COMMERCIAL ACCOUNT MANAGER JOB DESCRIPTION

Commercial insurance is a regulated, relationship-intensive market where policy accuracy, carrier access, and renewal timing are non-negotiable. One missed endorsement or a lapsed Property & Casualty licence can cost a client their coverage and an agency its reputation. The Commercial Account Manager exists to make sure neither happens - owning a dedicated book of commercial business and serving as the day-to-day authority between clients, underwriters, and insurers. This role sits within a brokerage or agency team, typically supporting one or more Account Executives, and is accountable for the quality and continuity of every client interaction.

The mandate of the Commercial Account Manager is to retain and grow an assigned portfolio of commercial insurance clients by managing renewals, processing policy changes, and ensuring every account meets documented service standards. Working within a structured brokerage environment alongside producers, Account Executives, and underwriters, the role carries accountability for both client satisfaction and the accuracy of all documentation and submissions.

Career Impact: Carrying an active Property & Casualty licence and progressing toward a CII qualification while managing a real commercial book of business accelerates market credibility in ways that junior support roles do not.

Business Impact: When this role performs well, clients renew, coverage gaps close, and the agency retains the revenue that producers worked to win - its absence is felt immediately in lapse rates and client attrition.

Growth Opportunity: Experience managing mid-term adjustments, complex multi-product placements, and loss experience reviews opens a path toward senior broker, Account Executive, or specialist lines roles within commercial insurance.

• Manage policy renewals, endorsements, cancellations, and reinstatements for an assigned commercial book of business to agreed service standards.
• Serve as the primary client contact for day-to-day queries, coverage changes, and account updates across all assigned accounts.
• Produce market presentations and insurance summaries, including data collation, risk programme recommendations, and submission to insurers.
• Evaluate client risks and review loss experience, cash flow, and financials to develop and recommend appropriate coverage solutions.
• Liaise with insurers and underwriters on policy changes, new business, renewals, and complex placement requirements.
• Maintain the agency management system with complete, accurate, and current client data following all branch workflows.
• Support Account Executives in retaining existing accounts and generating new business through contract reviews and mid-term strategy.
• Attend industry and broking events to sustain and grow professional relationships within the carrier and broker market.

• Bachelor's degree in business, finance, or a related field, or equivalent work experience.
• 3 or more years of commercial insurance account handling experience, with demonstrated responsibility for policy renewals and client servicing.
• Active Property & Casualty licence, or eligibility to obtain one within a defined onboarding period.
• Proven ability to evaluate commercial risks, interpret loss experience data, and recommend coverage across multiple product lines.
• Strong administrative and organisational skills with the ability to manage simultaneous accounts accurately under time pressure.
• Excellent written and verbal communication skills suited to client-facing and insurer-facing correspondence.
• Solid numeracy and literacy with careful attention to documentation accuracy and compliance with professional standards.

• CII qualification held or actively being pursued, demonstrating commitment to professional development in insurance broking.
• Prior experience with Acturis or comparable broker management systems in a commercial lines environment.
• Exposure to specialist or agricultural commercial lines, including complex or high-value risk placements.
• Familiarity with group medical insurance products and the servicing requirements of employer-sponsored benefit programmes.

• Core Stack: Acturis, Epic, agency management system (AMS).
• Productivity: Microsoft Office 365, Outlook, Excel.
• CRM & Pipeline: Salesforce, contact management database.
• Documentation: Insurance certificate platforms, binder, and liability certificate workflows.

• Base Salary Range: $55,000 to $80,000 per year, depending on experience and book size.
• Bonus: Performance-based bonus tied to retention rate and renewal production.
• Equity: Not typically offered at this level in brokerage environments.
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by firm.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Continuing education support, licence and CII exam reimbursement, E&O coverage.

Figures based on current US market benchmarks. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for this position. All qualified applicants will be considered without regard to race, colour, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Reasonable accommodations are available to applicants with disabilities upon request. Employment in this role is contingent on successful completion of a background check, which may include verification of prior insurance industry employment and licensing history.

