Commercial Lines Select Account Manager

Risk Strategies Company; Boston (MA); Hybrid; USD 51,800 - 85,000; Full time

Job summary

A leading insurance brokerage firm is seeking an experienced Commercial Lines Select Account Manager to deliver consultative guidance and exceptional service to small business clients. This hybrid role requires 1–3 days per week in the Boston area and emphasizes strong client relationships and insurance expertise. Candidates ideally have 3-5 years of experience in client management, along with familiarity with commercial insurance and relevant software systems.

Qualifications

• 3 - 5 years’ experience in client management is preferred but not required.
• Proficient in insurance agency management systems preferred.
• Extensive knowledge of Commercial Lines coverage and procedures.

Responsibilities

• Build and maintain relationships with customers.
• Manage accounts and service existing clients effectively.
• Participate in the retention of renewal business.

Skills

Commercial Lines client management experience

Insurance agency management systems

Knowledge of Commercial Lines underwriting

Ability to analyze complex data

Strong communication skills

Education

CISR, ARM or similar designations

Tools

AMS 360

Work Smart

EPIC

Job description

1 day ago Be among the first 25 applicants

Risk Strategies Company provided pay range

This range is provided by Risk Strategies Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$51,800.00/yr - $85,000.00/yr

Direct message the job poster from Risk Strategies Company

We are seeking an experienced Commercial Lines Select Account Manager to join our Commercial Team. In this role, you will act as a trusted advisor to small business clients, delivering consultative guidance and best in class service. You will collaborate closely with our specialty practices and producers in a high-volume environment to ensure seamless account management and exceptional client support. This position also includes serving as a mentor to Assistant Select Specialists and supporting their growth and success.

This is a hybrid role and will require 1–3 days per week in our Boston, MA; Worcester, MA; Guilford, CT; or Glastonbury, CT office.

Your Impact:

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly
• Participating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
• Reviewing current policies and providing recommendations regarding placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums
• Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
• Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage

Successful Candidates Will Have:

• 3 - 5 years’ experience of Commercial Lines client management experience (not required but highly recommended)
• Industry specific designations preferred- CISR, ARM or similar
• Proficient in insurance agency management systems, AMS 360, Work Smart or EPIC preferred
• Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures
• Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
• Understanding of marketplace trends and best practices to best meet client needs
• Ability to collect, interpret and/or analyze complex data and information
• Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

51,800 - 85,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Seniority level

Associate

Employment type

Full-time

Job function

General Business

Industries

Insurance