Commercial Account Manager

Job title: Commercial Account Manager

Company: CareerPaths NW, LLC

Job description: Our client, a reputable provider of both commercial and personal lines of insurance, is seeking a skilled Commercial Account Manager to join their team. This role is critical for managing client accounts and maintaining strong relationships with vendors and carriers.As a primarily administrative and client service-focused position, you will ensure that all aspects of account management are handled efficiently and effectively, from pre-renewal meetings to policy binding, contributing to the company’s reputation for excellent service.Job Responsibilities

  • Manage a portfolio of client accounts, ensuring all their insurance needs are met with the highest level of service and attention.
  • Conduct pre-renewal meetings to discuss and understand client needs and expectations for the upcoming period.
  • Make necessary policy changes in response to client requests or changes in their situation, ensuring accuracy and compliance.
  • Obtain and present quotes from carriers, providing clients with comprehensive options and recommendations.
  • Re-market accounts as needed to ensure clients are receiving the best coverage options available.
  • Process certificates and endorsements, ensuring all documentation is accurate and delivered in a timely manner.
  • Create and deliver presentations to clients, clearly explaining policy details, changes, and recommendations.
  • Bind policies, ensuring all client agreements and requirements are met and properly documented.


  • Proven experience in account management within the insurance industry, particularly in commercial and personal lines.
  • Strong understanding of the insurance market, with the ability to effectively communicate with and manage relationships with carriers.
  • Excellent administrative skills, with a focus on detail and the ability to manage multiple tasks and clients simultaneously.
  • Strong client service orientation, with the ability to understand and respond to client needs effectively.
  • Not a sales role, but the ability to communicate effectively and persuasively with clients is essential.
  • Proficiency in insurance industry software and tools, as well as general office applications.

If you are a detail-oriented professional with a passion for client service and a deep understanding of the insurance industry, this Commercial Account Manager position offers the opportunity to play a crucial role in a respected company.Join our client’s team and contribute to maintaining and growing strong client relationships through exceptional service and expertise. Apply now to become a key part of a team committed to excellence in insurance account management.

Expected salary: $45000 – 55000 per year

Location: Albuquerque, NM

Job date: Tue, 19 Mar 2024 02:37:29 GMT

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