Commercial Account Manager

Scott Insurance • Charlotte, NC • 3w ago

COMMERCIAL ACCOUNT MANAGER

With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We currently have an opening for a Commercial Account Manager in Charlotte, NC. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!

PRINCIPAL OBJECTIVES OF THE POSITION

As a Commercial Account Manager, you will service client accounts from beginning to end. This includes managing all renewal requirements, providing product and service information, and acting as a commercial insurance subject matter expert.

You will also work closely with our production teams and collaborate cross-functionally to drive business outcomes.

This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days from home) once training is complete.

PRINCIPAL DUTIES & RESPONSIBILITIES

Lead the renewal process and provide personalized support for assigned clients.
Bind and issue policies, endorsement and audits, and prepare premium/loss and modification analyses.
Determine appropriate marketing strategies for the placement of commercial business.
Prepare and process new proposals, renewal applications, binders, endorsements, certificates, account summaries, cancellations, audits, check policies, and lost policy releases.
Review and interpret coverage for new/renewal policies and triage claims.
Establish strong working relationships with clients, underwriters, and carriers.
Respond to client inquiries regarding insurance coverage and exposures.
Performing other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS

BA/BS degree (preferred) or equivalent combination of education and work experience.
2+ years of commercial insurance account management experience.
Active Property & Casualty license or the ability to obtain a license within 90 days of employment.
Strong organization/communication skills – including the ability to develop relationships and effectively communicate with internal and external stakeholders.
Experience effectively managing multiple tasks and making decisions with limited oversight.
Proficient with Microsoft Suite (MS Office - Word, Excel, and Outlook).
Experience with Applied Epic (or similar agency management system) preferred.
Industry designations such as CISR and/or CIC preferred.

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