Commercial Insurance Account Manager

Company Description Winters-Oliver Insurance Agency is a specialty insurance firm serving Virginia and the Mid-Atlantic region since 1945. The agency focuses on making insurance solutions easy to understand and comprehensive for individuals, families, and businesses. Its professionals design tailored coverage that fits each client’s unique situation, combining long-standing industry experience with modern practices. Winters-Oliver values personal relationships in an increasingly commoditized insurance market and aims to provide a trusted, accessible presence for every transaction, whether in person, by phone, or online.

Role Description The Commercial Insurance Account Manager is a full-time, on-site role based in Richmond, VA. This position is responsible for managing a portfolio of commercial insurance clients, including handling policy renewals, endorsements, and coverage changes. The Account Manager will respond to client inquiries, provide guidance on coverage options, and coordinate with carriers to secure appropriate terms and pricing. Day-to-day work includes preparing proposals, reviewing and analyzing insurance policies, processing service requests, and maintaining accurate client records. The role also involves collaborating with producers and internal team members to support new business, cross-selling, and retention efforts while ensuring a high standard of customer service and compliance with agency procedures.

Qualifications

• Candidates should possess strong Account Management skills, including portfolio oversight, client retention, and attention to detail in policy administration.
• Candidates should possess excellent Customer Service and Communication skills to build relationships, respond promptly to inquiries, and explain coverage clearly.
• Candidates should possess solid Insurance knowledge, particularly in commercial lines, with the ability to interpret policies, endorsements, and coverage forms.
• Candidates should possess Sales-related skills, such as identifying opportunities to cross-sell and support producers in developing new business.
• Relevant qualifications include prior experience in a commercial insurance agency or brokerage environment and a valid Property & Casualty insurance license.
• Additional beneficial skills include proficiency with agency management systems, strong organizational and time-management abilities, and capability to work collaboratively in an on-site team setting.