Hybrid Commercial Lines Account Manager – Growth & Relationships

ThinkingAhead; Buffalo (NY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

3 weeks PTO (prorated)

Company 401K starting Day 1

Educational support

Hybrid schedules

Competitive salary and referral bonus

Medical, Dental, Vision benefits

Job summary

ThinkingAhead in Buffalo, NY seeks an experienced Insurance Account Manager to handle renewals, proposals, binders, certificates, and client communications. You will deepen carrier and client relationships, prepare marketing submissions, and help grow the book through cross-sell opportunities.

We value detail, accuracy, teamwork, and a customer-first attitude. A Property/Casualty license and solid knowledge of insurance products are required, with hybrid schedule options and comprehensive

Qualifications

• 3+ years experience in insurance customer service or account management.
• Property/Casualty license (all lines) required or in process.
• Strong knowledge of insurance products, documents and usage.
• Proficient in Word, Excel, Outlook; EPIC experience preferred.
• Ability to work independently and in a team.

Responsibilities

• Manage an established book of business including renewals, summaries, binders, certificates and proposals within designated timelines.
• Conduct consultative conversations with Commercial clients and maintain carrier relationships.
• Obtain non-marketed renewal quotes, complete renewal processes, and handle non-renewals and cancellations for cause.
• Identify cross-sell and up-sell opportunities and expand responsibilities as requested.

Skills

Insurance experience

License: Property/Casualty

Computer skills

Attention to detail

Team player

Communication

Education

College degree or equivalent

Tools

Word

Excel

Outlook

Applied/EPIC

Job description

ThinkingAhead in Buffalo, NY seeks an experienced Insurance Account Manager to handle renewals, proposals, binders, certificates, and client communications. You will deepen carrier and client relationships, prepare marketing submissions, and help grow the book through cross-sell opportunities.

We value detail, accuracy, teamwork, and a customer-first attitude. A Property/Casualty license and solid knowledge of insurance products are required, with hybrid schedule options and comprehensive