Driving strategic sales growth across a large commercial product portfolio, the Commercial Account Manager maximises revenue by acquiring new business and deepening relationships with existing customers. Partnering closely with store networks, Trade Centres, and supply chain teams, this role delivers exceptional price, range, and experience outcomes for commercial clients.

Key Responsibilities

• Develop and implement strategies to achieve or exceed budgeted sales, maximise profit, and strengthen product mix across the full build portfolio.
• Drive sales through the network, including Stores, Trade Centres, Supply & Install offers, and Frame & Truss plants.
• Build strong partnerships with clients to grow market share and identify new business opportunities.
• Develop and execute strategies to address local opportunities and combat competitor activities.
• Develop, implement, and manage a budget aligned to company expectations.
• Work collaboratively with network members and suppliers to deliver the best price, range, and experience for Commercial customers.
• Work on large, complex projects and rationalise supply chain solutions for customers.
• Demonstrate a personal commitment to safety.

Required Qualifications

• Proven success in a sales role with demonstrated hunter and harvester capability to maximise territory sales.
• Demonstrated ability to build strong relationships with new and existing customers, including Commercial and Project Builders.
• Strong commercial acumen with a results-driven approach.
• Strong customer focus with the ability to build rapport quickly.
• Tenacious, positive attitude with a willingness to learn.
• Demonstrates integrity, respect, and teamwork consistently.
• Strong IT literacy.

Sitting at the intersection of revenue growth and customer success, the Commercial Account Manager powers the business's sales engine by scaling commercial relationships and closing expansion opportunities across an existing portfolio. Reporting into a high-velocity sales team, this role is central to helping commercial customers understand and fully leverage the platform's capabilities.

Core Functions

• Proactively manage a portfolio of commercial customers as their main point of contact.
• Hunt and close expansion opportunities within the existing book of business through up-selling and cross-selling.
• Leverage customer relationships to ensure successful renewals.
• Develop customer champions to expand usage across new teams and departments.
• Engage with departmental executives and IT contacts to deploy the product wall-to-wall.
• Experiment with new processes and revenue streams that scale globally.

Skills & Qualifications

• 2+ years of closing experience in a sales role, with SaaS experience a plus.
• Experience in up-selling, cross-selling, and hunting new business.
• Full sales-cycle management skills, from prospecting to close.
• Ability to set repeatable processes that support a high volume of customer interactions.
• Strong communication, empathy, and integrity in customer-facing interactions.
• Able to advocate for both the user and the company in overcoming challenges.
• Adaptable to changing conditions with an entrepreneurial spirit.

As the Commercial Account Manager, this role converts prospective customers into long-term clients while sustaining a high-quality service experience across an assigned account base. Working closely with internal departments, including Transport and Credit, this position ensures orders are fulfilled accurately and relationships are maintained through consistent, professional communication.

Primary Duties

• Work with the lead generation team to convert potential customers into new clients.
• Build lasting relationships with clients through regular contact via email and phone.
• Log all quotes and process all orders to meet service level and delivery requirements.
• Work alongside internal departments, including Transport and Credit, to ensure orders are processed and delivered on time.
• Answer customer queries in a timely and professional manner.

Qualifications & Experience

• Previous account management experience.
• Excellent customer service skills with a strong history of building relationships.
• Enjoys selling products and services over the phone.
• Good IT skills with competent use of Microsoft Office.
• Highly motivated and driven to achieve targets with the ability to organise workload and manage time effectively.

Embedded within a field sales operation, the Commercial Account Manager generates and closes new business by conducting quality inspections, presenting tailored proposals, and delivering environmentally responsible service solutions to residential and commercial customers. Reporting to local sales leadership, this role combines high-volume prospecting activity with a strong focus on customer satisfaction and referral generation.

