Commercial Insurance Account Manager

Capstone Search Group; Massachusetts; Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401k company match

Paid Time Off

Job summary

Capstone Search Group is seeking a Commercial Insurance Account Manager with experience at a retail agency to guide clients from onboarding through renewal, while collaborating with sales, marketing, and admin teams to ensure timely service and renewal deliverables.

This remote role targets qualified applicants in the New England and Northeast regions, offering a comprehensive benefits program including health insurance, 401k match, and PTO.

Qualifications

• Minimum three (3) years of commercial insurance account management experience on middle market programs, service and renewals.
• Generalist background with some property and casualty coverage expertise.
• Active P&C license is required.

Responsibilities

• Lead client engagement: handle calls, inquiries and service requests, gather policy information.
• Prepare for renewals: expiration lists, schedules, summaries, coverage illustrations, proposals and presentations.
• Data management: maintain client files in the agency’s management system.
• Contract review: review contracts and policy terms/conditions.

Skills

Account management

Client service

Renewal coordination

Education

Active Property & Casualty license

Job description

Remote job opening for a Commercial Insurance Account Manager with experience at a retail agency in a lead role, assisting clients with onboarding through the renewal cycle as well as partnering closely with other colleagues in sales, marketing, and administrative support to ensure client service deliverables and renewal timelines are monitored and managed closely.

Location

Work-from-home for qualified applicants within the New England area and Northeast region.

Responsibilities

• Client Engagement: Take the lead on incoming calls, inquiries and fulfilling service requests. Gather information on in-force policies, exclusions, and other related questions.
• Renewal Prep: Review expiration lists in preparation for client renewals. Prepare and maintain schedules, create summaries and coverage illustrations, prepare proposals and presentations, etc.
• Data Management: Maintain and update client files in the agency’s management system.
• Contract Review: Review contracts and policy terms/conditions for

Experience

Minimum three (3) years of commercial insurance account management experience on middle market insurance programs, service and renewals. A generalist background with some property and casualty coverage expertise is required as industries will vary from construction to manufacturing and real estate.

Active P&C license is required.

Job Specs

$80k-$100k salary range along with a comprehensive benefits program that includes health insurance, 401k company match, and Paid Time Off.