Sr. Commercial Account Manager

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We are looking for an individual experienced in handling large commercial accounts to join our team.  Their responsibilities will include the following:

Work with the Sales Executives, acting as key contact for Commercial clients and provides customer service for an established book of Commercial Accounts. Responsible for advising on insurance matters; conducting needs assessment, recommending solutions and answering inquiries. Liaise with clients for day-to-day administration of insurance program. Alert the Sales Executive and team to issues requiring action or communication with the client.



  • 90 Days prior to renewal discuss client growth, any operation changes, marketing plan, and insurance markets with Sales Executive, client and Marketing
  • Obtain required documentation from clients for renewal (or Sales Executive)
  • Pre-renewal package prepared 90 days in advance
  • Responsible for obtaining any outstanding or addition information from client
  • Review submission and submit to marketing with instructions
  • Review terms and renewal package with Sales Executive
  • Summarize marketing results for presentation to client
  • Delivery of renewal terms to Sales Executive or to client 30 days prior to renewal
  • Invoicing and collection of premiums


  • Ensures that consent to use information from potential new client has been obtained
  • Review prospects current program, advise on coverage gaps and discuss with Sales Executive
  • Meet with Sales Executive and design a comprehensive insurance program utilizing insurance placement and risk management
  • Prepare submission for marketing
  • Negotiate payment terms with client
  • Preparation of proposal for client, reviewing documents from companies for accuracy and proper coverage


  • Responsible for receivables along with Sales Executive
  • Reviewing insurance requirements of clients insurance contracts
  • Claims advocate – management of claims