Commercial Insurance Account Manager

Commercial Insurance Account Manager Job Description Template

Our company is looking for a Commercial Insurance Account Manager to join our team.


  • Work closely with Sales Team to establish cross-sell opportunities;
  • Advanced knowledge of Excel and other spreadsheets to create premium comparisons;
  • Prepare proposals for prospects in collaboration with Sales team;
  • Creating and sending policy binders to clients;
  • Other duties as assigned;
  • Report and input claims & new clients into EPIC/HubSpot;
  • Review accuracy of policy documents prior to delivery to client;
  • Prepare renewal requests to clients 120-60 days in advance.


  • Advanced skills in Outlook, Excel, Word & EPIC;
  • Personal Lines insurance background beneficial;
  • You’re highly motivated, optimistic, driven and knowledgeable person who’s collaborative;
  • You have 2+ years of experience in a commercial insurance environment;
  • Paying attention to details;
  • RIBO license required;
  • You have strong interpersonal skills and know how to organize your time effectively.