(Mid Market) from Catapult Staffing

Commercial Lines Account Manager

Department: Insurance Services

Location: In-Office 

Role Type: Full-time

About Our Client

Our client is a leading global insurance and employee benefits broker, ranking 5th largest in the industry. With over 17,000 employees across 500+ offices throughout North America, they provide a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. The company has a strong track record of growth, partly due to their industry-leading success in Mergers and Acquisitions.

Job Description

We are seeking a Commercial Lines Account Manager to join our client's dynamic team. In this role, you will manage a book of insurance business with a high degree of independent discretion, autonomy, and decision-making. You will be responsible for providing professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues, while maintaining a high rate of account retention. This position also involves supporting Producers in obtaining, maintaining, and expanding business, as well as potential account rounding and new business development.

Duties and Responsibilities

• Manage a book of insurance business, making major decisions independently
• Work closely with Producers and other personnel on client service, marketing, and renewals
• Oversee preparation and implementation of transactions, paperwork, and internal processing for assigned accounts
• Analyze clients' insurance objectives and compare insurance plans to determine suitability
• Act as liaison between clients and insurance carriers to resolve complex service issues
• Maintain high retention rates for assigned accounts
• Develop new business from existing accounts and contribute to departmental production goals
• Manage, organize, and conduct client meetings when necessary
• Document conversations and maintain accurate records in company systems
• Travel on company business as required
• Prepare reports for management
• Oversee, support, and mentor lower-level Account Managers and Assistant Account Managers

Required Experience/Skills

• At least 3+ years of experience in an insurance Account Management role with demonstrated proficiency in required lines (brokerage experience preferred)
• Excellent oral and written English communication skills
• Superior customer service and problem-solving abilities
• Proficiency with computer systems, including Microsoft Office and automated agency management systems
• Ability to work in a team environment
• Current license in good standing in required lines and states
• Up-to-date with all necessary CE credits in required lines and states

Nice-to-Haves

• AA and/or college degree
• Advanced professional designation (e.g., AAI, ARM, CIC)
• Experience in a global brokerage environment

Education

• High School diploma or equivalent required; AA and/or college degree preferred

Pay & Benefits Summary

• Comprehensive benefits package including:
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company-paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance
• Employee engagement events
• Career growth opportunities
• Strong community support and involvement

Join our winning team and grow your career in the dynamic insurance industry! Apply now to make a difference in local businesses and communities.

Commercial Lines | Account Manager | Insurance | Customer Service | Risk Management | Employee Benefits | Property and Casualty | Client Relations | Insurance Brokerage