Account Manager – Commercial Lines

Capstone Search Group; Norman (OK); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid schedule

Full benefits package

Job summary

Capstone Search Group in Norman, OK is seeking an experienced Commercial Insurance Client Manager to join our growing agency's Property and Casualty team. You will manage a middle-market book of business and serve as a trusted partner to clients.

The role requires 5–7 years of commercial lines experience, a state license, and professional designations such as CIC or CISR; EPIC experience is highly desired. You will work with sales leadership to drive retention and client satisfaction.

Qualifications

• 5–7 years of experience with commercial lines property & casualty coverages.
• State insurance license required.
• CIC or CISR designation preferred.
• Experience with EPIC software strongly desired.

Responsibilities

• Daily management of an assigned book of business.
• Coordinate with internal/external stakeholders, vendor partners, and client contacts.
• Collaborate with sales leadership to drive long-term client retention and satisfaction.

Skills

Commercial insurance

Leadership

Client service

Autonomous work

Tools

EPIC software

Job description

About the Role

Insurance job opening in the the greater Norman area for an experienced Commercial Insurance Client Manager with an independent agency that has experienced recent growth and is looking to add to a dynamic team of account service members in their Property and Casualty division.

Duties & Responsibilities

• Daily management of an assigned book of business
• Interaction with internal and external stakeholders, vendor partners, and client contacts
• Work closely with sales team and executive leadership to create long term client retention and overall satisfaction

Skills & Experience

• 5-7 years of experience working with commercial lines property and casualty coverages, products and services
• State insurance license required
• Professional designations such as CIC, CISR preferred
• Experience working with EPIC strongly desired

Job Specs

• Goal: Integrate an experienced middle market client manager to the service team
• Proficiency: Middle market accounts a huge plus
• Someone who demonstrates leadership qualities and can jump right into a challenging role
• Ability: Immediately assume a book of business and work autonomously

Compensation, Benefits, & Perks

$55-65,000 + full benefit package + hybrid schedule

Tagged as: account manager, agency, casualty, commercial lines, customer service, property