[Remote] Commercial Insurance Account Manager
Note: The job is a remote job and is open to candidates in USA. Veracity Insurance Solutions, LLC is focused on providing expert guidance and best-in-class insurance policies to small business owners. The Commercial Insurance Account Manager will manage a portfolio of clients, ensuring high-quality service throughout the policy lifecycle, from onboarding to renewals and cross-selling opportunities.
Responsibilities
- Serve as the primary point of contact for assigned clients, ensuring a smooth transition from the sales process through onboarding, policy servicing, and renewal
- Communicate policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term
- Build and maintain strong client relationships by providing proactive support and ongoing account management
- Respond to client inquiries, answer coverage questions, process endorsements, and assist with claims, audit, and inspection-related inquiries
- Manage client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner
- Coordinate with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience
- Monitor upcoming renewals and proactively engage clients to review coverage needs and changes in their business operations
- Conduct consultative renewal reviews and recommend coverage adjustments that support retention and client satisfaction
- Identify opportunities to cross-sell bundled or complementary insurance products based on client needs and business objectives
- Introduce additional insurance solutions that align with client growth and evolving coverage requirements
- Maintain accurate and up-to-date client records in HubSpot, AMS, and other applicable systems, including interactions, policy updates, and referral information
- Ensure data integrity and timely documentation to support reporting, account visibility, and business decision-making
- Generate referrals by delivering exceptional service and cultivating strong client relationships
- Partner with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution
- Maintain knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices
- Participate in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance
- Adhere to licensing requirements, operating procedures, and company standards for account management, customer engagement, CRM usage, and policy servicing
- Required to perform other duties as requested, directed, or assigned
Skills
- Bachelor's degree preferred
- Experience in commercial insurance account management, insurance sales, or a related client-facing insurance role
- Strong knowledge of commercial insurance products, coverages, and underwriting principles
- Understanding of the insurance needs of small and mid-sized businesses
- Strong consultative relationship-building and customer service skills
- Excellent verbal and written communication skills
- Strong organizational and time management skills with the ability to manage multiple client relationships and priorities
- Strong problem-solving skills and ability to adapt in a fast-paced environment
- Experience with CRM and insurance agency management systems, including AMS platforms preferred
- Proficiency with Microsoft Office Suite, virtual meeting platforms, and standard business software
- Ability to communicate policy information and coverage recommendations clearly and effectively
- Commitment to continuous learning and professional development within the insurance industry
- Bachelor's degree preferred
- Experience with CRM and insurance agency management systems, including AMS platforms preferred
Benefits
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
Company Overview