Location
Middleborough MA
Job Type
Full-Time Regular
Industry
Insurance
Position Id
201074

Hybrid Commercial Lines – Small Business Account Manager
Salary: $60,000 – $80,000

As a Small Business Account Manager for commercial lines, you are more than just an insurance agent—you are a trusted advocate, educator, and expert communicator for small business clients. Your role is to guide clients through the complexities of commercial insurance, helping them make informed decisions that protect their businesses and align with their unique needs and budget.

Small business owners are often stretched thin and rely on professionals who can translate complex insurance topics into practical, actionable solutions. In this role, you'll serve as their go-to resource—supporting coverage selection, assisting at the time of claims, and ensuring they receive outstanding value and service.

Work Arrangement

  • Full-time, hybrid position

  • Competitive compensation range: $60,000–$80,000 annually

  • Comprehensive benefits package available to employees, family members, and domestic partners

Benefits Include:

  • Medical, Dental, and Vision Insurance

  • Flexible Spending Account (FSA) & Health Savings Account (HSA)

  • Commuter Transit Programs

  • Company-paid Short-Term & Long-Term Disability

  • Group Term Life Insurance

  • Employee Assistance Program (EAP)

  • Paid Parental Leave

  • Paid Holidays

  • Personalized Paid Time Off (PTO)

  • 401(k) Retirement Plan

Key Responsibilities:

  • Educate clients on coverage options, assist with claims-related issues, and ensure accurate and timely submission of applications to carriers

  • Process policy changes, transfers, and new policy creation following established procedures and workflows

  • Maintain thorough documentation and client records through internal systems

  • Collect and enter data from various sources to support client servicing

  • Prepare renewals and ensure the sales team has required materials for client meetings

  • Identify cross-sell opportunities to enhance coverage for existing clients

Qualifications:

  • Minimum of 2 years of industry experience

  • Active Property & Casualty license in Massachusetts (or ability to obtain)

  • Experience with EPIC agency management system preferred, but not required

  • Strong time management and organizational skills

  • Effective communicator with strong verbal and written communication abilities

  • Collaborative mindset with a commitment to providing exceptional service in a team environment