Salary
💰 $80,000 - $100,000 per year
About the role
- Serve as the primary contact for clients, agency owners, and producers.
- Advise clients on coverage, endorsements, and risk strategies — ensuring policy accuracy and compliance.
- Own overall book performance, ensuring 95%+ renewal and positive client feedback.
- Lead the Account Manager and CSR within each book, ensuring priorities and deadlines are clear.
- Be responsible for all retention and service metrics — if a client leaves, the AE is accountable for the “why.”
- Direct the sequence of work — delegate tasks appropriately to CSRs and AMs based on urgency and complexity.
- Partner with sales, carrier partners, and regional leads to resolve client issues or negotiate favorable outcomes.
- Identify service gaps, monitor quality of output, and mentor AMs and CSRs toward consistency and precision.
Requirements
- 6–8+ years of commercial insurance experience with direct client-relationship ownership.
- Proven success in leading small servicing teams (onshore/offshore).
- Advanced understanding of commercial lines coverages, endorsements, and compliance.
- Strong familiarity with AMS systems and carrier portals.
- Excellent negotiation, leadership, and communication skills.
- Able to balance client management with high operational rigor.
- Experience servicing multi-state commercial accounts (NY, CA, TX priority).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial insurance experienceclient-relationship ownershipleading servicing teamsunderstanding of commercial lines coveragesendorsementscomplianceservicing multi-state commercial accounts
Soft skills
negotiationleadershipcommunicationclient managementoperational rigor