Licensed Commercial Insurance Account Manager

The Juris Agency; Milton (MA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Parental Leave

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Licensing Assistance

Work-Life Balance

Paid Holidays

401k Plan

Continuing Education Opportunities

Ongoing Training Seminars

Professional Work Environment

Active Community Involvement

Job summary

Goodrich - Donna Benoit Insurance Agency in Massachusetts seeks a licensed Commercial Insurance Account Manager to oversee an assigned book of business, drive retention, and identify cross-sell opportunities. You will work with a collaborative team and handle communications with clients using established workflows.

Responsibilities include managing daily account needs, conducting coverage analyses, and closing new business while leveraging AMS 360 and rating portals.

Qualifications

• Must have an active Property & Casualty insurance license.
• Strong awareness of AMS 360 data integrity.
• Prior Commercial and/or personal lines insurance experience.
• Professional written and verbal communication skills.
• Proficiency with Microsoft tools, Teams, Outlook, and rating portals.
• Willingness to learn, grow, and contribute to agency expansion.

Responsibilities

• Manage the day-to-day needs of assigned accounts.
• Conduct coverage analyses and loss reviews.
• Identify additional exposures and cross-sell appropriate coverage.
• Close new business aligned with agency goals.
• Respond to clients clearly, promptly, and professionally.
• Maintain organized workflows using agency technology.

Skills

P&C License

Communication

AMS 360

Microsoft Office

Team Collaboration

Tools

AMS 360

MS Teams

Outlook

Rating portals

Job description

Job Description

*** Must have an active Property & Casualty insurance license to be considered ***

Goodrich - Donna Benoit Insurance Agency has deep roots in Massachusetts insurance, with more than 35 years of industry experience behind its client-first approach. Our team works collaboratively, supports one another, and takes pride in doing what is right for our clients, carriers, and coworkers.Here, you’ll work with a team that values integrity, respect, accuracy, and helping one another succeed. You’ll have the independence to manage your accounts without micromanagement, along with training, mentorship, and support when you need it. Employees value the respectful culture, work-life balance, professional growth, and trust they receive in managing their work.

We’re seeking a licensed Commercial Insurance Account Manager to manage an assigned book of business. You’ll lead retention efforts, identify additional coverage opportunities, close new business, and maintain clear communication with clients. You’ll also work closely with teammates while using established workflows, technology, and tracking systems to keep accounts organized. As the agency expands into Central Massachusetts, this role offers opportunities to grow into team leadership or VIP Client Success Manager responsibilities.

• Base salary of $65,000 - $95,000+ is based on experience
• Paid Time Off and Paid Holidays Off
• Health & Dental Insurance
• Hybrid Work Location
• 401(k) Plan

Bring your insurance expertise to a trusted agency where autonomy, teamwork, and career growth go hand in hand, and apply today!

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Parental Leave
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Licensing Assistance
• Work-Life Balance
• Paid Holidays
• 401k Plan
• Continuing Education Opportunities
• Ongoing Training Seminars
• Professional Work Environment
• Active Community Involvement

Responsibilities

• Manage the day-to-day needs of assigned accounts.
• Conduct coverage analyses and loss reviews.
• Identify additional exposures and cross-sell appropriate coverage.
• Close new business aligned with agency goals.
• Respond to clients clearly, promptly, and professionally.
• Maintain organized workflows using agency technology.

Requirements

• Must have an active Property & Casualty insurance license.
• Strong awareness of AMS 360 data integrity.
• Prior Commercial and/or personal lines insurance experience.
• Professional written and verbal communication skills.
• Proficiency with Microsoft tools, Teams, Outlook, and rating portals.
• Willingness to learn, grow, and contribute to agency expansion.