Commercial Lines - Account Manager
At BlueStone Advisors, we are committed to fostering a culture of character and competence. Our mission is to empower our team members to cultivate trusted relationships with clients, ensuring they receive the highest level of service and support. BlueStone’s culture has been recognized nationally and is a Certified Great Place to Work™.
We prioritize the delivery of optimal results, allowing our clients to focus on what matters most: the growth and success of their businesses. Our approach is built on a foundation of integrity, collaboration, and excellence, enabling us to navigate challenges and identify opportunities effectively.
At BlueStone Advisors, we hire experienced professionals who bring a wealth of knowledge and expertise to our team. We are dedicated to fostering an environment that promotes personal and professional development, ensuring our team members have the resources and support they need to thrive. This commitment not only enhances our team's capabilities but also strengthens the service we provide to our clients.
Position Overview
The Account Manager is a client-obsessed advisor who maintains and cultivates positive working relationships. Responsible for the day-to-day account management for moderately complex client accounts, this role manages a book of business by acting with integrity and anticipating client needs. They win as a team by establishing a valuable connection between carriers, clients, and internal partners to drive growth and client retention.
The essential duties and responsibilities may include the following. Other duties may be assigned.
- Cultivate strong, lasting relationships with clients and carriers by combining advocacy, proactive communication, and scheduled touch points with a deep understanding of insurance expertise.
- Leverage partnerships to deliver value-driven solutions, strengthen trust, and ensure a client-obsessed, team-oriented experience.
- Provide strategic insurance consultation by analyzing current programs for coverage gaps, risk management, and enhancement opportunities, delivering recommendations with integrity and a client-obsessed approach.
- Market new and existing clients with integrity and expertise by obtaining accurate quotations through online rating systems or direct submissions to underwriting.
- Manage underwriting, premium negotiations, and renewal strategies with a client-obsessed, solution-focused approach, ensuring quality results and clear communication.
- Support accurate client documentation and policy management by ensuring all processes are completed with precision and quality.
- Verify that issued policies align with quoted, proposed, and bound coverages, demonstrating accountability and attention to detail.
- Lead and participate in client-facing engagements—including in-person check-ins, renewals, and strategy sessions—ensuring consistency, trust, and alignment with client objectives.
- Participate in regular team meetings to align on client renewals, strategy, and shared objectives, contributing ideas and solutions with a spirit of collaboration.
- Coordinate proactively with Management to ensure accurate invoicing and premium processing, including finance agreement requests and premium allocations, completed with efficiency and accountability.
- Support team members by reviewing documents, issuing certificates, maintaining files, and preparing proposals and summaries with accuracy and collaboration.
- Collaborate with Customer Service to review quotes and coverages, gather needed information, and deliver accurate, client-focused proposals that align with client needs.
- Commit to ongoing professional growth as a relentless learner, modeling adaptability and curiosity.
- A "Win as a Team" mindset, with the ability to collaborate relentlessly with internal and external partners.
- Excellent verbal and written communication skills.
- Ability to communicate candidly and explain detailed policy concepts simply.
- Proficiency in Excel, Word, and PowerPoint.
- Proficiency in Google Suite is preferred.
- Experience in the Vertafore AMS360 Software preferred, or basic knowledge of an Agency Management System.
- Knowledge of, and practical experience in, staple insurance products - General Liability, Commercial Property, Auto, Umbrella, and Workers’ Compensation.
- A minimum of 3 years of insurance brokerage or industry experience.
- Commercial Property & Casualty License required or obtained within 6 months of employment.
Compensation
At BlueStone, we value fairness, transparency, and a supportive culture. Compensation for this position is based on experience, skills, responsibilities, internal equity, and market conditions. In alignment with the Equal Pay Act, employees performing substantially similar work receive equal pay opportunities.
Pay Range: $65,000 – $90,000
Bonus Eligibility: Bonus Eligible
BlueStone offers benefits that reflect our commitment to work–life balance, well-being, and professional growth. Employees in this role have equal access to the benefits listed below.
Employer-Paid Benefits:
- Unlimited PTO
- 10 Company Holidays
- Medical & Dental insurance with employer contributions
- 100% employer-paid Group Life Insurance
- 100% employer-paid Short-Term & Long-Term Disability
- 401(k) with company match
- Licensing & Continuing Education reimbursement
Voluntary Benefits:
- Vision insurance
- Voluntary Life Insurance