Scope of Work

• Make at least 10 calls per day, including office, service, and creative calls, with a minimum of 3 appointments scheduled daily.
• Perform quality inspections, including preparation of complete graphs, treatment specifications, and correct rate card pricing.
• Present sales proposals professionally, advising customers of inspection findings and offering effective, environmentally responsible solutions.
• Average a minimum of $4,000 in proposals daily and 3 proposals per appointment.
• Up-sell additional services and offer formal proposals across all residential and GreenUp Lawn, Tree & Shrub Care services.
• Contact all customers after service to ensure satisfaction and generate referrals, maintaining a 75% closing ratio on all leads.
• Complete and submit a Daily Sales Activity Report; respond to all leads immediately and handle same-day where possible.
• Maintain vehicle, personal presentation, and point-of-sale materials to the highest professional standards.
• Assist with collection efforts on delinquent accounts and safeguard all company property, equipment, and materials.
• Attend all sales and technical training meetings and stay current on industry regulations, products, and safety procedures.
• Participate in promotional and community relations efforts as required.

Education & Experience

• College degree in business or a related environmental science.
• Must meet state, federal, or local certification and licensing requirements.
• Minimum of 1–2 years of sales experience preferred.
• Excellent written and verbal communication skills.
• Basic mathematical ability with the ability to read and comprehend industry product labels.
• Knowledge of computer operations.
• Dependable, customer-focused, and committed to doing what is right in all interactions.

Focused on expanding enterprise footprint within a defined set of strategic accounts, the Commercial Account Manager leads partner-driven sales across the San Francisco Bay Area, targeting CxO-level stakeholders in networking and network security. Collaborating across sales engineering, channel, and marketing functions, this role manages short-, mid-, and long-term pipeline to deliver consistent territory growth.

Accountabilities

• Develop and penetrate top accounts in the San Francisco Bay Area through partner-led strategies.
• Build and manage 3-month, 6-month, and 9-month pipelines with strong opportunity management across short-, mid-, and long-term horizons.
• Create a consistent cadence for partner-led demand generation and call campaigns.
• Execute executive-level selling to CxOs, IT Management, and other key decision-makers.
• Coordinate and lead virtual account teams, including SEs, Inside Sales, Channel, PLM, and BU resources.
• Work cross-functionally with marketing, SEs, and partner account managers to drive territory success.
• Provide accurate and timely forecasts to sales management.

Background & Experience

• Bachelor's degree or equivalent.
• Minimum 6-8 years of experience in networking and network security sales, preferably within the Silicon Valley region.
• Strong track record of driving sales through channel partners in the Networking and/or Telecommunications industry.
• Experience developing sales strategies, preparing proposals and quotes, and presenting networking products.
• Broad technological awareness in internetworking, including data networking concepts with specific skills in routing and switching.
• Excellent written and oral communication skills, with strong presentation and negotiation ability using a win/win philosophy.
• Creative, proactive team player with excellent business acumen, relationship-building skills, and ability to prioritise in a dynamic environment.

A key driver of new business in the commercial services sector, the Commercial Account Manager secures and develops HVAC maintenance and service accounts by combining cold calling, personal networking, and responsive lead management. Operating independently across an assigned geographical area, this role builds and sustains long-term relationships with commercial clients to grow a regional customer base.

Day-to-Day Responsibilities

• Develop new accounts for commercial maintenance, service, retrofit, and replacement business through networking and cold calling.
• Manage and maintain relationships with strategic commercial customers, ensuring consistent service delivery across all locations.
• Conduct or participate in equipment assessments and prepare proposals using the assessment tool and relevant systems.
• Explain technical information to customers in clear, accessible language.
• Utilise proprietary software to document customer account data and analyse it to develop prospects for additional services.
• Work cooperatively with centre staff to ensure high-quality service delivery.

Requirements

• Bachelor's degree or equivalent training and experience.
• Minimum of 2 years of B2B sales experience, including cold calling, personal networking, and lead generation.
• Familiar with commercial service sales concepts, practices, and procedures, with familiarity in the commercial HVAC industry preferred.
• Proficient in Microsoft Office, Outlook, and contact-management software and databases.
• Excellent communication skills with strong relationship-management ability and capacity to work cooperatively with technical, administrative, and support staff.
• Self-motivated self-starter with effective organisational and time-management skills and the ability to manage multiple priorities simultaneously.
• Physically able to stand, walk, and climb stairs and ladders to access rooftop HVAC equipment, and able to read product data and take measurements.

