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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing commercial accounts, achieving retention and renewal goals through proactive client service and relationship management. Proficient in risk management, insurance program evaluation, and compliance with licensing requirements.
Highest-signal resume keywords
Commercial Insurance ExperienceClient Relationship ManagementRisk ManagementProperty and Casualty Insurance LicenseAttention to Detail
About the role
Key responsibilities & impact- Maintain policy and service responsibilities for an assigned portion of commercial accounts
- Manage day-to-day client service needs and client relationships
- Market and service accounts according to platform objectives and procedures
- Achieve retention and renewal goals through proactive account rounding, up-selling limits and coverages, and extraordinary client service
- Establish strong client relationships and assist client advisors with account updates and coverage decisions
- Review exposures and insurance programs and determine the best carrier fit based on coverage, protection, and cost
- Market, quote, and prepare client proposals from risk management and insurance perspectives
- Provide timely day-to-day service and respond to client issues and questions
- Handle initial claim reports and follow up on claim progress and customer needs
- Monitor carrier activities, including policy endorsements and claims
- Complete account reviews and maintain customer records
- Round out customers’ insurance portfolios by soliciting additional commercial and personal lines insurance where applicable
- Keep customers informed about pending insurance changes affecting coverage
- Communicate professionally and accurately with clients, teams, and carrier representatives
- Maintain confidentiality of client records and communications
- Seek client referrals and follow through to help generate new business
- Refer current and prospective clients to Benefits and Personal Insurance departments
- Coach and mentor junior commercial lines members and potentially lead team meetings and initiatives
- Comply with agency standards, policies, and procedures
Requirements
What you’ll need- Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence
- High level of understanding of accounting or strong math skills
- High degree of critical thinking and ability to problem solve when the answer is not readily apparent
- Demonstrated attention to detail, producing outcomes with minimal errors
- Ability to adapt well to changes in direction and priority in a fast-paced environment
- Advanced-level proficiency with a variety of technology, including MS Office
- Knowledge of Agency Management Systems; Applied Epic a plus
- Ability to function independently and as part of a team
- Compliance with continuing education requirements for agent licensing and professional designations
- Bachelor’s degree and/or 3+ years commercial insurance experience or recognized equivalent is required
- Hold and maintain appropriate state Property and Casualty Insurance license
- Initiate, obtain, and maintain CISR Elite, CIC, or other advanced designations
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementInsurance Program EvaluationProactive Account RoundingUp-Selling Limits and CoveragesClaim ReportingPolicy Endorsements MonitoringAccount ReviewsMathematical SkillsCritical ThinkingProblem Solving
Soft Skills
Verbal CommunicationWritten CommunicationAdaptabilityTeam CollaborationCoaching and Mentoring
Tools & Technologies
MS OfficeAgency Management SystemsApplied Epic
Certifications & Qualifications
CISR EliteCICState Property and Casualty Insurance License
Industry Keywords
Commercial AccountsClient ServiceInsurance CoverageClient ProposalsInsurance ChangesConfidentialityContinuing Education Requirements