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Smith Brothers Insurance, LLC.

Account Manager, Large Commercial Lines

Smith Brothers Insurance, LLC.

. Manage a portfolio of mid-to-large commercial insurance accounts, including select complex accounts over $35,000 in annual revenue .

Posted 10/16/2026full-timeGlastonbury • Connecticut • United StatesMid-LevelSenior💰 $63,600 - $100,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing mid-to-large commercial insurance accounts, including policy administration, renewals, and compliance with agency standards. Proficient in utilizing Microsoft Office, agency systems, and AI tools to enhance operational efficiency and client service.

Highest-signal resume keywords
Commercial Insurance Account ManagementPolicy AdministrationActive Property & Casualty LicenseMicrosoft Office ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Policy ProcessingCoverage ChangesClaims ManagementRenewal PreparationDocumentation AccuracyUnderwriting PrinciplesCarrier RelationshipsCommercial Insurance CoveragesLoss Runs PreparationClient Record Maintenance
Soft Skills
Organizational SkillsProblem-Solving SkillsEffective CommunicationAdaptabilityTeam Collaboration
Tools & Technologies
Agency SystemsCarrier PlatformsAI ToolsBusiness TechnologiesApplied EPIC
Certifications & Qualifications
Active Property & Casualty LicenseBachelor’s Degree Preferred
Industry Keywords
Commercial InsuranceMid-Market AccountsClient RelationshipsMarket TrendsCompliance Standards

About the role

Key responsibilities & impact
  • Manage a portfolio of mid-to-large commercial insurance accounts, including select complex accounts over $35,000 in annual revenue
  • Process policies, endorsements, certificates, audits, binders, claims, and coverage changes
  • Support renewals by gathering information, preparing documentation, and coordinating timelines
  • Review policies and account documentation for accuracy and completeness
  • Prepare applications, loss runs, schedules, coverage summaries, and other client-facing materials
  • Respond to client, carrier, and internal service requests
  • Maintain accurate client records, exposure information, and policy documentation in agency systems
  • Build and maintain relationships with clients, carriers, and internal team members
  • Assist with carrier marketing efforts and renewal preparation
  • Identify and escalate coverage concerns, service issues, or account challenges
  • Maintain knowledge of insurance products, coverages, carrier resources, and market trends
  • Ensure compliance with agency procedures, quality standards, and documentation requirements
  • Participate in training, professional development, agency initiatives, and assigned projects
  • Use Microsoft Office, agency systems, business technologies, and AI tools to support work efficiency
  • Collaborate across teams to support clients and agency goals
  • Demonstrate alignment with the company’s purpose, values, and culture

Requirements

What you’ll need
  • 3+ years of mid-market commercial lines account management experience preferred
  • High school diploma or equivalent required
  • Bachelor’s degree preferred
  • Active Property & Casualty license required
  • Working knowledge of commercial insurance coverages and policy administration
  • Understanding of underwriting principles and carrier relationships
  • Experience supporting commercial insurance accounts, renewals, and policy documentation
  • Strong organizational skills and attention to detail
  • Effective problem-solving skills and sound judgment
  • Professional verbal and written communication skills
  • Ability to manage multiple tasks and priorities in a fast-paced environment
  • Proficiency with Microsoft Office, agency systems, carrier platforms, and AI tools
  • Applied EPIC preferred
  • Self-motivated, adaptable team player with a positive mindset, strong work ethic, and resilience
  • Must be authorized to work in the United States on a full-time basis without Company sponsorship
  • Ability to view computer monitors for extended periods of time
  • Some travel and non-standard working hours may be required

Benefits

Comp & perks
  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Paid time off and holidays
  • Company-paid life and disability insurance
  • Employee assistance program
  • Health navigation and care advocacy services
  • Hospital indemnity and critical illness coverage
  • Insurance licensing and continuing education reimbursement
  • Other company-sponsored benefits
  • Flexible work with manager approval
  • Training, professional development, and agency initiatives