Senior Commercial Account Manager – Massachusetts

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

Benefits offered by this job

Competitive compensation

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Life insurance

FSA

EAP

Job summary

Wheeler & Taylor Insurance seeks an experienced Senior Commercial Account Manager to join our Remote Commercial Lines team in the Boston area. You will manage and service a book of commercial accounts, renewals, and submissions, acting as the primary client contact and coordinating with carriers to optimize coverage.

The ideal candidate has 5+ years in Commercial Lines, a Property & Casualty license, strong communication skills, and proficiency with agency management systems and MS Office.

Qualifications

• Minimum five years of Commercial Lines Account Management experience.
• Active Property & Casualty license or ability to obtain state licenses.
• Strong knowledge of commercial insurance 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 insurance accounts from renewal through ongoing account management.
• Develop relationships with clients and serve as their primary service contact.
• Prepare renewals, marketing submissions, proposals, policy changes, endorsements, certificates, and other servicing needs.
• Coordinate with carriers and underwriters to negotiate coverage options and resolve complex issues.
• Review policies for accuracy and identify gaps or opportunities to better protect clients.
• Support Producers during renewal and assist with new business opportunities.
• Identify cross-selling opportunities and collaborate with internal specialists.
• Maintain accurate client documentation in the agency management system.
• Assist with claims, billing questions, and policy interpretation as needed.
• Stay current on commercial insurance products and industry trends.
• Mentor junior service team members when appropriate.

Skills

Commercial Insurance

Client Relationships

Communication

Organization

MS Office

Agency Management Systems

Attention to Detail

Time Management

Tools

Agency Management System

MS Office Suite

Job description

Senior Commercial Account Manager

Overview

Wheeler & Taylor Insurance is seeking an experienced Senior Commercial Account Manager in the Boston, MA area to join our growing Commercial Lines team. This remote opportunity is ideal for a seasoned insurance professional who has experience managing complex commercial accounts and is looking to join an established independent agency with a strong reputation, deep carrier relationships, and a client-first approach.

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.

Benefits

We believe exceptional producers deserve exceptional support, both professionally and personally. As part of the Wheeler & Taylor team, you'll have access to a comprehensive benefits package, including:

• Competitive compensation with significant growth potential
• 401(k) retirement plan
• 401(k) company matching
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Paid time off
• Paid parental leave
• Flexible scheduling options
• Professional development assistance
• Employee referral program
• Long-term career growth with one of America's leading independent insurance agencies