Large Business Account Manager Opportunity

Our client is a highly respected, established independent insurance agency with a longstanding reputation for exceptional client service, employee retention, and collaborative teamwork. Serving a diverse portfolio of commercial clients across multiple industries, the organization has built its success on strong relationships, technical expertise, and a commitment to supporting both employees and customers. The company fosters a family-oriented culture where team members work together to solve challenges, share knowledge, and support one another's success. With many long-tenured employees and a leadership team dedicated to professional development, this opportunity offers the chance to join a stable organization while inheriting a well-established book of business and building long-term career growth

Position Overview & Key Responsibilities

• Manage and service a large commercial insurance book of business consisting primarily of mid-sized to large accounts
• Serve as the primary point of contact for clients after new business is written and policies are bound
• Handle policy servicing activities including endorsements, policy changes, certificates of insurance, coverage inquiries, and account maintenance
• Coordinate renewal marketing efforts by gathering underwriting information, preparing submissions, and working closely with producers and carrier partners
• Manage complex commercial accounts with multiple entities, subsidiaries, and locations
• Build and maintain strong client relationships through proactive communication and responsive service
• Collaborate with producers to support client retention, renewal strategies, and account growth opportunities
• Work directly with insurance carriers to address coverage issues, policy changes, and renewal negotiations
• Maintain accurate client records and policy documentation within the agency management system
• Assist clients with day-to-day insurance needs while ensuring a high level of service and professionalism
• Participate in a structured transition process with senior leadership to ensure continuity of service and a seamless transfer of client relationships
• Support a growing book of business while maintaining strong attention to detail and organizational excellence

Qualifications & Requireme

• Active Property & Casualty insurance license required
• Minimum of 5–6+ years of commercial lines insurance experience
• Previous experience managing large commercial accounts with annual premiums exceeding $30,000
• Strong knowledge of commercial insurance coverages, policy servicing, renewals, endorsements, and account management process
• Experience utilizing agency management systems or similar insurance software platforms
• Excellent client relationship management and customer service skills
• Ability to effectively manage multiple priorities and complex client needs
• Strong organizational skills, attention to detail, and problem-solving ability
• Experience working directly with producers, underwriters, and carrier partners
• Professional communication skills with the ability to manage sophisticated client relationships
• Bachelor's degree preferred but not required
• CIC designation preferred; candidates without the designation should be willing to pursue it with company sponsorship
• Demonstrated employment stability and commitment to long-term professional growth
• Leadership potential and interest in future management opportunities are highly valuable