Commercial Insurance Account Manager

🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Veracity Insurance Solutions, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

📋 Compliance

B2B • Compliance

Veracity Insurance Solutions, LLC is a national excess & surplus (E&S) wholesale brokerage and managing general agent that provides in-house underwriting and binding authority with A-rated carriers. The firm specializes in product liability, general liability, professional liability and property insurance across niche sectors (beauty & cosmetics, vitamins & supplements, e-cigarettes/vape, CBD/hemp, sporting goods, consumer and industrial products) and offers program management, risk purchasing group (RPG) management, surplus lines filing, licensing and compliance services for retail agents and businesses nationwide. Veracity is licensed in all 50 states and emphasizes fast turnaround, tailored specialty programs, and broker-focused distribution.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ 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