Commercial Account Manager

Hatoway Insurance Partners; New Palestine (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Dental insurance

Health insurance

Vision insurance

Job summary

Hatoway Insurance Partners is seeking a Commercial Account Manager in Indiana to maintain and grow a profitable client base. You will identify and develop commercial insurance opportunities, provide timely quotations, and support client needs across multiple communication channels.

The role requires customer focus, strong organization, and knowledge of underwriting procedures, with a valid driver's license and reliable transportation.

Qualifications

• Bachelor’s Degree preferred; comparable work experience accepted.
• Strong knowledge of insurance products, coverages, rating and underwriting procedures.
• Excellent written and verbal communication with clients and prospects.
• Demonstrate professional assertiveness while developing new client relationships.
• Must have a valid driver's license and reliable transportation.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person or remotely.
• Maintain and strengthen client relationships through follow up, timely quotations, and service support.
• Collaborate with team members, mentor staff, and participate in meetings as needed.

Skills

People oriented

Customer focus

Communication

Time management

Organizational skills

Education

Bachelor’s Degree Preferred

Job description

The Commercial Account Manager at Hatoway Insurance Partners, Inc. is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development
• Dental insurance
• Health insurance
• Vision insurance

Benefits/Perks:

• Competitive Pay (Salary + Commission)
• Professional Development
• Job Stability in a growing industry
• 401K Matching
• Health Insurance
• Dental/Vision Plan
• Short-Term/Long-Term Disability
• Bonuses

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed.

Qualifications

• Bachelor’s Degree Preferred.
• Comparable work experience required.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.