Description review
Commercial Insurance Account Manager
Veracity Insurance · United States · back to the listing
HR standards
63/100
needs work
Title ↔ description
81/100
solid
Reads as
Customer Success Manager
99% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
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What the listing never says
- 38 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent.
Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.
We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.
We’re growing fast and want you to be a part of it!
We’re seeking a talented, detail-oriented Commercial Insurance Account Manager to join our team. Reporting to the Director of Retail Agency Operations, this remote role will be responsible for managing a portfolio of commercial insurance clients, supporting policy servicing and renewals, driving retention and cross-sell opportunities, and delivering a high-quality client experience throughout the policy lifecycle.
Key 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
Requirements and Qualifications
• 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
Perks
• 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
Why Veracity?
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
• Engage in groundbreaking projects that are reshaping the insurance landscape
• Collaborate with a group of dedicated, like-minded professionals
• Experience a culture that prioritizes growth and development
Compensation Range: $80k/yr + Commission
We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you need accommodation, please let us know during the interview process.
Originally posted on Himalayas
Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.
We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.
We’re growing fast and want you to be a part of it!
We’re seeking a talented, detail-oriented Commercial Insurance Account Manager to join our team. Reporting to the Director of Retail Agency Operations, this remote role will be responsible for managing a portfolio of commercial insurance clients, supporting policy servicing and renewals, driving retention and cross-sell opportunities, and delivering a high-quality client experience throughout the policy lifecycle.
Key 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
Requirements and Qualifications
• 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
Perks
• 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
Why Veracity?
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
• Engage in groundbreaking projects that are reshaping the insurance landscape
• Collaborate with a group of dedicated, like-minded professionals
• Experience a culture that prioritizes growth and development
Compensation Range: $80k/yr + Commission
We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you need accommodation, please let us know during the interview process.
Originally posted on Himalayas