Commercial Insurance Account Manager / Account Executive (copy)

Job Description

Job Description

Small Commercial Lines Account Manager

About Us

At Southpoint Insurance, we believe our employees are our greatest asset. We foster a work environment where you can grow, thrive, and feel genuinely appreciated. We don't believe in micromanagement---instead, we empower our team members to take ownership of their roles and contribute meaningfully to our shared success.

We value work-life balance, professional development, and collaboration, and we're committed to providing an enjoyable, rewarding, and supportive workplace for all our employees. Our goal is to make Southpoint a place where you enjoy your work and feel proud of the impact you make.

Position Overview

Were looking for a highly motivated and experienced Small Commercial Lines Account Manager to join our team. In this key role, you'll manage a diverse portfolio of commercial accounts, deliver outstanding client service, and foster long-term client relationships.

If you're passionate about helping clients, thrive in a collaborative environment, and want to be part of a company that truly values its people, we want to hear from you.

Benefits

Annual Base Salary + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Evenings Off

Paid Time Off (PTO)

Free Continuing Education

Team Lunches

Holliday Celebrations

Summer Hours

Career Growth Opportunities

Mon-Fri Schedule

Hands on Training

Responsibilities

Key Responsibilities

Deliver Exceptional Customer Service

Provide top-tier service to our commercial insurance clients by promptly addressing inquiries, resolving issues, and ensuring high levels of client satisfaction.

Manage Commercial Accounts

Oversee a book of commercial insurance accounts, handling policy changes, endorsements, renewals, and general account maintenance with precision and care.

Collaborate with Insurance Carriers

Work closely with carriers to negotiate coverage terms, manage claims, and ensure accurate, up-to-date documentation.

Conduct Risk Assessments

Evaluate client risks and exposures to offer tailored insurance solutions that align with their specific business needs and risk tolerance.

Requirements

Qualifications

Minimum of 3 Years' Experience: At least 3 years of experience as a Commercial Account Manager or in a similar role within the insurance industry.

Comprehensive Insurance Knowledge: Strong understanding of commercial insurance products, including property, liability, workers' compensation, and other coverages, as well as underwriting guidelines.

Excellent Communication Skills: Exceptional verbal and written communication skills, with the ability to clearly explain complex insurance concepts to clients in a way that is easy to understand.

Detail-Oriented & Organized: High attention to detail, combined with strong organizational and time management skills, ensuring that tasks are completed accurately and efficiently.

Proficiency in Insurance Management Systems: Experience using insurance agency management software such as Applied TAM, Epic, or AMS 360 (or similar platforms).

Self-Motivated & Adaptable: Ability to work independently and efficiently in a fast-paced environment, managing multiple priorities and deadlines with a high degree of accuracy.