Licensed Small Business Account Manager

Job Summary

Managing a dedicated book of small commercial clients, the full-time Licensed Small Business Account Manager will advise on coverage decisions, drive client retention with a 95% goal, and provide exceptional service while working remotely.

Key responsibilities

• Manage client relationships and lead renewal strategies to identify coverage gaps and recommend tailored insurance solutions
• Maintain proactive engagement with clients to achieve retention goals and identify cross-sell opportunities
• Serve as the primary point of contact for client inquiries, claims advocacy, and ensure compliance with service workflows

Required qualifications

• High school diploma required; Bachelor's degree preferred
• Minimum 2 years of experience in Property & Casualty insurance
• Active Property & Casualty broker's license required
• Strong technical knowledge of commercial P&C products
• Experience with Microsoft Office and agency management systems