Account Manager

Job Description

Day to Day: We are seeking an experienced Account Manager to join a growing Commercial Insurance team. This role is ideal for a service-driven professional with a strong background in insurance sales and client management who enjoys building relationships, solving complex challenges, and delivering tailored insurance solutions.

In this position, you'll partner closely with clients, internal team members, and carrier partners to ensure exceptional service throughout the policy lifecycle. You'll play a critical role in retention, growth, and compliance while contributing to a collaborative and high-performing team environment.

Key Responsibilities:

Manage the end-to-end renewal process by gathering client information, analyzing coverage needs, and supporting the delivery of timely, customized insurance solutions.

Identify coverage gaps, review claims activity, retain existing business, and support the sale of additional services and lines of coverage.

Build and maintain strong relationships with clients and carrier partners through responsive communication and a high level of customer service.

Support client risk management needs through consultative conversations and tailored strategies aligned to their business goals.

Mentor and support junior team members by delegating tasks, providing clear and constructive feedback, and encouraging ongoing professional development.

Conduct audits and reviews to ensure regulatory compliance and maintain high service standards.

Maintain accurate, up-to-date client and policy records within internal systems.

Leverage technology and tools to improve efficiency, streamline workflows, and enhance service delivery.

Effectively manage competing priorities to ensure all deadlines are met and client expectations are exceeded.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

5-7 years commercial insurance experience

Sales or account management background

Active 220 (or 2-20) license

Managed a commercial book of business

Commercial lines exposure Insurance designation experience

EPIC system experience

DMS experience