Account Manager – Property & Casualty

CBIZ

Account Manager delivering exceptional client services for commercial insurance portfolios. Maintaining strong client relationships and ensuring effective service delivery with internal teams.

Posted 6/16/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

customer serviceaccount managementservice deliverydata inputpolicy data maintenanceclient onboardingrenewalsopen enrollmentfinancial risk assessmentcompliance

Soft Skills

relationship buildingcommunicationproblem solvingcollaborationmentorshipteamworkindependenceclient advocacypresentation skillsadaptability

Tools & Technologies

agency management systemscarrier/vendor platformsenrollment materialsclient meeting preparationinternal controlsservice standardsmarket analysis toolscommunication toolsproject management toolsdata management software

Certifications & Qualifications

insurance licensesGEDhigh school diploma

Industry Keywords

commercial insurancemiddle marketproperty & casualtybonding solutionsclient service issuesindustry trendsmarket conditionslegislationservice needsclient relationships

About the role

Key responsibilities & impact

Provide day-to-day service delivery and account management to an assigned book of middle market commercial insurance clients
Serve as a dedicated, outward-facing resource with direct client contact; build and maintain strong relationships with employer/group clients
Act as the primary point of contact for overall service delivery, ensuring timely and accurate responses to client needs
Resolve moderately complex client service issues, considering financial risk, technical requirements, and urgency
Represent clients internally and collaborate with producers, carriers, and internal service teams to implement programs, complete projects, and address ongoing service needs
Coordinate and support new business onboarding, renewals, and open enrollment processes
Facilitate employee communications and enrollment materials as needed
Input and maintain accurate client and policy data within agency management systems and carrier/vendor platforms
Escalate client concerns appropriately and partner with leadership to ensure resolution
Assist in preparing for and participating in client meetings, including stewardship and renewal presentations
Develop and maintain strong relationships with carrier partners and vendors
Stay informed on industry trends, market conditions, and applicable legislation; communicate relevant updates to clients
Identify opportunities to expand client relationships through additional lines of coverage, including property & casualty and bonding solutions
Ensure compliance with internal controls, procedures, and service standards
Provide guidance and mentorship to less experienced team members as needed

Requirements

What you’ll need

High School Diploma or GED required
3 to 5 years customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Must be able to travel based on client and business needs

Benefits

Comp & perks

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