Strategic Commercial Insurance Account Manager

Kapnick-Insurance-Group; Maumee (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays (including your birth

Profit sharing

Job summary

Kapnick Insurance Group is seeking a Commercial Lines Account Manager to build long‑term relationships with clients and carriers. The role focuses on proactively managing services, improving quality, and delivering value across cross‑functional teams.

Key duties include preparing binders, certificates, and invoices, guiding new business implementations, and coordinating proposals. Strong communication, multitasking, and insurance experience are required.

Qualifications

• Proven interpersonal and written/verbal communication skills.
• Ability to prioritize multiple tasks and manage time effectively.
• Experience in client servicing within the insurance industry.

Responsibilities

• Manage client requests via phone, mail, FAX, and email in a timely manner.
• Prepare certificates, binders, change requests, and related documents.
• Assist in invoices, billing questions, and premium allocations.
• Orient new business and ensure smooth carrier changes.
• Coordinate proposals and sales support materials with CE/AE teams.
• Maintain client relationship and carrier relations to support renewals.
• Log and process new business and expirations; update data in EPIC.

Skills

Interpersonal communication

Multi‑tasking

Customer service

Education

HS Diploma / GED

5+ years insurance experience

Job description

Kapnick Insurance Group is seeking a Commercial Lines Account Manager to build long‑term relationships with clients and carriers. The role focuses on proactively managing services, improving quality, and delivering value across cross‑functional teams.

Key duties include preparing binders, certificates, and invoices, guiding new business implementations, and coordinating proposals. Strong communication, multitasking, and insurance experience are required.