Commercial Insurance Account Manager

Robert Half • Yarmouth Port, MA • 3d ago

Description We are looking for a Commercial Insurance Account Manager to support commercial clients with responsive service, sound coverage guidance, and strong market relationships. This position is suited to an insurance specialist who can balance client advocacy, policy accuracy, and growth-focused account management in a collaborative agency setting. The role offers the opportunity to work across renewals, claims support, carrier coordination, and account development while helping businesses make informed risk decisions.

Responsibilities:

Guide commercial clients through new and renewal policies by reviewing coverage details, explaining available options, and helping them make informed insurance decisions.

Provide day-to-day account service by handling endorsements, policy updates, binders, certificates of insurance, and other coverage-related documentation with accuracy and timeliness.

Support clients during the claims process by recording first notices of loss, outlining next steps, and serving as a reliable point of contact throughout claim activity.

Develop productive relationships with carriers and underwriting partners to place business effectively and align submissions with market guidelines and appetite.

Prepare applications, supplemental forms, and supporting materials needed to secure quotations, bind coverage, and issue policies.

Assist with renewal planning by analyzing exposures, comparing terms, identifying changes in limits or pricing, and presenting suitable options to clients.

Seek opportunities to strengthen accounts through cross-selling, account rounding, and tailored insurance program recommendations based on client operations and risk profiles.

Manage surplus lines activity, including documentation, invoicing, affidavits, and compliance-related tasks, while maintaining complete and organized account records.

Coordinate premium payment arrangements and financing options as needed, and contribute to broader agency initiatives or special projects that support business growth.

Monitor industry developments, carrier offerings, and coverage trends to provide informed recommendations and maintain a high standard of client service. Requirements

At least 3 years of experience in commercial lines account management or a closely related insurance role.

Active Massachusetts Property and Casualty Insurance License is required.

Working knowledge of commercial insurance products, including property and casualty coverage.

Experience using Microsoft Office and agency management platforms such as AMS360 or Applied Epic.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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