Commercial Insurance Account Manager

Commercial Insurance Account Manager Job Description Template

Our company is looking for a Commercial Insurance Account Manager to join our team.


  • Communicate clients’ needs and binding instructions to carriers;
  • Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents;
  • Manage client accounts receivables to ensure timely collection of premiums and payments to carriers;
  • Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner;
  • Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis;
  • Ensure that all regulatory requirements are met and complies with all internal policies and procedures;
  • Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information;
  • Other duties as assigned;
  • Create and present renewal proposals to existing clients;
  • Make necessary contacts both inside and outside of the organization in order to obtain client requested information;
  • Support sales efforts by managing assigned new business submissions and accounts as effectively as possible.


  • Proficiency with agency management systems preferably with Applied Systems, The Agency Manager (TAM);
  • 5+ years of Commercial Property and Casualty Insurance experience with an independent agency;
  • Stale of Illinois Producer’s License for Property and Casualty.