We are seeking an experienced Commercial Account Manager. You will serve as the primary point of contact for our commercial clients. You will manage renewals, market new business, and provide exceptional daily service using Applied Epic. This in-office role requires a proactive professional who thrives on building strong relationships and delivering strategic risk management solutions.

Salary Range: $60,000.00 - $80,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Retirement Plan

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

• Experience: Minimum of 3 to 5 years of commercial insurance account management experience required.

• Technical Skills: Hands-on proficiency with the Applied Epic agency management system is required.

• Licensing: Active Property & Casualty (P&C) insurance license is required.

• Designations: CISR, CIC, or CRM professional designations are preferred but not required.

• Knowledge: Deep understanding of commercial coverages, underwriting guidelines, and market trends.

• Communication: Exceptional verbal and written communication skills for clear client and underwriter interaction.

• Client Retention: Manage an assigned book of commercial lines accounts, ensuring high retention rates.

• Account Servicing: Process renewals, endorsements, certificates of insurance, and policy audits accurately within Applied Epic.

• Market Placement: Collaborate with producers to market renewals and new business to optimal insurance carriers.

• Relationship Management: Act as the trusted liaison between clients, producers, and insurance underwriters.

• Risk Advisory: Review client coverages to identify gaps and recommend appropriate policy enhancements

WaFD Insurance Group, Inc. is a game-changing force in the commercial insurance industry. Our creative and energetic team is dedicated to revolutionizing the way financial services and insurance are delivered. Join us and be part of an innovative and dynamic culture that values collaboration, growth, and pushing boundaries.