Note: The job is a remote job and is open to candidates in USA. Veracity Insurance Solutions, LLC is focused on providing expert guidance and best-in-class insurance policies to small business owners. The Commercial Insurance Account Manager will manage a portfolio of clients, ensuring high-quality service throughout the policy lifecycle, from onboarding to renewals and cross-selling opportunities.
Responsibilities
- Serve as the primary point of contact for assigned clients, ensuring a smooth transition from the sales process through onboarding, policy servicing, and renewal
- Communicate policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term
- Build and maintain strong client relationships by providing proactive support and ongoing account management
- Respond to client inquiries, answer coverage questions, process endorsements, and assist with claims, audit, and inspection-related inquiries
- Manage client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner
- Coordinate with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience
- Monitor upcoming renewals and proactively engage clients to review coverage needs and changes in their business operations
- Conduct consultative renewal reviews and recommend coverage adjustments that support retention and client satisfaction
- Identify opportunities to cross-sell bundled or complementary insurance products based on client needs and business objectives
- Introduce additional insurance solutions that align with client growth and evolving coverage requirements
- Maintain accurate and up-to-date client records in HubSpot, AMS, and other applicable systems, including interactions, policy updates, and referral information
- Ensure data integrity and timely documentation to support reporting, account visibility, and business decision-making
- Generate referrals by delivering exceptional service and cultivating strong client relationships
- Partner with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution
- Maintain knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices
- Participate in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance
- Adhere to licensing requirements, operating procedures, and company standards for account management, customer engagement, CRM usage, and policy servicing
- Required to perform other duties as requested, directed, or assigned
Skills
- Bachelor's degree preferred
- Experience in commercial insurance account management, insurance sales, or a related client-facing insurance role
- Strong knowledge of commercial insurance products, coverages, and underwriting principles
- Understanding of the insurance needs of small and mid-sized businesses
- Strong consultative relationship-building and customer service skills
- Excellent verbal and written communication skills
- Strong organizational and time management skills with the ability to manage multiple client relationships and priorities
- Strong problem-solving skills and ability to adapt in a fast-paced environment
- Experience with CRM and insurance agency management systems, including AMS platforms preferred
- Proficiency with Microsoft Office Suite, virtual meeting platforms, and standard business software
- Ability to communicate policy information and coverage recommendations clearly and effectively
- Commitment to continuous learning and professional development within the insurance industry
- Bachelor's degree preferred
- Experience with CRM and insurance agency management systems, including AMS platforms preferred
Benefits
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
Company Overview
Veracity Insurance Solutions is an international insurance brokerage firm specializing in the placement of Programs, General Liability, and Product Liability Insurance. It was founded in 2012, and is headquartered in Pleasant Grove, Utah, USA, with a workforce of 51-200 employees. Its website is https://www.veracityinsurance.com.