B.F. Saul Company

  • Commercial Insurance Account Manager

    Bethesda, MD
    Job Category
  • Overview

    The Account Manager is responsible for brokering and managing clients with a $350,000 revenue target book of business and/or commensurate number of client relationships for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber). The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. An understanding of the insurance market along with building and maintaining strong relationships with our insurer partners is essential.

    Duties & Responsibilities

    Duties will include, but are not limited to the following:

    • Support Producers and Account Executives
    • Oversee the servicing of a designated book of business as relating to marketing, claims, and administration
    • Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
    • Recommend potential enhancements or improvements to processes and/or current policies
    • Account round for coverage and/or policies we do not currently handle
    • Review status on open claims
    • Develop renewal coverage specifications
    • Select insurers for submission; negotiate and follow up on quotes and do initial coverage analysis
    • Develop and present renewal proposal to client on own book or in coordination with Account Executive with detailed year over year comparison of all elements of program
    • Bind and invoice programs with carriers– review and submit to client
    • Facilitate premium financing
    • Follow up on policy/endorsement issuance and check policies, endorsements, and audits for accuracy prior to client delivery
    • Complete Surplus Lines filing, if applicable
    • Issue Certificate of Insurance
    • Follow up for premium payment to insurer
    • Maintain privileged and confidential information

    Qualifications & Skills


    • Work really hard – let’s not confuse effort with results
    • Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
    • Be growth oriented – want to be part of a growing business
    • Impact the business – deliver unexpected client results; take personal accountability
    • Intellectual curiosity – willingness to learn
    • Initiative – find practical solutions for our clients
    • Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
    • Operates with uncertainty – open to new experiences as a means of self-improvement
    • Teamwork – work well with others, proactively share information with colleagues
    • Professional manner – high standard of performance and integrity
    • Think strategically – make thoughtful decisions
    • Communication – listens well; concise and articulate in speech and writing



    • 3+ years of relevant insurance industry experience
    • Bachelor’s Degree is required
    • Appropriate state licensing required
    • Insurance industry designations are preferred
    • Intermediate to advanced level of experience with Excel and PowerPoint


    Equal Opportunity Employer/Vertans/Disabled



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