Business Account Manager

Who We Are. 

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. 

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. 

What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. 

We Insure is looking for an experienced Business Account Manager with strong knowledge of commercial insurance markets. This role provides prompt, accurate, and professional service to clients, producers, and internal partners while managing the servicing, renewal, and expansion of existing accounts.

The Business Account Manager supports company growth by collaborating with producers, management, and cross functional teams on ongoing client needs and special projects.

Key Responsibilities:

• Manage small and midsize commercial accounts
• Partner with an Account Executive or Department Lead for guidance and training on client servicing
• Prepare submissions for new and renewal business, market as appropriate, and prepare proposals
• Process change requests and review audits and policies for accuracy
• Set up and maintain new account files in Applied Epic following agency procedures
• Invoice agency bill transactions within 48 hours and collect premiums accordingly
• Notify producers of unpaid audits in a timely manner and coordinate next steps based on carrier guidelines
• Review renewals with producers at least 120 days prior to expiration to determine marketing strategies
• Prepare and process cancellations and follow up on notices per agency procedures
• Respond to carrier communications and process required updates
• Fulfill client requests including ID cards, certificates of insurance, binders, and evidence of coverage
• Review policies and related documents for accuracy and deliver to insureds as needed
• Work with producers to evaluate exposure, negotiate coverage, and review with clients when required
• Identify and recommend additional coverage based on client needs and prepare quotes or proposals
• Keep producers informed of key activity on assigned accounts
• Review monthly reports including aged receivables, renewals, expirations, and suspense items

Performance Expectations:

• Service clients and accounts in a way that minimizes E&O exposure
• Escalate issues that require management review or approval
• Respond to calls and emails within 24 hours
• Complete client requests such as certificates and binders within 24 hours
• Maintain accurate, consistent documentation of all activity in Applied Epic
• Use the Epic suspense system to track and follow up on outstanding items
• Prioritize workload and request assistance as needed to manage volume
• Participate in cross functional projects and additional duties as assigned
• Stay current on rates, forms, and coverage changes through training and industry resources
• Participate in ongoing education, seminars, and skill development opportunities

Qualifications:

• Minimum of 3 years of Business Account Management experience
• High school diploma or equivalent required. College degree preferred
• Active Property and Casualty license required
• Commercial lines insurance experience
• Professional designation is a plus
• Experience with Applied Epic preferred
• Strong listening skills, attention to detail, and positive attitude
• Solid knowledge of commercial insurance products and coverages

Our Values. The We Way. 

At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience. 

We Way Reflects Our Commitment to.  

• We personalize protection at a price you can trust 

• We hustle to find opportunity 

• We care authentically 

• We thrive in ambiguity 

• We own our results 

• We have fun along the way 

• And—we’re just getting started 

Our Total Rewards.  

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account 

• Competitive Salaries 

• 401K Match   

• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave 

• Short and Long-Term Disability 

• Employee Support Programs, Including Mental Health 

• Tuition Reimbursement   

• Matching Charitable Gift Program 

• Lucrative Referral Program 

This position is not able to be performed in California, Colorado, New York or Washington. 

 EEO

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.