Reporting to branch leadership, the Commercial Account Manager maintains and services a dedicated book of commercial insurance business, ensuring all policies, renewals, and documentation are processed accurately and on time. Working within a structured agency environment, this role upholds strict performance, quality, and service standards across all client interactions.

Core Responsibilities

• Support an assigned book of business, meeting all performance requirements for production, quality, and service.
• Process all new and renewal insurance policies accurately and on time.
• Execute policy cancellations and reinstatements accurately and on time.
• Prepare summaries of insurance accurately and within required timeframes.
• Maintain the agency management system, ensuring all data is complete, clearly presented, accurate, and up-to-date.

Position Requirements

• Active Property & Casualty licence.
• Minimum 5 years of Commercial Account Manager experience.
• Excellent administrative, multi-tasking, and organisational skills.
• Outstanding verbal and written communication skills.
• Strong customer service skills.

Owning strategic account plans across large commercial customers, the Commercial Account Manager leads value-driven, multi-business-unit sales encompassing hardware, software, and services. Partnering with global and local teams, this role manages executive-level relationships, pipeline health, and cross-functional coordination to deliver consistent quota performance across complex international accounts.

Strategic Responsibilities

• Own and coordinate account plans for strategic commercial accounts, focusing on larger deals, value/volume portfolio management, and selling across multiple business units.
• Build and deploy territory account plans in collaboration with partners and specialists, actively managing the planning process through scheduled reviews and updates.
• Establish professional relationships up to the executive level, developing a core understanding of each client's unique business needs.
• Engage partners effectively to improve win rates and generate leads for volume and value products.
• Achieve quarterly, half-yearly, and yearly quotas; maintain and update opportunities in pipeline tools weekly.
• Sell solutions encompassing hardware, software, and services; implement margin recovery strategies as required.
• Act as the first interface for international accounts in collaboration with global and local business teams.
• Identify customer requirements, match with capabilities, and select appropriate supply chain; review and design sales policy and strategy.

Experience & Qualifications

• University or Bachelor's degree preferred.
• Typically 5-8 years of account management experience, including product specialty in computers, printers, servers, or storage.
• Extensive vertical industry knowledge with an advanced degree of selling skills, including consultative and competitive selling.
• Deep knowledge of enhanced products, solutions, and service offerings, as well as competitors' offerings.
• Broad understanding of customer business needs with the ability to translate these into targeted solutions from proposal to contract sign-off.
• Strong partner organisation intelligence with the ability to coordinate internal and external partners to deliver solution sales.
• Able to interface with senior levels internally and externally, prioritise strategic sales activity, and adjust business plans based on account and industry opportunities.

Serving as a revenue driver within the resources, government, and utilities sectors, the Commercial Account Manager retains and grows a portfolio of commercial accounts by working through a partner ecosystem to deliver IT and business transformation solutions. Collaborating with partner sales executives, customer success teams, and specialist solution architects, this role builds lasting client relationships while identifying upsell, cross-sell, and renewal opportunities across the portfolio.

Job Functions

• Deliver on the sales strategy by retaining and growing bookings through partners, and increasing performance and customer success across assigned accounts.
• Identify and execute upsell, cross-sell, and renewal opportunities across the portfolio to increase presence within accounts.
• Collaborate with the Partner Sales Executive to lead partner-centric customer engagement, aligning use cases to customer needs and developing solutions that deliver business value.
• Collaborate with partners and the customer success team to ensure customers derive value from solutions and meet success criteria outlined in the Value and Success Plan.
• Provide customer continuity and account expertise to the sales pod, collaborating with the pod team to achieve territory success.
• Request support from inside sales to engage specialist solutions architects, sales solutions specialists, and industry experts to manage end-to-end sales as needed.

