Commercial Insurance Account Manager

Position Overview

Pharmacists Mutual Insurance has an opening for a Relationship Manager. In this role, you will support Business Development Executives in servicing and developing members' and prospective members' Property & Casualty insurance programs within assigned territories. You will market and sell PMIG and PMCA insurance products based on members' needs, focusing on one or more lines of business such as commercial lines and life and benefits products.

Key Responsibilities

• Demonstrate knowledge of insurance principles, practices, and products.
• Design and execute effective strategies to identify members' and prospects' needs independently.
• Build and maintain relationships with members to support ongoing and new business opportunities.
• Meet or exceed assigned production goals established by management.
• Coordinate sales and retention activities with Business Development Executives in your territory.
• Manage existing members' accounts to foster long-term relationships.
• Proactively contact current members to upsell or expand accounts.
• Pursue opportunities for account growth and new business in collaboration with internal partners.
• Provide regular, proactive communication with both internal and external partners, setting proper member expectations.
• Deliver timely and accurate coverage analyses and insurance proposals, effectively communicating these to members.
• Apply underwriting guidelines, properly rate proposals, attend meetings/conventions, and maintain detailed documentation.

Required Qualifications

• Strong ability to build relationships and conduct business across multiple channels (phone, email, marketing) with outstanding personalized service.
• Excellent telephone sales and customer service skills with strong organizational abilities and initiative.
• Solid understanding of insurance underwriting, sales principles, and data interpretation, with a demonstrated understanding of when to escalate concerns.
• Education: High School Diploma (with 3 years related experience), Associate’s Degree (with 1 year related experience), or Bachelor’s Degree.
• Must possess Property, Casualty, Life & Health licenses or obtain them within 60 days of hire.

Preferred Qualifications

• Possession of industry-related certifications such as AINS, API, CISR, Life, AAI, AIS, ACSR, or DI designation.

Benefits & Perks

• Competitive salary plus an annual discretionary bonus.
• Benefits package including Health, Dental, Vision & Life coverage.
• 401(k) with Company Match.
• Paid Time Off, 8 Paid Holidays, Volunteer Time Off, and Paid Parental Leave.
• Hybrid/Remote Work Options, Employee Assistance Program, and Tuition Reimbursement.

Pharmacists Mutual Insurance Group is an Equal Opportunity Employer.