Account Manager II, Commercial Enterprise

Jobtailor; Oregon (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in the United States seeks an experienced Insurance Account Manager to handle day-to-day client needs, renewals, and invoicing. You will review quotes, coordinate with underwriters, and maintain accurate records.

Strong communication and organizational skills are essential, with a P&C license and CE credits required. You'll lead a small team, ensure client satisfaction, and apply broker standards across files.

Qualifications

• Four or more years insurance brokerage or property casualty insurance experience in account management role preferred.
• P&C Insurance Producer License Required
• Continuing Education Credits in required lines and states
• Advanced professional designation (AAI, ARM, CIC) highly desirable
• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in Word, Excel, Outlook, and internet utilization
• EPIC Agency Management System experience preferred but not required
• Manual dexterity to sit, use hands and fingers, and talk or hear regularly
• Light lifting up to ten pounds
• Close vision on a computer monitor

Responsibilities

• Handle day-to-day client needs, including coverage questions, payments, and cancellations.
• Manage all aspects of the client renewal process, including updated information, marketing, pricing, quotes, renewal numbers, and invoicing.
• Review quote documents to ensure insurance requirements are included in proposals.
• Maintain relationships and ensure client satisfaction.
• Coordinate and delegate work to Associate Account Managers I and II.
• Maintain relationships with underwriters and negotiate coverage.
• Set up and maintain proposals, bind coverage, review policies, and create client policy summaries and binders.
• Maintain electronic records.
• Apply broker standards for client files and information.
• Train and collaborate with team on coverage and exposures.
• Perform other duties as assigned.

Skills

Client Relationship Management

Insurance Brokerage Experience

Advanced Professional Designation

Applied EPIC Agency Management System

Exceptional Customer Service

Reading Comprehension

Data Entry

Written Communication

Oral Communication

Follow-Up Skills

Education

High School or equivalent

Tools

Applied EPIC Agency Management System

Word

Excel

Outlook

Internet Utilization

Job description

• Service day-to-day client needs, including coverage questions, policy changes, payments, and cancellations
• Manage all aspects of the client renewal process, including obtaining updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers, and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposals
• Manage client relationships and ensure satisfaction
• Manage and delegate work to Associate Account Managers I and II
• Maintain relationships with underwriters and negotiate coverage
• Ensure completion and accuracy of proposals, bind coverage, review policies, and create client policy summaries and binders
• Set up and maintain electronic records
• Apply best practices and internal broker standards for client files and information
• Train and collaborate with team members regarding coverage, exposures, and client knowledge
• Perform other duties as assigned

Requirements

• Four or more years insurance brokerage or property casualty insurance experience in account management role preferred
• High School or equivalent
• P & C Insurance Producer License Required
• Current with all necessary CE credits in required lines and states
• Advanced professional designation highly desirable (e.g., AAI, ARM, CIC)
• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in Word, Excel, Outlook, and internet utilization
• Applied EPIC Agency Management System experience preferred but not required
• Must be able to sit, use hands and fingers, and talk or hear regular ly
• Must occasionally lift and/or move up to ten pounds
• Must have close vision on a computer monitor

Core Competencies

Demonstrates expertise in managing client relationships and the renewal process in the insurance brokerage sector, ensuring compliance with insurance requirements and maintaining high standards of customer service. Proficient in utilizing agency management systems and standard office software to support client needs and internal processes.

Highest-signal resume keywords

• P & C Insurance Producer License
• Client Relationship Management
• Insurance Brokerage Experience
• Advanced Professional Designation (AAI, ARM, CIC)
• Applied EPIC Agency Management System

ATS Optimization Keywords

Hard Skills

• Insurance Brokerage
• Account Management
• Data Entry
• Quote Review
• Policy Summarization
• Negotiation
• Client Renewal Process
• Electronic Record Maintenance
• Customer Service
• Reading Comprehension

Soft Skills

• Strong Organization Skills
• Effective Team Collaboration
• Written Communication
• Oral Communication
• Follow-Up Skills

Certifications & Qualifications

• P & C Insurance Producer License
• Continuing Education Credits
• Advanced Professional Designation (AAI, ARM, CIC)

Industry Keywords

• Property Casualty Insurance
• Client Satisfaction
• Underwriting
• Insurance Requirements
• Broker Standards

Tools & Technologies

• Word
• Excel
• Outlook
• Internet Utilization
• Applied EPIC Agency Management System