Account Manager – Commercial Lines

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

Benefits offered by this job

Full benefits

Hybrid schedule

Job summary

Capstone Search Group in the Norman area seeks an experienced Commercial Insurance Client Manager to join a growing independent agency's Property and Casualty team. The role focuses on managing a middle-market book and delivering exceptional service to clients.

The position collaborates with sales and leadership to sustain long-term client retention while autonomously handling day-to-day tasks and leveraging strong P&C knowledge.

Qualifications

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

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

Commercial lines P&C

State license

CIC/CISR designation

EPIC experience

Tools

EPIC

Job description

About the Role

Insurance job opening in 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