Strategic Commercial Insurance Account Manager

First West, Inc.; Bozeman (MT); On-site; USD 60,000 - 90,000; Full time

Job summary

First West, Inc. seeks a Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts, handling renewals, endorsements, and coverage changes.

The role requires proactive client service, proposals, and coordination with carriers for accurate policy placement. The candidate will review coverage needs, identify gaps, and recommend suitable insurance solutions, working closely with producers and team members.

Qualifications

• Strong commercial lines coverage knowledge and familiarity with common policies and carrier products.
• Experience in account management: portfolio management, renewals, and precise documentation.
• Customer service skills: clear communication, relationship building, and responsiveness to client needs.

Responsibilities

• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and coverage changes.
• Respond to client inquiries and provide proactive service.
• Prepare proposals and process applications; coordinate with carriers for timely policy placement.
• Review coverage needs, identify gaps, and recommend appropriate insurance solutions.
• Collaborate with producers and team members; maintain organized account files and ensure compliance with requirements.

Skills

Commercial lines knowledge

Account management

Customer service

Documentation

Team collaboration

Time management

Education

Property & Casualty license

Tools

Agency management systems

Office software

Job description

First West, Inc. seeks a Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts, handling renewals, endorsements, and coverage changes.

The role requires proactive client service, proposals, and coordination with carriers for accurate policy placement. The candidate will review coverage needs, identify gaps, and recommend suitable insurance solutions, working closely with producers and team members.