Commercial Lines Account Manager - Small Business
Harrison Gray Search has partnered with a top-tier, privately held insurance agency that has been in business since 1970. This agency's most valued asset is its people, and it is a recipient of the GOLD Stevie Award for Best in Customer Service. They believe their human capital is their competitive advantage and is what sets them apart from the industry standard for customer service. They are known for providing expert advice on risk management to both associates and clients.
The agency is also highly client-focused, with customer experience being one of its top priorities. They work to maintain a high retention rate of existing clients and proactively nurture ongoing relationships with clients and carriers. They offer a wide range of insurance and risk management services, including commercial, life, and disability, employee benefits, and private client solutions.
This is a fully remote position for a Small Business Commercial Lines Account Manager. Candidates must be located in one of the following states:
- Florida
- Georgia
- Illinois
- Maryland
- North Carolina
- Rhode Island
- Texas
- Virginia
- West Virginia
About the Role
As an Account Manager, you will manage small to mid-size commercial accounts and handle daily client requests. You'll also process claims, working with various carrier adjusters and agency staff. A successful candidate will be able to manage and renew a variety of commercial policies. The typical book of business for this role is between $1 million and $3 million, with an average account size over $75,000 and approximately 45-65 accounts.
Key Responsibilities
- Advise clients on risk management.
- Independently manage the renewal and remarketing process for accounts.
- Keep up relationships with clients and carriers.
- Negotiate and secure the best coverage for clients.
- Handle day-to-day account tasks like billing, endorsements, and claims.
- Help guide less experienced Assistant Account Managers.
- Find opportunities to upsell and cross-sell to clients.
- Work to maintain a high rate of client retention.
Qualifications
- Experience: A minimum of five years of experience in Commercial Property & Casualty Insurance is required. You should have knowledge of underwriting and rating concepts, and market appetite.
- Skills: You must be a team player with a strong work ethic. The role requires professional communication skills and strong negotiation and problem-solving abilities. You must be able to work in a fast-paced environment and have excellent time-management skills.
- Education/Technical: An Associate's or Bachelor's degree is preferred, but significant work experience can be substituted.
- A Property & Casualty License is required, and professional designations are a plus. Proficiency with Applied (Epic) software is also preferred.
Benefits:
- Comprehensive health insurance including medical, dental, and vision coverage with competitive premiums and low out-of-pocket costs.
- Life insurance coverage, often provided at no cost with options to upgrade.
- Disability insurance protects income during illness or injury, with short-term and long-term coverage.
- Retirement savings plans such as 401(k) with possible employer matching contributions.
- Performance-based bonuses and revenue-sharing opportunities.
- Generous paid time off and flexible scheduling to support work-life balance.
- Professional development programs include educational stipends, mentorship, coaching, and onboarding support.
- A supportive and inclusive workplace culture valuing employee input, diversity, and teamwork.
- Access to learning platforms for skill building and leadership growth.
- Employee assistance programs offering mental health, legal, and financial counseling.
- Wellness initiatives promote overall employee well-being.