Job Description
Key responsibilities:
• Serve as day-to-day contact for assigned commercial accounts; respond to client inquiries and resolve service issues.
• Manage policy lifecycle: renewals, endorsements, cancellations, audits, and claims coordination.
• Develop and maintain strong client relationships; conduct regular account reviews and prepare renewal strategies.
• Analyze client risk exposures and recommend appropriate coverage solutions and risk-management options.
• Prepare and present proposals, quotes, and renewal packages; obtain terms from carriers and negotiate on behalf of clients.
• Cross-sell agency products and services to grow revenue and meet retention/production targets.
• Coordinate with producers, underwriters, account service team, and claims specialists to deliver seamless service.
• Maintain accurate account records in agency management system (e.g., AMS360) and ensure commission/finance follow-up.
• Monitor account profitability and billing; identify and resolve invoicing or commission discrepancies.
• Ensure compliance with carrier requirements, regulatory standards, and agency policies.
Mentor junior staff and contribute to process improvements.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Required qualifications:
• 3–5 years commercial insurance account management, brokerage, or underwriting experience.
• Must have a P&C License
• Working knowledge of commercial lines (CGL, BOP, WC, commercial auto, property, professional liability).
Proficiency with agency management systems (AMS360 preferred) and Microsoft Office (Excel, Word, Outlook).
Nice to Have Skills & Experience
Nice to Have Skills:
• State insurance license(s) for relevant lines or ability to obtain within specified timeframe.
• CIC, CISR, CIS, or related industry certifications.
Experience with risk analysis and loss control recommendations.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.