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Position: Senior Commercial Account Manager
Location: Salt Lake City, UT (Hybrid: remote + occasional office/onsite as required)
Type: Full-time
We are seeking a motivated, detail-oriented Commercial Account Manager to own service and renewal management for a portfolio of commercial insurance accounts. You will be the primary day-to-day contact for clients, handling policy servicing, renewals, endorsements, and ensuring a superior client experience — working closely with producers and underwriters to place and maintain coverage.
Develop renewal and new-business strategies in coordination with Producer(s)
Gather underwriting information directly from clients and analyze exposures
Advise clients regarding coverage changes, additions, exclusions, and risk mitigation
Prepare insurance proposals, summaries, quotes, coverage schedules, and documentation
Interface with underwriters: negotiate terms, secure quotes, bind coverage, and confirm binder accuracy
Issue Certificates of Insurance, Auto ID cards, endorsements, and other policy documentation
Process and manage endorsements, cancellations, renewals, and endorsements timely and accurately
Maintain and update all electronic client/policy files; ensure data integrity
Serve as primary “inside” technical service support — respond to client inquiries, coordinate claims reporting and billing follow-up when needed
Collaborate with internal teams (producers, underwriters, support staff) to meet agency goals and service levels
Identify cross-sell/upsell and risk-management opportunities to support client needs and agency growth
Minimum 5 years’ experience in commercial-lines account management with complex accounts or a similar role managing commercial insurance portfolios.
Strong written and verbal communication skills; excellent customer service orientation
High attention to detail, strong organizational capabilities, and ability to manage multiple tasks/accounts simultaneously.
Proficiency with productivity tools (e.g. Microsoft Word, Excel, Outlook) and comfort learning agency management systems / carrier
Deep knowledge of commercial insurance coverages (property, general liability, umbrella, professional liability, etc.), underwriting guidelines, risk exposures, rating and quoting processes.
Ability to negotiate with carriers and underwriters, analyze coverage/options, and present professional recommendations.
Excellent interpersonal skills — able to build and maintain client relationships, work collaboratively with producers/teams.
Hybrid work (remote + office flexibility)
Opportunity to manage a substantial commercial book of business
Collaboration with seasoned producers and underwriters
Potential for performance bonuses / renewals growth incentives
Professional growth and exposure across diverse commercial accounts
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