Work Arrangement: This full-time role has the potential for a hybrid schedule with an expectation of approximately 3 days per week working on-site in Glastonbury, CT, with flexibility for remote work with manager approval.
As an Account Manager on our Large Commercial Lines team, you will manage a portfolio of mid-to-large commercial insurance accounts, including select complex accounts over $35,000 in annual revenue. Working closely with Risk Advisors and senior team members, you will deliver exceptional client service while continuing to build your technical expertise and industry knowledge. We are seeking motivated Property & Casualty professionals with 3+ years of experience who are eager to grow their careers, take on increasing responsibility, and develop into future senior-level account management roles.
Responsibilities
- Manage a portfolio of commercial insurance accounts with varying levels of complexity.
- Process policies, endorsements, certificates, audits, binders, claims, and coverage changes.
- Support renewal activities by gathering information, preparing documentation, and coordinating timelines.
- Review policies and account documentation for accuracy and completeness.
- Prepare applications, loss runs, schedules, coverage summaries, and other client-facing materials.
- Respond to client, carrier, and internal service requests in a timely and professional manner.
- Maintain accurate client records, exposure information, and policy documentation within agency systems.
- Build and maintain effective working relationships with clients, carriers, and internal team members.
- Assist with carrier marketing efforts and renewal preparation as directed.
- Identify and escalate coverage concerns, service issues, or account challenges when appropriate.
- Maintain knowledge of insurance products, coverages, carrier resources, and market trends.
- Ensure compliance with agency procedures, quality standards, and documentation requirements.
- Participate in training, professional development, and agency initiatives.
- Work on projects and other duties as assigned.
- Effectively utilize Microsoft Office, including Excel, agency systems, and other business technologies.
- Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
- Collaborate across teams to support clients and agency goals.
- Demonstrate alignment with our purpose, values, and culture.
Desired Skills
- Strong client service and relationship-building skills.
- Working knowledge of commercial insurance coverages and policy administration.
- Ability to manage day-to-day client service activities and resolve routine issues.
- Understanding of underwriting principles and carrier relationships.
- Experience supporting commercial insurance accounts, renewals, and policy documentation.
- Strong organizational skills and attention to detail.
- Effective problem-solving skills and sound judgment.
- Professional verbal and written communication skills.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
- Ability to work collaboratively with clients, carriers, and internal teams.
- Commitment to learning and professional development.
- Share knowledge and support team members when needed.
- High attention to detail and organizational skills.
- Comfortable working in a fast-paced, team-oriented environment.
- Proficiency with Microsoft Office, agency systems (Applied EPIC preferred), carrier platforms and AI tools.
- Self-motivated, adaptable team player with a positive mindset, strong work ethic, and resilience.
Qualifications
- 3+ years of mid-market commercial lines account management experience preferred.
- Bachelor's degree preferred; high school diploma or equivalent required.
- Active Property & Casualty license required.
General Working Conditions make sure all have order change
- Dynamic environment with frequent communication via in person, video, email, and phone.
- Some travel and non-standard working hours may be required.
- Ability to view computer monitors for extended periods of time.
- Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.
Compensation
The estimated base salary range for this position ranges from $63,600 - $100,000. The base pay offered will consider experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. The stated range reflects the Company's good-faith estimate of potential earnings at the time of posting.
Eligible employees may participate in comprehensive benefit programs, including health, dental, and vision insurance; a 401(k) plan with company match; paid time off and holidays; company-paid life and disability insurance; an employee assistance program; health navigation and care advocacy services; hospital indemnity and critical illness coverage; insurance licensing and continuing education reimbursement; and other company-sponsored benefits.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.
This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Duties, responsibilities, and activities may change at any time with or without notice, based on business needs. This description does not constitute a contract of employment, and we reserve the right to revise the job description and/or require other tasks be performed as circumstances change.
