Commercial Account Manager

JAMES A SCOTT & SON INC; Charlotte (NC); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Scott Insurance in Charlotte, NC is seeking a Commercial Account Manager to service client accounts from start to finish, including renewals, information provision, and acting as a subject matter expert in commercial insurance.

You will work with production teams across offices to drive business outcomes, manage renewal requirements, and communicate effectively with clients, underwriters, and carriers. The role is on-site with a pathway to a hybrid schedule after training.

Qualifications

• BA/BS degree (preferred) or equivalent combination of education and work experience.
• 2+ years of commercial insurance account management experience.
• Active Property & Casualty license or ability to obtain within 90 days of employment.
• Strong organization and communication skills for relationships with clients, underwriters, and carriers.

Responsibilities

• Lead renewal process and provide personalized support for assigned clients.
• Bind and issue policies, endorsements, audits, and prepare premium/loss analyses.
• Determine marketing strategies for placing commercial business.
• Prepare and process proposals, renewal applications, binders, endorsements, certificates, and audits.
• Review coverage for new/renewal policies and triage claims.
• Establish strong relationships with clients, underwriters, and carriers.
• Respond to client inquiries regarding coverage and exposures.
• Perform other duties as assigned.

Skills

Account management

Client relationship

Organization

Communication

Microsoft Office

Education

BA/BS degree or equivalent

P&C license eligibility within 90 days

Tools

Applied Epic

Job description

With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We currently have an opening for a Commercial Account Manager in Charlotte, NC.

PRINCIPAL OBJECTIVES OF THE POSITION

As a Commercial Account Manager, you will service client accounts from beginning to end. This includes managing all renewal requirements, providing product and service information, and acting as a commercial insurance subject matter expert.

You will also work closely with our production teams and collaborate cross-functionally to drive business outcomes.

This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days remote) once training is complete.

PRINCIPAL DUTIES & RESPONSIBILITIES

• Lead the renewal process and provide personalized support for assigned clients.
• Bind and issue policies, endorsement and audits, and prepare premium/loss and modification analyses.
• Determine appropriate marketing strategies for the placement of commercial business.
• Prepare and process new proposals, renewal applications, binders, endorsements, certificates, account summaries, cancellations, audits, check policies, and lost policy releases.
• Review and interpret coverage for new/renewal policies and triage claims.
• Establish strong working relationships with clients, underwriters, and carriers.
• Respond to client inquiries regarding insurance coverage and exposures.
• Performing other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS

• BA/BS degree (preferred) or equivalent combination of education and work experience.
• 2+ years of commercial insurance account management experience.
• Active Property & Casualty license or the ability to obtain a license within 90 days of employment.
• Strong organization/communication skills – including the ability to develop relationships and effectively communicate with internal and external stakeholders.
• Experience effectively managing multiple tasks and making decisions with limited oversight.
• Proficient with Microsoft Suite (MS Office - Word, Excel, and Outlook).
• Experience with Applied Epic (or similar agency management system) preferred.
• Industry designations such as CISR and/or CIC preferred.

Scott Insurance is an Equal Opportunity Employer