Professional Experience

• Excellent understanding of customers' business, industry trends, competitive landscape, and company differentiators and value proposition, including the ability to articulate the hybrid cloud story.
• Strategic orientation with value engineering skills to position solutions, build business cases around ROI and TCO, and sell to customer needs.
• Understanding of the ecosystem landscape and how to engage partners to create a better-together value proposition.
• Proven record of delivering effective and engaging presentations to diverse audiences.
• Excellent leadership and communication skills with the ability to engage diverse stakeholders in a matrixed organisation.
• Ability to cultivate long-term relationships and develop internal advocates across customer organisations, including IT and business functions.

Leading business development and operational performance across the non-Medicare commercial segment, the Commercial Account Manager is accountable for revenue growth, compliance, quality standards, and team management within a health-related services environment. Collaborating with internal operational stakeholders and the Toxicology department, this role ensures seamless client delivery while driving new business through tender submissions, marketing campaigns, and relationship management.

Leadership Responsibilities

• Lead business development for the Commercial team, ensuring business unit targets, service level agreements, and budget requirements are met.
• Work closely with internal operational stakeholders and management to continuously maintain high-quality service.
• Ensure continuous compliance with Drug and Alcohol testing Standards AS/NZS 4308:2008 and AS/NZS 4760:2019 in collaboration with the Toxicology department.
• Prepare tender documents and submissions; manage commercial marketing campaigns and contractual arrangements that underpin business development activities.
• Ensure quality standards for NATA and NPAAC purposes and manage client expectations and service level agreements.
• Build and manage a skilled, high-performing team through the full employment lifecycle, and manage the Area Group budget, contributing to business and process improvements.
• Prepare monthly, quarterly, and annual reports; forecast and track key account metrics for the National B2B Manager.
• Develop and maintain strong relationships with new and existing clients, identifying areas of improvement in service delivery.

Knowledge, Skills & Abilities

• Relevant experience in business development and leadership roles within the health-related industry.
• Proven experience ensuring compliance with AS/NZS 4308:2008 and AS/NZS 4760:2019 Drug and Alcohol testing standards.
• Demonstrated knowledge of laboratory information systems, scientific equipment, quality assurance systems, and pathology processes.
• Demonstrated experience in formulating business and sales plans and strategies.
• Top-tier presentational, organisational, and contractual skills with high-level negotiation and advocacy abilities.
• Ability to engage stakeholders, seize new market opportunities, and stay abreast of product developments, trends, and competition.

Accountable for a dedicated portfolio of commercial insurance clients, the Commercial Account Manager manages the full renewal and servicing lifecycle while identifying opportunities to grow and retain business across an assigned client base. Partnering with Account Executives and producers, this role delivers best-in-class service through deep market knowledge, strong client relationships, and precise handling of complex multi-product insurance arrangements.

Areas of Ownership

• Work with Account Executives to retain and generate new business by leveraging strategy information and managing contract reviews and mid-term changes.
• Manage all day-to-day queries, renewals, amendments, and mid-term adjustments, ensuring client needs are identified and met in line with agreed service standards.
• Perform critical client functions, including evaluating risks, reviewing loss experience, cash flow and financials, developing solutions, and making recommendations across product lines.
• Serve as the primary client contact for day-to-day needs, answering standard and complex client questions to improve the client experience.
• Build and maintain relationships with clients, prospects, client teams, and producers to deliver best-in-class service and drive growth.
• Maintain a detailed understanding of changing market conditions and comply with all compliance, professional, and transparency standards.

Technical Qualifications

• CII qualification held or currently being pursued.
• Demonstrable experience in account handling, preferably within Agriculture, in a broker or insurance environment.
• Broker system experience, ideally Acturis.
• Fully competent in Microsoft Office products.
• Strong literacy, numeracy, administration, and organisational skills with the ability to manage multiple enquiries simultaneously.
• Excellent written and oral communication skills with the ability to remain calm under pressure and work flexibly as required.

