Job Description
Our retained client is a rapidly growing technology-enabled specialty insurance agency focused on serving Planned Communities, Condominium Associations, and HOA Management Firms across the United States.
The organization operates a unique Service-as-Software brokerage model, providing clients with a centralized dashboard that allows them to manage the insurance programs and risks across their entire portfolio of properties. While technology enhances client experience, experienced insurance professionals remain at the core of the organization—handling the marketing, placement, servicing, and problem solving required to support complex insurance programs.
The company is building a team of professionals who are collaborative, intellectually curious, and energized by solving complex problems in a fast-moving environment. As the organization continues to scale, it is investing in tools and automation that streamline routine work so employees can focus on delivering thoughtful service and creative solutions to clients and carrier partners.
The Role
Our client is seeking an experienced Commercial Lines Account Manager with strong retail agency experience, ideally supporting HOA / condominium association insurance programs.
Working closely with Primary Producers, Placement Leaders, and internal service teams, this individual will help manage a growing portfolio of insured accounts while supporting the marketing, placement, and servicing of commercial insurance programs.
Success in this role requires someone who is organized, proactive, and comfortable operating in a high-growth environment where teamwork, transparency, and accountability are essential. The right candidate will enjoy partnering with producers, collaborating with carrier partners, and ensuring that complex insurance placements are completed accurately and efficiently.
As the company grows, individuals who demonstrate strong leadership instincts, sound judgment, and a desire to improve processes will have opportunities to help shape scalable service operations around endorsements, renewals, invoice triage, and claims coordination.
Key Responsibilities
Qualifications
Why This Role
This is an opportunity to join a rapidly growing specialty insurance platform where professionals are encouraged to think creatively, take initiative, and help shape how the organization evolves. The company values individuals who bring integrity, strong client service instincts, and a collaborative mindset to their work.
The role offers a remote work environment, exposure to a growing national insurance platform, and the opportunity to grow alongside an organization that is redefining how insurance services are delivered to planned communities and HOA management organizations.
The organization operates a unique Service-as-Software brokerage model, providing clients with a centralized dashboard that allows them to manage the insurance programs and risks across their entire portfolio of properties. While technology enhances client experience, experienced insurance professionals remain at the core of the organization—handling the marketing, placement, servicing, and problem solving required to support complex insurance programs.
The company is building a team of professionals who are collaborative, intellectually curious, and energized by solving complex problems in a fast-moving environment. As the organization continues to scale, it is investing in tools and automation that streamline routine work so employees can focus on delivering thoughtful service and creative solutions to clients and carrier partners.
The Role
Our client is seeking an experienced Commercial Lines Account Manager with strong retail agency experience, ideally supporting HOA / condominium association insurance programs.
Working closely with Primary Producers, Placement Leaders, and internal service teams, this individual will help manage a growing portfolio of insured accounts while supporting the marketing, placement, and servicing of commercial insurance programs.
Success in this role requires someone who is organized, proactive, and comfortable operating in a high-growth environment where teamwork, transparency, and accountability are essential. The right candidate will enjoy partnering with producers, collaborating with carrier partners, and ensuring that complex insurance placements are completed accurately and efficiently.
As the company grows, individuals who demonstrate strong leadership instincts, sound judgment, and a desire to improve processes will have opportunities to help shape scalable service operations around endorsements, renewals, invoice triage, and claims coordination.
Key Responsibilities
- Partner with Producers, Agents, Brokers, and Underwriters to place and service commercial accounts
- Assist with submission preparation, quote evaluation, proposals, and binding documentation
- Manage account activity within the agency’s Agency Management System (AMS) and related technology platforms
- Work across systems including Salesforce, DocuSign, Microsoft Office, and Google Workspace to support efficient account management
- Interface with carriers, wholesalers, and MGAs, including navigating carrier portals and coordinating payments
- Collaborate with internal service teams assisting with ACORD forms, certificates of insurance, broker-of-record letters, and proposals
- Maintain accurate documentation and policy records while ensuring clear and transparent communication with clients and carriers
- Respond thoughtfully to complex inquiries and help resolve issues in a timely and professional manner
- Contribute ideas and feedback that improve operational workflows and strengthen the organization’s service platform
Qualifications
- 5+ years of Commercial Lines retail agency experience
- Direct experience with HOA, condominium association, or planned community insurance programs strongly preferred
- Strong working knowledge of Agency Management Systems (AMS) and carrier portals
- Ability to build effective working relationships with Producers, clients, and carrier partners
- Excellent written and verbal communication skills
- Highly organized with the ability to prioritize work in a fast-paced, service-oriented environment
- Strong aptitude for learning and working within technology-enabled workflows
- CIC, CPCU, RPLU, or similar professional designation preferred
Why This Role
This is an opportunity to join a rapidly growing specialty insurance platform where professionals are encouraged to think creatively, take initiative, and help shape how the organization evolves. The company values individuals who bring integrity, strong client service instincts, and a collaborative mindset to their work.
The role offers a remote work environment, exposure to a growing national insurance platform, and the opportunity to grow alongside an organization that is redefining how insurance services are delivered to planned communities and HOA management organizations.