Commerical PMG Account Manager

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Position Summary Join a growing, high-performance insurance agency where you’ll take ownership of an established book of high-value commercial clients and play a direct role in driving retention, client success, and organic growth. We are seeking a highly motivated Account Manager to manage and grow a portfolio of high-value clients. This role will act as a trusted advisor to business clients, guiding coverage strategy, strengthening relationships, and growing accounts over time. The Account Manager will be supported by a collaborative team of Producers, CSRs, and carrier partners, allowing you to focus on your client relationships and strategic account management.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for a portfolio of high-value clients
• Build and strengthen strong relationships with key decision-makers
• Conduct proactive client reviews to assess coverage, risk, and evolving business and insurance needs
• Deliver proactive communication and consultative strategic service

Renewal & Retention Strategy

• Lead and manage the renewal process for your assigned book of accounts
• Evaluate coverage, pricing, and carrier markets for best service and value to the client.
• Develop and execute renewal strategies in coordination with producers and carriers
• Consistently achieve 95%+ retention rate
• Resolve complex client issues quickly and professionally

Account Growth & Development

• Expand existing client relationships through additional product and service offerings across multiple lines of business
• Identify opportunities to broaden services and coverage within the existing client portfolio
• Contribute to organic growth initiatives through strategic management of current client relationships to achieve growth targets of 105%+

Technical Expertise & Advisory

• Maintain strong knowledge of commercial insurance products and markets
• Analyze policies and recommend appropriate risk management solutions
• Stay informed on market and industry trends, carrier appetite, and coverage innovations
• Provide consultative support to help clients evaluate risks and make informed decisions for their business goals and risk management needs.

Operational Responsibilities

• Maintain accurate documentation in agency management systems
• Ensure compliance with internal processes, regulatory requirements, and carrier guidelines
• Monitor and track performance metrics and service standards

Book of Business Profile

• Portfolio includes a mix of VIP and high-value commercial clients
• Portfolio Size: ~150 VIP and ~300 high-value relationships

Performance Metrics (KPIs)

• 95%+ client retention
• 105%+ organic assigned book growth
• Increased account penetration (cross-sell success)
• Strong execution and renewal outcomes
• Consistent client satisfaction and responsiveness
• Accuracy and compliance in documentation

Core Competencies

• Client-focused mindset
• Strategic thinking and decision-making
• Strong organizational and time management skills
• Attention to detail and accuracy
• Team collaboration and leadership
• Professional written and verbal communication

Why Join Us

• Opportunity to work with a high-value, established client base
• Clear expectations, measurable success metrics, and performance incentives
• Collaborative team environment with strong operational support
• Ability to make a direct impact on client retention and growth
• Competitive compensation and benefits package
• Bonus opportunities for successful candidates based on retention and overall growth of managed book
• Career growth within a dynamic and growing organization

Equal Opportunity Employer We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees are valued and respected. Flexible work from home options available. Apply tot his job Apply To this Job