Job Description: Select Business Unit Account Manager
Department: Commercial Lines
Reports To: Commercial Lines Manager / Operations Manager
Employment Type: Full-Time
Position Summary
The Select Commercial Insurance Account Manager is responsible for the end-to-end management of a book of small commercial accounts, operating with full autonomy and minimal producer involvement. This role owns all servicing, renewals, marketing, claims handling, coverage reviews, and account rounding activities, ensuring high client satisfaction, strong retention, and profitable account growth.
Account Management & Client Service
- Serve as the primary point of contact for all assigned small commercial accounts
- Independently manage all day-to-day service needs including endorsements, certificates, evidence of coverage, audits, and billing inquiries
- Maintain accurate and timely documentation in the agency management system
Renewals & Marketing
- Independently manage the entire renewal process including exposure reviews, marketing, and carrier negotiations
- Present renewal terms and recommendations directly to clients
- Align book with preferred carriers
- Proactively manage renewal timelines
Claims Management
- Act as client advocate for all claims-related matters
- Report and follow up on claims with carriers and clients until resolution
Account Rounding & Coverage Expansion
- Identify coverage gaps and cross-sell opportunities
- Recommend and implement additional coverages without producer involvement
- Educate clients on coverage options and exposures
Retention & Relationship Management
- Build and maintain strong client relationships
- Maintain high retention through proactive service and communication
New Business Development
- Independently write new business from referrals from producers and call in business.
- Actively solicit referrals from existing book of business, particularly house accounts
- Leverage relationships with personal lines staff for cross selling of new business opportunities.