Assigned to a defined territory of commercial accounts within the software industry, the Commercial Account Manager drives retention and revenue growth by managing C-level relationships, executing renewals, and identifying upsell and cross-sell opportunities. Working collaboratively across a fast-paced team environment, this role uses deep product knowledge and structured account management to deliver on quarterly sales quotas.

What You'll Do

• Serve as the main point of contact for commercial customer accounts.
• Manage a quarterly retention and sales quota through upgrading, upselling, and renewing current customers.
• Manage strategic new account onboarding and execute renewals and sales strategies, working with customers to complete contracts.
• Prepare for customer interactions through in-depth research, material development, and logistical coordination.
• Own customer account communication schedules, sending frequent updates on the company, product, and partnership.
• Advise clients on anticipated future needs and trends, recommending appropriate solutions.

Skills & Qualifications

• 3+ years of experience selling within the software industry, with experience in both direct and partner sales models.
• Proven history of exceptional quota attainment.
• Deep knowledge of Salesforce.com or managing the sales cycle through a CRM.
• Highly organised and detail-oriented, with the ability to create systems for account management and product feedback while managing multiple work streams simultaneously.
• Excellent oral and written communication skills with the ability to work effectively across multiple projects in a fast-paced, collaborative setting.
• Passionate about meeting customer needs with a willingness to flex into other roles to get the job done.

Operating within a federal sales environment, the Commercial Account Manager manages a high volume of assigned accounts and drives cross-business-unit revenue by serving as the subject matter expert for data centre products, services, and solutions. Collaborating closely with Inside Sales Representatives and Federal sales teams, this role bridges technical product knowledge with customer modernisation strategies to deliver results against defined quotas.

Key Deliverables

• Call on federal customers, managing assigned accounts with a high volume of small deals and transactions against a set quota.
• Establish, maintain, and leverage relationships with the associated business unit to support solution selling across Federal, V1, FAM, and Capture Teams.
• Act as subject matter expert for respective BU products, processes, and solutions, advising on modernisation and upgrade strategies based on industry trends and customer needs.
• Manage federal business development efforts with the respective BU to drive cross-BU sales, acting as liaison between Federal sales teams and BU support infrastructure.
• Collaborate with the ISR on opportunity support, including new opportunity detection, solution quote compilation, and product lead time and data inquiries.
• Collaborate with the ISR on administrative support, including organisation mapping and revenue recognition.

Education & Experience

• Bachelor's degree.
• At least 5 years of successful data centre sales experience in a multi-channel sales model, with 2 or more years of Federal sales experience preferred.
• Prior experience selling APC products, services, or similar data centre solutions highly desirable.
• Knowledge of IT environments, data centre facilities, electrical and mechanical requirements of critical computing environments, and technologies in use today.
• Working knowledge of business processes, including P&L, market strategy, and financial terms.
• Experience with CRM applications for time, contact, and sales process management.
• Consultative solution sales approach with strong sales discipline, results focus, and a commitment to maintaining productive customer relationships.

Bringing together broking expertise and relationship management, the Commercial Account Manager supports a team of Account Executives across a regional office by handling all aspects of account management, including client liaison, market presentations, and new business production. Collaborating across insurers, clients, and industry networks, this role delivers high-quality service while building a strong professional presence in the market.

Role Responsibilities

• Support the management of client relationships with a focus on growth and retention, including increasing coverage, products, and services for existing accounts.
• Liaise between key stakeholders, insurers, and clients on an ongoing basis to ensure high service delivery.
• Serve as a key client contact, managing queries, changes in cover, and other client requests while managing client expectations.
• Produce market presentations including collation and refinement of data, negotiation, and recommendation of appropriate risk programmes.
• Offer technical support for complex insurance placements.
• Attend industry and broking events to build a strong professional network.
• Manage personal development, completing mandatory and additional training, and operate in accordance with company compliance, quality, and governance standards.

Experience & Qualifications

• Professional qualification desirable but not mandatory.
• Previous experience as a Commercial Account Handler with a relevant track record.
• Experience with the Acturis operating platform.
• Good interpersonal skills.
• Resilience, versatility, and adaptability to market and client changes.

