Commercial PMG Account Manager

R.K. Tongue Co, Inc; Washington (District of Columbia); On-site; USD 70,000 - 90,000; Full time

Job summary

R.K. Tongue Co, Inc in Washington, DC is seeking a highly motivated Account Manager to oversee a portfolio of high-value commercial clients. This role involves serving as a trusted advisor, guiding coverage strategies, and enhancing client relationships to ensure retention and organic growth.

As part of a collaborative team, the Account Manager will focus on strategic management of existing client relationships while achieving ambitious growth targets. The ideal candidate will possess strong knowledge of commercial insurance and exceptional client management skills.

Qualifications

• 3+ years of experience in account management, preferably in insurance.
• Strong knowledge of commercial insurance products and market trends.
• Exceptional relationship-building skills with business clients.

Responsibilities

• Manage a portfolio of high-value commercial clients.
• Conduct proactive client reviews and lead renewal process.
• Analyze policies and offer suitable risk management solutions.

Skills

Client-focused mindset

Strategic thinking and decision-making

Strong organizational skills

Attention to detail

Professional communication

Job description

Join a growing, high-performance insurance agency where you’ll take ownership of an established book of high-value commercial clients and play a direct role in driving retention, client success, and organic growth.

We are seeking a highly motivated Account Manager to manage and grow a portfolio of high-value clients. This role will act as a trusted advisor to business clients, guiding coverage strategy, strengthening relationships, and growing accounts over time.

The Account Manager will be supported by a collaborative team of Producers, CSRs, and carrier partners, allowing you to focus on your client relationships and strategic account management.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for a portfolio ofhigh-value clients
• Build and strengthen strong relationships with key decision-makers
• Conduct proactive client reviews to assess coverage, risk, and evolving business and insurance needs
• Deliver proactive communication and consultative strategic service
• Lead and manage the renewal process for your assigned book of accounts
• Evaluate coverage, pricing, and carrier markets for best service and value to the client.
• Develop and execute renewal strategies in coordination with producers and carriers
• Consistently achieve 95%+ retention rate
• Resolve complex client issues quickly and professionally

Account Growth & Development

• Expand existing client relationships through additional product and service offerings across multiple lines of business
• Identify opportunities to broaden services and coverage within the existing client portfolio
• Contribute to organic growth initiatives through strategic management of current client relationships to achieve growth targets of 105%+

Technical Expertise & Advisory

• Maintain strong knowledge of commercial insurance products and markets
• Analyze policies and recommend appropriate risk management solutions
• Stay informed on market and industry trends, carrier appetite, and coverage innovations
• Provide consultative support to help clients evaluate risks and make informed decisions for their business goals and risk management needs.

Operational Responsibilities

• Ensure compliance with internal processes, regulatory requirements, and carrier guidelines
• Monitor and track performance metrics and service standards

Book of Business Profile

• Portfolio includes a mix of VIP and high-value commercial clients
• Portfolio Size: ~150 VIP and ~300 high-value relationships
• 105%+ organic assigned book growth
• Increased account penetration (cross-sell success)
• Strong execution and renewal outcomes
• Consistent client satisfaction and responsiveness
• Accuracy and compliance in documentation

Core Competencies

• Client-focused mindset
• Strategic thinking and decision-making
• Strong organizational and time management skills
• Attention to detail and accuracy
• Team collaboration and leadership
• Professional written and verbal communication