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Capstone Search Group · 2 days ago

Commercial Insurance Account Manager

Richmond, VA

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Capstone Search Group is one of the largest independent insurance brokers in the Mid-Atlantic region, and they are seeking a Commercial Insurance Account Manager to support their client service teams. The role involves managing daily service for middle market and larger accounts, processing policy changes, and supporting new and existing accounts.

ConsultingInsuranceRecruiting

Growth Opportunities

Hiring Manager

Sierra Ely

Responsibilities

Support new and existing accounts (marketing, certificates, binders, billing, etc.)

Process policy changes: endorsements, audits, and re-marketing

Delegate to Tech Assistants (ordering MVRs, completing applications, requesting loss runs)

Monitor account quote; bind coverage

Answer daily service calls from insureds and insurance companies

Qualification

Commercial insurance experienceCustomer service skillsActive state insurance licenseP&C coverage knowledgeAccount management skills

Required

Minimum three (3) years in commercial insurance agency experience in customer service & account management

Active state insurance license

Broad P&C coverage background

Preferred

5-7+ years for senior level roles in commercial insurance agency experience in customer service & account management

Benefits

Generous PTO

Comprehensive benefits

Company

Capstone Search Group

Capstone Search Group provides recruiting services for candidates and companies.

Founded in 2002

Urbandale, Iowa, USA

2-10 employees

https://www.csgrecruiting.com

Funding

Current Stage

Early Stage

Leadership Team

Chris Winterboer

Partner, Senior Search Consultant - Insurance Recruiter

Kris Gibson, CPC

Managing Partner, Senior Consultant

Company data provided by crunchbase