About the Role

The Commercial Insurance Account Manager job opening is for an independent, regional insurance broker that’s based in Charlotte. The company is well-established and growing hence their need to bring in additional talent to their client service team. You will assist producers in the daily management and growth of a book of business through account retention, account rounding, and new business growth. Additional details on the position include:

  • Location: Charlotte or remote, work-from-home within the Carolinas. Preference given to candidates within a few hours drive of Charlotte as you’ll be asked to visit the office for meetings and other team activities. 
  • Responsibilities: The agency is looking for someone who can handle all the policy administration and work independently to manage a diverse book of generalist, middle market accounts with a heavy slant towards commercial property. 
  • Systems: Epic. For remote applicants, prior experience with this system is required. 
  • Experience: At least three (3) years of commercial property and casualty experience in a similar CSR or account manager capacity. 
  • License: Active state insurance license is required. 

Tagged as: agency, apartments, casualty, certificates, client service, commercial lines, condos, customer service, habitation, insurance, marketing, middle market, policy administration, property, real estate, small business

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