Senior Account Manager - Insurance Company

Job Description

Job Description

Overview

A well-established and forward-thinking independent insurance brokerage is looking for a Senior Account Manager to oversee a portfolio of commercial and personal lines accounts. This is an opportunity to join a team that values operational efficiency, client satisfaction, and continuous improvement. The role offers meaningful responsibility, mentorship opportunities, and a client-first culture in a modern, digital-savvy environment.

The Role

The Senior Account Manager will serve as the primary contact for a designated book of business, ensuring timely, accurate policy servicing and exceptional client experience. From day-to-day service requests to complex renewals and coverage recommendations, you’ll handle all aspects of client relationship management. You’ll also play a key role in mentoring junior team members and working closely with producers to retain and grow accounts. This role is best suited for someone who thrives in a high-efficiency setting and takes pride in delivering top-tier service.

Responsibilities

Manage all servicing needs for a mixed portfolio of commercial and personal lines clients

Build and maintain strong, proactive client relationships through timely communication and support

Handle service tasks such as COIs, endorsements, billing inquiries, and claims follow-up

Lead the renewal process, including exposure gathering, marketing to carriers (when thresholds are met), and negotiating terms

Advise clients on coverage gaps, renewal options, and risk management strategies

Ensure accurate and timely policy issuance, renewals, and documentation within agency systems

Collaborate with producers to identify cross-sell opportunities and support client growth

Maintain compliance with agency standards, carrier guidelines, and documentation procedures

Support the development of junior team members through mentorship and best practice sharing

Requirements

Minimum 3 years’ experience managing commercial and / or personal lines accounts

Active Property & Casualty license

Strong knowledge of commercial insurance products (GL, WC, Auto, Cyber, Umbrella, etc.)

Familiarity with personal lines coverages and markets

Proficient in agency systems such as Vertafore / AMS360 and CRM tools like AgencyZoom

Exceptional client service, communication, and organizational skills

Ability to manage a high volume of tasks with accuracy and independence

Nice to Have

Experience mentoring or training junior team members

Solution-oriented mindset with a collaborative approach to team goals

Comfort working in a fast-paced environment with shifting priorities

Salary

Competitive salary based on experience, plus performance-based bonuses.

Location

Flexible hybrid or remote working model. Open to U.S.-based candidates.

Benefits

Health, dental, and vision insurance

401(k) with company match

Performance-based bonuses

Professional development support

Flexible work environment