Commercial Lines Account Manager (Remote)
Who We Are
Petra Risk Solutions is a growing commercial insurance brokerage with a track record of delivering for our clients and our people. We're adding an experienced Commercial Lines Account Manager to our team — someone who's ready to manage a book of business and hit the ground running.
We invest in the people who join us. That means access to professional development, ongoing training, and a team environment where expertise is shared and careers are built.
WHAT YOU'LL DO
As a Commercial Lines Account Manager, you'll manage a portfolio of commercial accounts and serve as a trusted point of contact for clients, carriers, and an internal service team. Day-to-day, that looks like:
Client & Account Management
• Serve as the primary relationship manager for an assigned book of commercial accounts, proactively communicating with clients to gather renewal information, binding conditions, and subjectivities
• Review policies, endorsements, audits, and applications for accuracy — flagging and resolving discrepancies before they become E&O exposures
• Request and coordinate property valuation reports as needed
Carrier & Submissions Work
• Prepare and submit endorsement requests to carriers and follow through to completion
• Build account submissions and support the sales team with proposals and presentation materials
Team & Operations
• Mentor and delegate appropriate tasks to Assistant Account Managers
• Maintain organized electronic files and a reliable suspense/follow-up system to keep accounts moving without anything slipping through the cracks
• Invoice endorsements, audits, and policies accurately and on time
• Keep records current in the agency management system (TAM/Epic)
WHAT YOU BRING
Experience & Credentials
• 5+ years of commercial lines insurance experience, ideally in a brokerage or agency environment
• Active Property & Casualty license (required)
• Bachelor's degree preferred, though equivalent experience in lieu of a degree is welcome
Technical Knowledge
• Solid working knowledge of commercial insurance coverages across multiple lines, with the ability to read, analyze, and interpret policies, endorsements, and coverage documents
• Comfortable with pro-rata calculations, audit math, and basic accounting concepts that come up regularly in account management
• Proficient in Microsoft Office (Word, Excel, Outlook) and agency management systems; Applied Epic/TAM experience is a plus
How You Work
• You communicate clearly and professionally — with clients, carriers, and teammates — and you understand that relationships are at the core of this business
• You manage a busy workflow without letting things fall through the cracks, and you're proactive about following up before anyone has to ask
• You take accuracy seriously, particularly when it comes to documentation and file management, where errors carry real consequences
• You stay curious about the industry — new products, coverage developments, and regulatory changes — because you want to keep getting better at what you do
Please note the actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Job Type: Full-time
Pay: $75,000.00 - $120,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Pay may depend on skills and/or qualifications
Experience:
• Commercial insurance: 5 years (Preferred)
License/Certification:
• commercial property and casualty license (Required)
Work Location: Remote
Apply tot his job
Apply To this Job
Petra Risk Solutions is a growing commercial insurance brokerage with a track record of delivering for our clients and our people. We're adding an experienced Commercial Lines Account Manager to our team — someone who's ready to manage a book of business and hit the ground running.
We invest in the people who join us. That means access to professional development, ongoing training, and a team environment where expertise is shared and careers are built.
WHAT YOU'LL DO
As a Commercial Lines Account Manager, you'll manage a portfolio of commercial accounts and serve as a trusted point of contact for clients, carriers, and an internal service team. Day-to-day, that looks like:
Client & Account Management
• Serve as the primary relationship manager for an assigned book of commercial accounts, proactively communicating with clients to gather renewal information, binding conditions, and subjectivities
• Review policies, endorsements, audits, and applications for accuracy — flagging and resolving discrepancies before they become E&O exposures
• Request and coordinate property valuation reports as needed
Carrier & Submissions Work
• Prepare and submit endorsement requests to carriers and follow through to completion
• Build account submissions and support the sales team with proposals and presentation materials
Team & Operations
• Mentor and delegate appropriate tasks to Assistant Account Managers
• Maintain organized electronic files and a reliable suspense/follow-up system to keep accounts moving without anything slipping through the cracks
• Invoice endorsements, audits, and policies accurately and on time
• Keep records current in the agency management system (TAM/Epic)
WHAT YOU BRING
Experience & Credentials
• 5+ years of commercial lines insurance experience, ideally in a brokerage or agency environment
• Active Property & Casualty license (required)
• Bachelor's degree preferred, though equivalent experience in lieu of a degree is welcome
Technical Knowledge
• Solid working knowledge of commercial insurance coverages across multiple lines, with the ability to read, analyze, and interpret policies, endorsements, and coverage documents
• Comfortable with pro-rata calculations, audit math, and basic accounting concepts that come up regularly in account management
• Proficient in Microsoft Office (Word, Excel, Outlook) and agency management systems; Applied Epic/TAM experience is a plus
How You Work
• You communicate clearly and professionally — with clients, carriers, and teammates — and you understand that relationships are at the core of this business
• You manage a busy workflow without letting things fall through the cracks, and you're proactive about following up before anyone has to ask
• You take accuracy seriously, particularly when it comes to documentation and file management, where errors carry real consequences
• You stay curious about the industry — new products, coverage developments, and regulatory changes — because you want to keep getting better at what you do
Please note the actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Job Type: Full-time
Pay: $75,000.00 - $120,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Pay may depend on skills and/or qualifications
Experience:
• Commercial insurance: 5 years (Preferred)
License/Certification:
• commercial property and casualty license (Required)
Work Location: Remote
Apply tot his job
Apply To this Job