A culture of empowerment and encouragement. Growth. A deep meaningful responsibility to helping clients navigate the unknown. Want it? We've got it!
At CAI Insurance, we believe that today is an opportunity to help our customers prepare for life's unexpected events. It's what we do, we're proud of it, and we want you to be part of it!
We are currently hiring Commercial Lines Account Managers. This is an exceptional opportunity if you’re a driven individual looking to continue to grow in your career. We are only satisfied when delivering the best, and we achieve that by investing in our employee’s professional development. With our support, you will have the tools you need to become a leading contributor to the agency’s, and our clients', overall success!
CAI Insurance offers workplace flexibility with an opportunity to work from home after 90 days of employment (hybrid). We offer competitive base compensation with an opportunity to earn commissions and year end bonusing. Benefits include paid time off, paid holidays, multiple medical options, dental, vision, life, disability, other workplace voluntary plans, retirement plans with a match, flexible spending accounts and health savings accounts (waiting periods apply).
ROLE OVERVIEW
Commercial Lines Account Managers are responsible for delivering high‑quality client service, managing retention, and supporting the growth of an assigned book of commercial business. This role serves as the primary point of contact for clients and works closely with producers, carriers, and internal teams to ensure client needs are met with professionalism, accuracy, and proactive communication.
Commercial Lines Account Managers are expected to take ownership of their accounts, anticipate client needs, and provide thoughtful, consultative support. CAI’s culture is grounded in Clarity, Accountability, Resilience, Engagement, and Strategy, and Account Managers are expected to reflect these attributes in how they manage client relationships, collaborate with teammates, and approach their work.
CORE RESPONSIBILITIES
- Develop and maintain strong, trust‑based relationships with clients, carrier partners, and internal team members.
- Educate and advise clients on coverage options and recommendations tailored to their unique risks, ensuring clarity and confidence in decision‑making.
- Proactively conduct account reviews to assess coverage adequacy and identify potential gaps or changes in risk.
- Manage new and renewal business marketing processes from start to finish, demonstrating ownership and attention to detail.
- Evaluate and negotiate carrier quotes on behalf of clients to align coverage, value, and risk considerations.
- Support growth of the existing book of business through thoughtful account rounding and proactive coverage discussions.
- Prepare clear, accurate proposals and presentation materials that support informed client decisions.
- Bind coverage accurately within established authority levels and agency guidelines.
- Resolve policy, billing, and coverage‑related concerns with professionalism, responsiveness, and accountability.
- Maintain a strong working knowledge of carrier underwriting guidelines, appetite, and product offerings.
- Ensure client files are complete, accurate, and well‑documented in accordance with agency standards.
- Contribute to the overall success of the team by sharing knowledge, supporting colleagues, and taking on additional responsibilities or special projects as needed.
SKILLS & QUALIFICATIONS
- Client‑focused with a strong sense of accountability for service quality and retention.
- Proven ability to manage a book of business independently and prioritize competing deadlines.
- Strong problem‑solving skills with a solutions‑oriented mindset.
- Clear, professional communicator with strong written and verbal skills.
- Organized, detail‑oriented, and consistent in follow‑through.
- Adaptable and calm when navigating complex client situations.
REQUIREMENTS
- Property and Casualty License
- CIC Preferred
CULTURE & EXPECTATIONS
At CAI, how we show up matters. Commercial Lines Account Managers are expected to act with integrity, accountability, and professionalism while delivering a high‑quality client experience. This role requires a collaborative mindset, respect for others, openness to feedback, and a commitment to providing clarity and confidence to clients, producers, and colleagues.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Experience:
- Customer Service: 2 years (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: Hybrid remote in Cincinnati, OH 45202
