Commercial Insurance Account Manager

Job Description

Job Description

Hybrid company- in office 2 days, telework 3 days.

BIS is an independently owned benefit and commercial insurance broker located in Roswell,
GA. Our mission is to serve others through responsive insurance advising. We aim to excel in
our industry while maintaining our commitment to service, integrity, faith, and excellence. We
have an unwavering commitment to both our employees and our clients. This has earned us
the prestigious title of one of the Best Places to Work by The Atlanta Business Chronicles for
multiple years.

Account Manager is responsible for managing commercial property and casualty accounts
with a strong emphasis on risk analysis, policy servicing, and strategic marketing. This role
supports the full policy lifecycle, from quoting and placement to renewals and carrier
negotiations, ensuring clients receive tailored, competitive insurance solutions. The position
also involves leveraging CRM systems to manage client relationships, track policy activity,
and support marketing and sales efforts efficiently.

KEY RESPONSIBILITIES

Account Management & Risk Services

• Analyze client risk profiles using financials, loss history, and industry data to support underwriting and placement decisions.
• Review and process policy endorsements, audits, and renewals to ensure accuracy and compliance.
• Issue certificates of insurance and review contracts for insurance requirements.
• Maintain organized documentation in agency systems (e.g., Applied, CSR-24).
• Deliver bound policies and renewal documents to clients in a timely manner.
• Ensure accurate invoicing, billing reconciliation, and commission tracking in agency systems.
• Utilize CRM and agency management platforms to manage workflows, track tasks, and document client interactions.
• Continuously improve internal processes to enhance efficiency and service quality.
• Respond to client service requests promptly and professionally.

Marketing & Relations

• Manage a portfolio of commercial P&C accounts, ensuring timely and accurate servicing of policies.
• Coordinate with underwriters and carriers to negotiate terms, pricing, and coverage enhancements.
• Develop and execute marketing strategies for new and renewal business, including preparing submission packets and marketing to multiple carriers.
• Maintain strong relationships with carrier partners to stay informed on appetite, products, and market shifts.
• Track and analyze marketing results to improve placement success and client outcomes.
• Collaborate with producers and internal teams to identify cross-sell opportunities and support business growth.
• Perform online quoting and generate accurate proposals based on clients needs.

QUALIFICATIONS

• Must meet our value system.
• 3–5 years of commercial insurance experience would be ideal.
• Proficiency with Applied Systems Epic or similar agency management tools preferred but
• not required.
• Experience with ACORD applications.
• Strong analytical skills and attention to detail.
• Knowledge of industry regulations and market trends.
• Ability to thrive in a fast-paced, collaborative environment.

OUR VALUES

• Follow Through- Solve all items and provide updates
• Humble- Not arrogant
• Heart to Serve- Genuinely care about others
• Integrity- Do the right thing
• Heart to Learn- Care about your craft and want to improve in life
• Perspective- Don't take yourself too seriously and family is priority

Understanding the changes in societal needs we are part of the teleworking community. BIS employees have the ability to telework 3 days from home and work two in the office with Wednesday being our communal day, where the whole office comes together.

BIS has also created a program called L.E.A.D standing for Leadership, Engagement, Alignment and Development. We developed this program to foster growth for our employees both personally and professionally.

Company Description

Understanding the changes in societal needs we are part of the teleworking community. BIS employees have the ability to telework 3 days from home and work two in the office with Wednesday being our communal day, where the whole office comes together.\r\n\r\nBIS has also created a program called L.E.A.D standing for Leadership, Engagement, Alignment and Development. We developed this program to foster growth for our employees both personally and professionally.