Equal Parts

Account Manager – Commercial Insurance

Equal Parts

full-time

Posted on:

Location Type: Hybrid

Location: Austin • Texas • United States

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About the role

  • Execution of commercial insurance servicing activities across assigned workflows and customer touchpoints
  • Direct interaction with customers on policy questions, endorsements, certificates, and coverage-related needs, as appropriate
  • Support for the **renewal process**, including:
  • - Outreach to gather updated exposures and requirements
  • - Coordination with carriers and internal partners
  • - Clear, timely communication to support renewal decision-making
  • - Key servicing touchpoints across the policy lifecycle, including mid-term changes, renewals, audits, and claims support as needed
  • - Accuracy and timeliness of policy documentation, endorsements, and invoicing
  • - Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation
  • - Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs
  • - Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality
  • - Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over time

Requirements

  • 2–4+ years of experience in **commercial insurance account management or servicing**
  • Active resident state insurance license required
  • Solid understanding of commercial lines coverages and the commercial policy lifecycle
  • Proven ability to manage multiple tasks, deadlines, and priorities in a structured environment
  • Strong attention to detail with a commitment to accuracy and quality
  • Clear, confident communicator who can explain insurance concepts to customers and internal partners
  • Comfortable working in a collaborative, team-based servicing model
  • Process-aware and compliance-minded, with sound judgment around risk and escalation
  • Adaptable and steady in environments where tools, workflows, and scale are evolving
  • Nice to Have
  • Experience working within a centralized servicing or shared services environment
  • Exposure to agency management systems and modern insurance tooling
  • Prior experience supporting mid-market or complex commercial accounts
  • Familiarity with SLAs, service metrics, or renewal performance tracking
Benefits
  • Major Medical Health Insurance with employer premium contributions
  • Voluntary benefits including dental, vision, supplemental life, disability, and accident coverage
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial insurance account managementcommercial lines coveragespolicy lifecyclepolicy documentationendorsementsinvoicingrisk identificationservice delivery improvementrenewal processclaims support
Soft Skills
attention to detailcommunicationcollaborationadaptabilitystructured task managementprocess awarenesscompliance mindsetsound judgmentcustomer serviceproblem-solving
Certifications
active resident state insurance license