Combining account retention, operational excellence, and team development, the Account Manager Commercial delivers best-in-class service to a portfolio of commercial insurance clients while driving utilisation, renewals, and cross-functional collaboration. Reporting into the broader commercial team, this role manages a Service Account Manager and partners with internal stakeholders to continuously improve service outcomes and customer satisfaction.

Performance Expectations

• Consistently achieve KPIs each quarter and execute all phases of the account retention and renewal lifecycle.
• Efficiently manage day-to-day servicing and operations, including policy renewals, endorsements, claims, pre-approvals, and escalations.
• Develop and deliver world-class customer service, educating and training existing and new customers on insurance products, mechanics, and regulatory requirements.
• Onboard customers to the platform while monitoring and driving utilisation.
• Collaborate with cross-functional teams to optimise efficiency and improve customer service.
• Proactively build and maintain strong working relationships with all key internal and external stakeholders.
• Effectively manage and develop an assigned Service Account Manager.

Qualifications & Experience

• 3-5 years of experience in a B2B or account management position, with a minimum of 2 years in the insurance industry and group medical insurance experience.
• Experience building relationships with C-suite, upper, and mid-level executives.
• Intermediate MS Office skills; Salesforce experience preferable.
• Excellent verbal and written communication skills with strong strategic and critical thinking ability.
• Strong commercial acumen, problem-solving skills, and obsessive attention to detail with excellent prioritisation.
• High level of emotional resilience and empathy, with experience working in a high-growth environment.

Charged with retaining and acquiring commercial customers across a defined territory, the Commercial Account Manager develops and executes strategic sales plans while leading onsite specialists and championing the commercial customer experience end to end. Collaborating with key personnel across commercial business functions, this role drives growth through targeted segmentation, CRM utilisation, and coordinated campaign execution.

Operational Focus

• Develop and implement strategic sales plans to retain existing customers and acquire new ones.
• Develop, manage, and monitor the performance of onsite specialists.
• Deliver a seamless customer experience throughout the customer journey, monitoring territory performance to identify opportunities and inform planning.
• Create targeted offers by segment to recruit customers, utilising feedback to tailor offers to like-customer groups.
• Maintain and utilise all CRM functions; analyse and monitor territory inventory accuracy to ensure product availability.
• Coordinate the execution of events, campaigns, and prospecting to drive growth within new product ranges and market segments.
• Actively build and manage positive business relationships with key commercial personnel and collaborate with cross-functional teams as a champion for commercial customers.

Requirements

• Minimum of 2-5 years of experience leading and managing a sales team.
• Previous experience in a customer-facing role within the trade industry.
• Confident in presenting service offerings and solutions to a wide variety of customers and at events.
• Demonstrated ability to effectively solve customer and product-related issues.
• High level of written and verbal communication skills with strong teamwork ability.

Anchored in a client-facing branch environment, the Commercial Account Manager provides prompt, accurate insurance documentation and advisory services across commercial lines, with a focus on transportation. Working alongside underwriters and insurance companies, this role maintains up-to-date client records, processes policy changes and renewals, and supports broking workflows through precise use of agency management systems.

Work Activities

• Provide customers with prompt service by responding to walk-ins, emails, and phone calls, addressing advice and concerns.
• Enter and update client information in the BMS system and spreadsheets, following branch workflows and keeping current with activities and workload.
• Prepare documentation for insurers, including insurance certificates, binders, and liability certificates.
• Communicate with insurance companies and underwriters regarding policy changes, renewals, and new business.
• Update insurance summaries to correspond with current change requests.

Professional Experience

• General Level 1 insurance licence required.
• Transportation or other commercial lines experience.
• Experience with Epic.
• Microsoft Office 365 and Outlook experience.
• Ability to multi-task, problem-solve, think critically, and maintain attention to detail in a fast-paced environment.
• Adaptable to the changing needs of the transportation industry, able to work both independently and as part of a team.
• Proactive, positive, and respectful with a high degree of professionalism and integrity, with the ability to deliver prompt and exceptional customer service.