PMG Commercial Account Manager

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance

Position Summary

Join a growing, high-performance insurance agency where you’ll take ownership of an established book of high-value commercial clients and play a direct role in driving retention, client success, and organic growth.

We are seeking a highly motivated Account Manager to manage and grow a portfolio of high-value clients. This role will act as a trusted advisor to business clients, guiding coverage strategy, strengthening relationships, and growing accounts over time.

The Account Manager will be supported by a collaborative team of Producers, CSRs, and carrier partners, allowing you to focus on your client relationships and strategic account management.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for a portfolio of high-value clients 
• Build and strengthen strong relationships with key decision-makers 
• Conduct proactive client reviews to assess coverage, risk, and evolving business and insurance needs 
• Deliver proactive communication and consultative strategic service

Renewal & Retention Strategy

• Lead and manage the renewal process for your assigned book of accounts 
• Evaluate coverage, pricing, and carrier markets for best service and value to the client.
• Develop and execute renewal strategies in coordination with producers and carriers 
• Consistently achieve 95%+ retention rate
• Resolve complex client issues quickly and professionally

Account Growth & Development

• Expand existing client relationships through additional product and service offerings across multiple lines of business
• Identify opportunities to broaden services and coverage within the existing client portfolio

· Contribute to organic growth initiatives through strategic management of current client relationships to achieve growth targets of 105%+

Technical Expertise & Advisory

• Maintain strong knowledge of commercial insurance products and markets
• Analyze policies and recommend appropriate risk management solutions 
• Stay informed on market and industry trends, carrier appetite, and coverage innovations
• Provide consultative support to help clients evaluate risks and make informed decisions for their business goals and risk management needs. 

Operational Responsibilities

• Maintain accurate documentation in agency management systems 
• Ensure compliance with internal processes, regulatory requirements, and carrier guidelines 
• Monitor and track performance metrics and service standards 

Book of Business Profile

• Portfolio includes a mix of VIP and high-value commercial clients
• Portfolio Size: ~150 VIP and ~300 high-value relationships  

Performance Metrics (KPIs)

• 95%+ client retention
• 105%+ organic assigned book growth  
• Increased account penetration (cross-sell success)
• Strong execution and renewal outcomes
• Consistent client satisfaction and responsiveness 
• Accuracy and compliance in documentation 

Core Competencies

• Client-focused mindset 
• Strategic thinking and decision-making 
• Strong organizational and time management skills 
• Attention to detail and accuracy 
• Team collaboration and leadership 
• Professional written and verbal communication 

Flexible work from home options available.