Commercial Insurance Account Manager

Job Description

Job Description

Echelon Insurance Agency has proudly served clients for over 15 years, earning a reputation for exceptional customer service and long-term client relationships. Since our founding, we have grown entirely through referrals, reflecting the trust our clients place in our team and the quality of service we provide. Our culture is built around teamwork, professionalism, and shared success. We foster a supportive environment where employees are valued, ownership is actively involved in helping team members succeed, and collaboration is encouraged. With a stable, experienced team and a commitment to work-life balance, Echelon Insurance Agency is a place where professionals can build rewarding, long-term careers.

We're seeking a Commercial Insurance Account Manager to join our growing team. In this role, you'll serve as a trusted resource for commercial clients, helping to manage policy renewals, conduct account reviews, maintain accurate client information, and identify opportunities to better protect businesses through additional coverage solutions. This position is ideal for a detail-oriented insurance professional who enjoys building relationships and delivering outstanding client service.

• Base salary plus commission
• Hybrid work environment
• Paid time off & paid holidays
• Health, dental, and vision insurance
• Retirement benefits
• Company-provided equipment

If you're looking for an opportunity to join a respected agency that values its employees as much as its clients, apply today!

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Work-Life Balance

Holidays Off

Paid Holidays

Professional Work Environment

Equipment Provided

Office Snacks and Coffee

Flexibility with Work Location (Home Optional)

Responsibilities

• Contact commercial clients approximately 90 days prior to policy renewals
• Maintain accurate and up-to-date client and policy information
• Conduct account reviews to ensure coverage continues to meet client needs
• Identify cross-selling and upselling opportunities across the client portfolio
• Assist clients with policy questions, service requests, and coverage recommendations
• Maintain detailed documentation and ensure accuracy in all client records
• Deliver exceptional service that supports long-term client retention and referral growth

Requirements

• Active Texas Property & Casualty License required
• Prior insurance industry experience preferred
• Strong knowledge of commercial insurance terminology and coverages
• Excellent attention to detail and organizational skills
• Strong communication and relationship-building abilities
• Ability to manage multiple accounts and priorities effectively
• Spanish-speaking ability is a plus