Insurance Commercial Account Manager, CSR

Ottawa Kent Insurance Agency Inc

Commercial Account Manager serving clients in small to middle market commercial insurance while growing the book of business. Collaborating with underwriters and providing excellent customer service.

Posted 6/20/2026full-timeJenison • Missouri • 🇺🇸 United StatesJuniorWebsite

ATS Keywords

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Hard Skills

commercial insuranceaccount roundingcross-sellingproposalsinsurance coveragesinsurance productsbinding policiescertificates of insuranceendorsementsaudits

Soft Skills

customer servicemotivationtimelinesscommunicationproblem-solving

Tools & Technologies

Applied Epicagency management systeminsurance carrier’s rating systems

Certifications & Qualifications

Property and Casualty insurance license

Industry Keywords

small to middle marketNew and Renewal marketingCommercial Lines Workflows

About the role

Key responsibilities & impact

Serve clients in an existing book of small to middle market commercial insurance while having an opportunity to grow the book with account rounding
Retain current clients
Share technical expertise about insurance - products, coverages, client needs, forms, and proposals
Exposure to both New and Renewal marketing
Complete day-to-day Commercial Lines Workflows - written confirmation of binding policies, certificates of insurance, endorsements and audits
Grow accounts by seeing account rounding and cross-selling opportunities (Business, Personal, Life, Benefits)
Prepare proposals and summaries of insurance in both our agency management system and insurance carrier’s rating systems

Requirements

What you’ll need

Licensed as a Property and Casualty insurance agent
Experienced in Commercial insurance (minimum of 1 year required)
Motivated by getting things done and checking off your To-Do list
Great at helping customers over the phone, in emails or in person in a timely manner
Comfortable with computers and software - knowing Applied Epic is a BIG plus, but not required

Benefits

Comp & perks

Annual salary based on experience plus potential for quarterly bonuses based on agency profitability
Hybrid schedule - can work 100% in office if desired with some remote work a possibility
Full benefits package (Medical, Dental, Life, Disability, FSA/HSA, 401k match, PTO, Paying it Forward time)