Small Business Unit Commercial Account Manager

Description

Small Business Unit Commercial Account Manager

• Location: Ohio or Kentucky
• Employment Type: Full-Time and Hybrid based in one of our locations

Job Summary

Are you an organized, detail-driven insurance professional who thrives in a fast-paced service environment? As an SBU Commercial Account Manager (SBCAM), you’ll support and retain a high-volume portfolio of small business commercial lines clients. You’ll handle day-to-day servicing needs, ensure policy accuracy, process transactions efficiently, and deliver the responsive, relationship-focused service our clients rely on.

This role is ideal for a licensed insurance professional with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and helping small businesses feel protected and supported.

Responsibilities

• Build & Maintain Client Relationships
• Develop strong working relationships with clients, underwriters, and producers
• Maintain high satisfaction within your assigned book of business
• Conduct periodic service calls and respond promptly to client inquiries

Serve as a reliable point of contact for certificates, endorsements, billing questions, and policy changes

Deliver High-Volume, High-Quality Account Service

Begin renewal preparation 90 days prior to expiration

Prepare renewal submissions, obtain signed applications, and deliver renewals per departmental procedures

Review accounts for rounding opportunities and increased limits; document all recommendations to prevent E&O exposure

• Process endorsements, certificates, audits, and change requests accurately and efficiently
• Issue certificates and verify policy accuracy
• Report claims to carriers in accordance with agency guidelines

Ensure Accuracy, Compliance & Documentation

Maintain real-time, accurate client files in AMS-360 and ImageRight

Update billing screens, commissions, producer codes, company codes, and status codes during renewal processing

Prepare and process premium finance agreements

Handle agency-bill invoicing and ensure compliance with agency procedures

Prepare and process lost policy releases (LPRs)

Act as liaison between clients and carriers regarding inspections and loss control recommendations

• Notify leadership when service standards may be at risk
• Support Producers & New Business Workflows
• Provide technical support for new business opportunities
• Prepare new business submissions when the new business department is unavailable

Assist producers with gathering information and risk management recommendations for renewals

Qualifications We’re Seeking

• Minimum 1 year of commercial lines P&C insurance experience
• Active Ohio Property & Casualty license

High school diploma or GED

• Ability to manage a book of $225,000–$350,000 in agency revenue
• Proficiency in AMS-360, ImageRight, Microsoft Office, and web-based tools
• Strong attention to detail, accuracy, and adherence to procedures
• Professional communication skills, both written and verbal
• Ability to adapt to change and follow agency guidelines
• Commitment to continuing education
• Benefits Include
• Health, dental and vision insurance from day one
• Company-funded health savings account (HSA)
• Life insurance, short- and long-term disability
• 401(k) with employer match
• Paid time off, including summer hours and paid parental leave
• Hybrid work environment
• And much more!

About Us

With 100+ years of history behind every client relationship, we’ve built a reputation on integrity, expertise, and the dedication of our people. That commitment has earned us recognition as a Top Insurance Employer and Top Insurance Workplace by Insurance Business America, a spot among the Top 100 Independent Insurance Agencies by Insurance Journal, and distinction as a leading Northeast Ohio agency by Crain’s Cleveland Business.

Founded in Akron, OH in 1910, we’ve grown to 250+ employees across 20+ locations in Ohio, Kentucky, and Florida—while maintaining the personal, relationship-driven service that sets us apart.

Our competitive edge comes from

• Regional specialization and deep market knowledge
• Client education that emphasizes prevention over reaction
• Access to regional, national, and international insurance markets
• A reliable in-house claims service team that advocates for clients when it matters most

At SeibertKeck Insurance Partners, we go beyond premium. We reduce costs through proprietary risk management and loss control strategies, negotiate the best possible rates through strong carrier relationships, and support clients with responsive, around-the-clock claims partners.

We’re proud of where we’ve been—and even more excited about where we’re going.

Equal Opportunity Employer

We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, disability, age, or any other protected characteristic.