We are seeking a Senior Client Account Manager to support our client's Middle Market Commercial Lines team. This role is responsible for the day-to-day servicing, retention, and support of a portfolio of commercial insurance clients while working closely with Account Executives and Producers. You will act as a key point of contact for clients, helping them navigate coverage questions, policy changes, renewals, and ongoing service needs. The ideal candidate brings strong commercial insurance experience, extremely high attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Candidate must have experience working on accounts with $200,000 annual premium and above.
Responsibilities
- Manage daily servicing of assigned middle market commercial accountsÂ
- Serve as a primary contact for client questions regarding coverage, policy changes, and service needsÂ
- Process endorsements, policy changes, renewals, and other policy transactions in Applied Epic or similar systemÂ
- Issue certificates of insurance, binders, auto ID cards, and evidence of insuranceÂ
- Prepare and support new business and renewal submissions, proposals, and presentationsÂ
- Enter, review, and validate quotes and policy data for accuracyÂ
- Communicate with carriers and underwriters regarding quotes, renewals, and policy updatesÂ
- Review policies and contracts to help identify coverage requirements or gapsÂ
- Assist with billing, invoicing, premium allocations, and installment processingÂ
- Review carrier audits and assist clients with questions or discrepanciesÂ
- Support onboarding of new clients, including applications and system setupÂ
- Maintain accurate client records, proposals, and marketing filesÂ
- Provide timely, professional responses to client inquiriesÂ
Qualifications
- 5+ years of experience in commercial insurance account management or servicingÂ
- Experience handling middle market accounts ($200,000+ in annual premium)Â
- Strong knowledge of commercial insurance coverages and policy structureÂ
- Experience with Applied Epic or similar agency management systemÂ
- Proficiency in Microsoft Outlook, Excel, and WordÂ
- College degree preferredÂ
- CISR or similar insurance designation preferredÂ
- Candidates may be required to complete assessments in insurance knowledge and Microsoft Office skillsÂ
- Background check requiredÂ