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Remote Commercial Lines Account Manager (The Upton Group)


This is a Full-time position in Washington, DC posted October 28, 2021.

The Upton Group, an Acrisure agency partner, is a commercial lines general agency that primarily works with franchise pizzerias and restaurants firms in procuring their insurance needs. We are a team-based organization that values strong work ethic and personal responsibility for each individual’s work product. To fuel our growth we are in search of a Commercial Lines Account Manager

Remote Available or for our location in Guntersville, AL

Essential Duties And Responsibilities

  • Manage ongoing client & carrier relationships
  • Communicate due dates, timelines and expectations to clients and carriers
  • Prepare insurance contracts for new clients, effectively utilizing resources
  • Administer renewals, marketing, negotiating pricing including preparing proposals, for existing clients
  • Explore all opportunities for exemplary service, working to maximize client/account retention
  • Confirm appropriate coverage has been placed or at least offered/recommended. If offered/recommended coverage has been rejected, ensure appropriate documentation is obtained.
  • Manage renewal process; change request and endorsement process, delegating to team members as appropriate.
  • Receive, review, respond to or delegate all client and underwriter correspondence (phone, email, mail, fax, etc.) in agency management system.
  • Review follow up (pending) list or activities on a daily basis and take appropriate action, manage the (potential) missed expiration report.
  • Ensure proper coding of agency commission, producer commission, service structure and agency structure (the “service and billing tab”), transact agency bill items unless delegated, review and take action on all account receivable items, manage the cancellation process.
  • Comply with agency standards, policies, and procedures.
  • Assist in the training of other employees at the Manager’s request.
  • Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others.

Review emails within 24 hours and client voicemails within 2-4 hours and respond accordingly.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience

  • High school diploma or recognized equivalent, required.
  • 1+ years of commercial experience, required
  • P & C license, required or willing to obtain with 6 months of start date.

Technology Skills

  • AMS 360 or similar agency management software experience
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications

  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
  • Demonstrates excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges.
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done 100%%%% with no in office required
  • In office work is available for those who prefer non-remote.
  • The noise level in the work environment is usually moderate.

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off and 401k plan

The Upton Group is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.

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