The Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.
Key Responsibilities
- Serve as the day-to-day contact for small commercial clients, providing timely and professional service support.
- Manage policy renewals, coverage changes, certificates, billing questions, and other service needs.
- Process endorsements, audits, cancellations, and reinstatements accurately and promptly.
- Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues and ensure client satisfaction.
- Prepare summaries and present recommendations in collaboration with Mavrix Insurance Advisors.
- Submit applications and supplementals to carriers for quoting as needed.
- Identify opportunities for coverage improvements or upselling appropriate to client needs.
- Maintain accurate, complete client files in the agency management system (EPIC).
- Ensure all documentation and servicing activity complies with agency standards and E&O best practices.
- Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency.
Skills, Knowledge and Expertise
- High School graduate/GED required. Bachelor’s degree preferred.
- 3+ years of experience in commercial lines account management.
- Active P&C license required.
- Strong knowledge of small commercial lines, including GL, WC, BOP, Auto, and Umbrella.
- Familiarity with agency management systems (preferably EPIC).
- Proficient in MS Office, namely Outlook, Excel, and Word.
- Solid communication skills, both written and verbal.
- Organized, self-motivated, and detail-oriented.
Why Choose Mavrix?
Mavrix was born from the belief that independence should be empowering, not limiting. We’ve reimagined the way agents grow, providing a robust infrastructure of modern tools, innovative tech, comprehensive support, and a customer-first mindset.
Mavrix is a wholly owned subsidiary of Heffernan Group (HG). At Mavrix, our culture is guided by the Heffernan Habits: prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Heffernan Habits: These are core values that represent our unique culture.
- Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
- Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
- Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
- Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
- Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
Salary: 70000 - 80000 USD per year
