#LI-KW1 #LI-Hybrid

The Account Manager is responsible for delivering exceptional client service to a portfolio of middle market commercial insurance accounts, typically generating $10K+ in annual revenue. This role supports a diverse client base across industries such as nonprofit, commercial real estate, and construction. The Account Manager serves as a primary point of contact, ensuring proactive service delivery, strong client relationships, and effective coordination with internal teams and carrier partners. Experience with bonding/surety is a plus.

Essential Functions and Primary Duties

• Provide day-to-day service delivery and account management to an assigned book of middle market commercial insurance clients

• Serve as a dedicated, outward-facing resource with direct client contact; build and maintain strong relationships with employer/group clients

• Act as the primary point of contact for overall service delivery, ensuring timely and accurate responses to client needs

• Resolve moderately complex client service issues, considering financial risk, technical requirements, and urgency

• Represent clients internally and collaborate with producers, carriers, and internal service teams to implement programs, complete projects, and address ongoing service needs

• Coordinate and support new business onboarding, renewals, and open enrollment processes

• Facilitate employee communications and enrollment materials as needed

• Input and maintain accurate client and policy data within agency management systems and carrier/vendor platforms

• Escalate client concerns appropriately and partner with leadership to ensure resolution

• Assist in preparing for and participating in client meetings, including stewardship and renewal presentations

• Develop and maintain strong relationships with carrier partners and vendors

• Stay informed on industry trends, market conditions, and applicable legislation; communicate relevant updates to clients

• Identify opportunities to expand client relationships through additional lines of coverage, including property & casualty and bonding solutions

• Ensure compliance with internal controls, procedures, and service standards

• Provide guidance and mentorship to less experienced team members as needed

Preferred Qualifications

• Bachelor's degree

• Experience working with clients in nonprofit, commercial real estate, and/or construction industries

• Exposure to or experience with bonding/surety (highly preferred)

• Active insurance license (as required by state regulations)

Minimum Qualifications

• High School Diploma or GED required
• 3 to 5 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Must be able to travel based on client and business needs