Account Manager, Commercial Insurance

Position Overview

One question we’re always asking ourselves is: why does the insurance industry get labeled as “boring”? Spend a day in an Account Manager’s shoes and you’ll quickly see the opposite. This Commercial Insurance Account Manager role is relationship-driven and full of opportunities to solve real problems for real people. You will collaborate closely with producers and carriers to deliver exceptional service and long-term value to our clients while thriving in a culture built on trust, accountability, and bringing your whole self to work.

Key Responsibilities

• Independently manage day-to-day service responsibilities for a commercial book of business, focusing on accounts generating $3,000+ in revenue.
• Partner with producers to develop, coordinate, and support service plans for key accounts.
• Deliver exceptional ongoing service by preparing proposals, issuing certificates and auto ID cards, processing endorsements, audits, binders, and keeping all account tasks current.
• Ensure timely invoicing of all premium-bearing transactions.
• Review policies upon receipt to ensure accuracy and adherence to agency standards.
• Respond promptly and professionally to client questions and service requests.
• Review client contracts and recommend coverage modifications to producers, clients, and carriers as needed to meet contractual requirements.
• Communicate clearly and consistently with producers, clients, carriers, and internal team members.
• Maintain complete and accurate electronic account files while fully utilizing the agency management system.
• Effectively prioritize workload to meet deadlines and service expectations, seeking support when needed.
• Support producers in identifying and eliminating coverage gaps to reduce E&O exposure.
• Participate in quality reviews and comply with agency quality and compliance programs.
• Build and maintain strong relationships with clients to support retention and growth.
• Develop and sustain productive partnerships with insurance carrier representatives.
• Handle highly sensitive information with discretion and confidentiality, including Protected Health Information (PHI).
• Continuously build technical knowledge through training, publications, seminars, and industry resources.
• Maintain regular, reliable attendance and contribute positively to the team.
• Support special projects and other responsibilities as assigned.

Required Qualifications

• Valid Driver's License.
• High school diploma or equivalent.
• An active Resident Property and Casualty Agent's license.
• Strong verbal and written communication skills with the ability to clearly convey complex information.
• Excellent organizational, prioritization, and decision-making skills.
• Proficiency with Microsoft Office tools (Outlook, Word, Excel, Teams) and agency management systems; Applied Epic experience is a plus.
• Three (3) or more years of Commercial lines insurance experience.

Preferred Qualifications

• Familiarity with Commercial Agriculture insurance products.
• A demonstrated commitment to ongoing professional development, including the pursuit of advanced insurance education.

Benefits & Perks

• Competitive Pay: Market-competitive compensation packages that reflect your experience, expertise, and the value you bring to our clients and teams.
• Benefits You Can Rely On: Health, dental, and vision insurance, HSA with employer contributions, 401(k) match, employer-paid disability coverage, and life insurance.
• Freestyle PTO & Work-Life Balance: A trust-based approach to time off that removes PTO banks and offers flexible telecommuting options.
• Dress for Your Day: Whether you’re client-facing or behind the scenes, we encourage you to dress in a way that helps you feel comfortable and confident.
• Invested in Your Development: Continuous learning through tuition reimbursement, training opportunities, and clear career growth paths.
• A Workplace That Cares: Access to mental health support through our EAP, virtual fitness classes, in-office gym access (Omaha), and a culture that prioritizes connection, fun, and collaboration.