Commercial Account Manager

CareerPaths NW, LLC; Beaverton (OR); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Life Insurance

PTO

Job summary

CareerPaths NW, LLC is seeking an experienced Commercial Account Manager to independently manage an established book of commercial business, deliver outstanding client service, support producers, and drive new and renewal activity. Embrace AI tools to enhance efficiency and client experience.

The role emphasizes strong relationships, meticulous servicing, and collaboration across the team in Beaverton, OR.

Qualifications

• 3+ years of independent, client-facing commercial lines account management experience.
• Strong knowledge of commercial insurance products, coverage, underwriting, and servicing.
• Technology-minded with willingness to learn and adopt new tools.

Responsibilities

• Independently manage an established book of commercial accounts and act as a trusted client advisor.
• Build and maintain proactive client relationships and ensure high service levels.
• Handle day-to-day servicing, coverage issues, billing, audits, and complex client needs.
• Review policies, endorsements, contracts, and certificates for accuracy and compliance.
• Identify coverage gaps and cross-selling opportunities to round out accounts.
• Maintain accurate account records in Applied Epic and coordinate with producers.

Job description

Our client is a well-established insurance agency offering a comprehensive suite of Commercial, Personal, Group, and Individual Benefits Insurance solutions. They are committed to delivering exceptional service to their clients and fostering a collaborative, forward-thinking work environment. Employees enjoy a robust benefits package that includes employer-paid Medical, Dental, and Vision coverage, a 401(k) with employer match, Life Insurance, and PTO.

Our client is seeking an experienced Commercial Account Manager to independently manage an established book of commercial business, deliver outstanding client service, support producers, and drive new and renewal business activity. This is a key role within the organization - ideal for a knowledgeable, self-directed professional who is both client-focused and enthusiastic about leveraging technology, including AI tools, to enhance efficiency and the overall client experience.

Key Responsibilities

Client & Account Management

• Independently manage an established book of commercial accounts and serve as a trusted client advisor.
• Build and maintain strong, proactive client relationships.
• Handle day-to-day servicing, questions, coverage issues, billing, audits, and other complex client needs.
• Review policies, endorsements, contracts, and certificates for accuracy and compliance.
• Identify coverage gaps and cross-selling opportunities to round out existing accounts.
• Obtain required client information and documentation, and maintain accurate account records in Applied Epic.

New Business & Renewals

• Manage the renewal process and coordinate with producers as needed.
• Market accounts, obtain and compare quotes, and negotiate coverage and pricing with carriers and MGAs.
• Evaluate coverage options based on client needs and risk characteristics.
• Clearly communicate coverage differences, exclusions, subjectivities, and policy changes to clients and producers.
• Prepare proposals, summaries of insurance, premium comparisons, and other renewal materials.
• Support producers with new business development and placement.

Carrier & Market Relationships

• Develop and maintain strong relationships with insurance carriers, MGAs, and underwriters.
• Stay current on carrier appetite, underwriting guidelines, pricing, coverage developments, and market trends.
• Apply market knowledge and insurance expertise to secure appropriate coverage and terms for clients.

Technology & Efficiency

• Embrace new technology and actively seek ways to improve efficiency, accuracy, and workflow.
• Utilize agency management systems, AI, and other digital tools to streamline processes and enhance productivity.
• Identify opportunities to automate or improve repetitive processes.
• Continuously learn and adopt new technologies as they become available.

Team Collaboration

• Maintain a strong partnership with producers, communicating account developments and business opportunities.
• Provide guidance and support to less experienced Account Managers and administrative staff, particularly around the implementation of new technology and tools.
• Work collaboratively to uphold high service standards and efficient workflows.
• Perform other duties as assigned.

Qualifications

• 3+ years of unsupervised, independent, and client-facing commercial lines account management experience.
• Strong knowledge of commercial insurance products, coverage, underwriting, and account servicing.
• Active insurance producer/agent license, or willingness to obtain within 90 days of hire.
• Experience with Applied Epic, Indio, CSR24, and AI/technology tools.
• Technology-minded with a willingness to learn, adopt new tools and systems, and share knowledge with colleagues.
• Demonstrated ability to independently manage complex accounts, multiple priorities, and deadlines.