Senior Commercial Account Manager – Massachusetts

Wheeler & Taylor Inc.; Worcester (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Fully remote work opportunity

Competitive compensation based on经验

Comprehensive benefits package

Continuing education and professional/

Access to leading national and regiona

Collaborative team environment

Job summary

Wheeler & Taylor Insurance in Worcester, MA is seeking a Senior Commercial Account Manager to manage a portfolio of commercial accounts from renewal through ongoing service. You will develop strong client relationships and serve as the primary service contact, coordinating with carriers to negotiate coverage options and resolve complex issues.

The role emphasizes cross-functional collaboration with producers, attention to detail in renewals and submissions, and ongoing professional development

Qualifications

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

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, submissions, proposals, policy changes, endorsements and certificates.
• Coordinate with carriers and underwriters to negotiate coverage options and resolve issues.
• Review policies for accuracy and identify gaps or opportunities to 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 system.
• Assist with claims, billing questions, and policy interpretation as needed.
• Stay current on commercial products, carrier updates and industry trends.
• Mentor and support junior service team members when appropriate.

Skills

Account management

Client relationships

P&C licensing

Commercial coverages

MS Office

Agency systems

Designations

Communication

Organization

Tools

Agency management system

CRM software

Microsoft Office

Job description

Senior Commercial Account Manager

Overview

Wheeler & Taylor Insurance is seeking an experienced Commercial Account Manager in the Worcester, MA area to support our growing Commercial Lines operations. This position is ideal for an insurance professional with strong account management experience who wants to work with a collaborative team, established carrier partners, and a diverse portfolio of commercial clients.

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.