communication, organization, and client service skills</li><li>
Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred</li><li>
Applied Epic experience preferred but not a deal breaker</li></ul> 

Job Benefits:
Why You'll Love Working Here<ul><li>
Flexible PTO, extended holiday weekends &amp; hybrid/remote options</li><li>
Medical, Dental, Vision, Life Insurance &amp; 401(k) with match</li><li>
Tuition reimbursement &amp; professional development support</li><li>
A culture that values diversity, community giving (10% of profits donated), and employee growth.</li><li>
A people-first culture with Belonging, Giving, Innovation, Growth, Insight that serve as our agency&rsquo;s Guiding Principles.</li><li>
Competitive pay and benefits with flexibility and balance.</li><li>
Hybrid work schedule: Tuesday&ndash;Thursday in-office, with flexibility on Mondays and Fridays</li></ul>
Join a team that invests in you, supports your success, and makes a difference in the community.
Apply today to grow with Gregory &amp; Appel! 
 
From: Gregory &amp; Appel Insurance</div>

Commercial Lines Account Manager- Indianapolis

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