Commerical PMG Account Manager

Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Employee discounts

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Vision insurance

Wellness resources

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

Why Join Us

Opportunity to work with a high-value, established client base

Clear expectations, measurable success metrics, and performance incentives

Collaborative team environment with strong operational support

Ability to make a direct impact on client retention and growth

Competitive compensation and benefits package

Bonus opportunities for successful candidates based on retention and overall growth of managed book

Career growth within a dynamic and growing organization

Equal Opportunity Employer

We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees are valued and respected.

Flexible work from home options available.