Commercial Account Manager

Scott Insurance

• $65K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree preferred or equivalent work experience
  • 2+ years in commercial insurance account management
  • Active Property & Casualty license or ability to obtain within 90 days
  • Strong organization and communication skills
  • Ability to manage multiple tasks with minimal oversight
  • Proficient in Microsoft Suite (Word, Excel, Outlook)
  • Experience with Applied Epic or similar agency management system preferred
  • CISR and/or CIC industry designations preferred

Responsibilities

  • Lead the renewal process for assigned clients
  • Bind and issue policies, endorsements, and audits
  • Determine marketing strategies for commercial business placement
  • Prepare new proposals, renewal applications, and related documents
  • Review and interpret coverage and triage claims
  • Build and maintain relationships with clients and underwriters
  • Respond to client inquiries regarding coverage and exposures

Benefits

  • On-site position with potential for hybrid schedule after training
  • Dynamic work environment that rewards excellence
  • Encouragement of entrepreneurial thinking
  • Collaborative cross-functional work culture
Full Job Description
Salary Range: $65,000.00 To $100,000.00 Annually

COMMERCIAL ACCOUNT MANAGER

We currently have an opening for a Commercial Account Manager in Lynchburg, VA. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!

PRINCIPAL OBJECTIVES OF THE POSITION

As a Commercial Account Manager, you will service client accounts from beginning to end. This includes managing all renewal requirements, providing product and service information, and acting as a commercial insurance subject matter expert.

You will also work closely with our production teams and collaborate cross-functionally to drive business outcomes.

This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days remote) once training is complete.

PRINCIPAL DUTIES & RESPONSIBILITIES
  • Lead the renewal process and provide personalized support for assigned clients.
  • Bind and issue policies, endorsement and audits, and prepare premium/loss and modification analyses.
  • Determine appropriate marketing strategies for the placement of commercial business.
  • Prepare and process new proposals, renewal applications, binders, endorsements, certificates, account summaries, cancellations, audits, check policies, and lost policy releases.
  • Review and interpret coverage for new/renewal policies and triage claims.
  • Establish strong working relationships with clients, underwriters, and carriers.
  • Respond to client inquiries regarding insurance coverage and exposures.
  • Perform other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS
  • BA/BS degree (preferred) or equivalent combination of education and work experience.
  • 2+ years of commercial insurance account management experience.
  • Active Property & Casualty license or the ability to obtain a license within 90 days of employment.
  • Strong organization/communication skills - including the ability to develop relationships and effectively communicate with internal and external stakeholders.
  • Experience effectively managing multiple tasks and making decisions with limited oversight.
  • Proficient with Microsoft Suite (MS Office - Word, Excel, and Outlook).
  • Experience with Applied Epic (or similar agency management system) preferred.
  • Industry designations such as CISR and/or CIC preferred.


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