Senior Commercial Account Manager – Connecticut

Wheeler & Taylor Inc.; Hartford (CT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Fully remote work

Competitive compensation

Benefits package

Education & development support

Carrier access

Collaborative team environment

Long-term career growth

Job summary

Wheeler & Taylor Insurance in Hartford, CT is seeking a Senior Commercial Account Manager to lead a growing Commercial Lines book. You will manage renewals, prepare submissions, and coordinate with carriers to tailor coverage for clients.

The role emphasizes relationship building, accuracy, cross-selling opportunities, and mentoring junior staff, with a fully remote work option and a comprehensive benefits package.

Qualifications

• Minimum of five years of Commercial Lines Account Management experience at an independent agency or brokerage.
• Active Property & Casualty Insurance License (resident or able to obtain).
• Strong knowledge of commercial coverages across industries.
• Excellent communication, organization, and client relationship skills.
• Experience with agency management systems and Microsoft Office.

Responsibilities

• Manage and service an assigned book of commercial accounts from renewal onward.
• Develop relationships with clients and serve as their primary service contact.
• Prepare renewals, submissions, proposals, and endorsements.
• Coordinate with carriers and underwriters to tailor coverage options.
• Review policies for accuracy and identify gaps or opportunities.
• Support producers during renewals and assist with new business opportunities.
• Identify cross-selling opportunities and collaborate with specialists.
• Maintain accurate client documentation in the agency system.
• Assist with claims, billing questions, and policy interpretation as needed.
• Stay current on commercial products and industry trends.
• Mentor junior team members when appropriate.

Skills

Commercial Lines knowledge

Client relationship management

Communication

Organization

MS Office

Education

Property & Casualty License (Active)

Professional designations: CIC/CISR/CRM/ARM/CPCU

Tools

Agency management system

Job description

Senior Commercial Account Manager

Overview

Wheeler & Taylor Insurance is seeking an experienced Senior Commercial Account Manager in the Hartford, CT market to support our expanding Commercial Lines team. As one of the nation's historic insurance centers, Hartford is home to some of the industry's most experienced insurance professionals, and we are looking for a talented account manager who can bring their expertise to a growing independent agency.

Based in the Northeast and serving clients across multiple markets, Wheeler & Taylor offers experienced insurance professionals the opportunity to bring their expertise to a collaborative environment where relationships, ownership, and exceptional service are valued.

Responsibilities

• Manage and service an assigned book of commercial insurance accounts from renewal through ongoing account management.
• Develop strong relationships with clients and serve as their primary service contact.
• Prepare renewals, marketing submissions, proposals, policy changes, endorsements, certificates, and other account servicing needs.
• Coordinate with insurance carriers and underwriters to negotiate coverage options and resolve complex service issues.
• Review policies for accuracy and identify coverage gaps or opportunities to better protect clients.
• Support Producers throughout the renewal process and assist with new business opportunities.
• Identify cross-selling opportunities and collaborate with internal specialists when appropriate.
• Maintain accurate client documentation within the agency management system.
• Assist with claims, billing questions, and policy interpretation as needed.
• Stay current on commercial insurance products, carrier updates, and industry trends.
• Mentor and support junior service team members when appropriate.

Qualifications

• Minimum of five years of Commercial Lines Account Management experience within an independent insurance agency or brokerage.
• Active Property & Casualty Insurance License (resident or ability to obtain required state licenses).
• Strong knowledge of commercial insurance coverages across multiple industries.
• Excellent communication, organization, and client relationship management skills.
• Experience working with agency management systems and Microsoft Office.
• Ability to prioritize multiple accounts while maintaining exceptional attention to detail.
• Professional designations such as CIC, CISR, CRM, ARM, or CPCU are highly valued.

What We Offer

• Fully remote work opportunity.
• Competitive compensation based on experience.
• Comprehensive benefits package.
• Continuing education and professional development support.
• Access to leading national and regional insurance carriers.
• Collaborative team environment with experienced commercial insurance professionals.
• Long-term career growth with one of the Northeast's most established independent insurance agencies, serving clients since 1871.