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 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.

• 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

• 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

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

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

• Health, dental, and vision insurance

• 401(k) with company match

• Performance-based bonuses

• Professional development support

• Flexible work environment