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ReThink Solutions
Commercial Lines Account Manager
Location
United States
Posted
103 days ago
Salary
$53.8K - $91.3K / year
Seniority
Lead
No structured requirement data.
Job Description
Commercial Lines Account Manager
ReSource Pro
Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! Your Role... ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions. We hire the best because our service is only as good as the people delivering it. We're committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In This Role, You Will... - Manage large books of business for commercial lines insurance clients - Drive customer retention and market additional lines of coverage to grow business and properly insure risks - Evaluate carrier relationships, commercial insurance products, and market placement - Provide quality and timely service to customers and clients - Research, provide recommendations and implement ReSource Pro solutions for clients - Work in a variety of Agency Management Systems to complete tasks - Lead day-to-day customer interactions - Use your subject matter expertise to consult with customers and advise colleagues - Gather information about client needs and insurance solutions - Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals What You Need to be Successful… - Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience - 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center - Active Resident Property and Casualty insurance license required - Located in Pacific or Mountain time zone to accommodate client - Microsoft Office Proficiency - Excel required - Experience working in Agency Management System required - Industry designations preferred such as CPCU, CIC, CISR, ARM - Ability to adapt and succeed within a team-oriented environment - Excellent problem-solving and customer service skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides. Your Benefits & Perks... - 100% paid employee health insurance available on Day 1 - Eligible for all medical, dental, and vision benefits on Day 1 - Remote positions are Internet stipend-eligible - 401k with employer match, vested on Day 1 - HSA/FSA available - Long Term and short-term disability employer-provided - Generous PTO plan with paid holidays + floating holidays - Development and growth opportunities - Comprehensive wellness program and prioritization of employee health Your Interview Process... To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes: - Behavioral Interview with Talent Acquisition - Online talent assessment - Hiring Manager Interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Senior Client Account Strategist – Digital, Insurance Focus
321 The AgencyData Driven. Creatively Disruptive.
• Serve as the senior lead across insurance-focused client accounts (home, auto, and related product lines), acting as their trusted partner and business advisor • Develop and guide comprehensive digital marketing strategies that span paid media, CRM, content, and automation—with a focus on quote generation, policy sales, and customer lifetime value • Lead high-level planning meetings, campaign reviews, and growth strategy sessions with insurance clients and internal teams • Translate complex insurance business objectives and product portfolios into actionable digital strategies and communicate them clearly across creative, media, and development teams • Navigate insurance industry regulations, compliance requirements, and marketing guidelines in all strategic recommendations • Understand and optimize for insurance-specific metrics including quote-to-bind ratios, cost per policy, customer acquisition cost by product line, and lifetime value by customer segment • Actively apply 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marriage, relocation, policy renewal dates) • Define campaign KPIs, budget allocations, and messaging priorities based on insurance product goals and advanced market insights • Oversee planning and execution of lead generation campaigns optimized for insurance quote funnels and comparison shopping behavior • Ensure campaigns align with key performance metrics across the funnel—from awareness and quote requests to policy conversion and retention • Create and present strategic campaign briefs, recommendations, and comprehensive post-campaign performance analysis with insurance-specific benchmarking • Maintain deep understanding of home and auto insurance market dynamics, competitive landscape, and consumer behavior trends • Stay current on insurance industry trends, regulatory changes, and emerging marketing best practices • Understand insurance product positioning including coverage types, policy features, pricing strategies, and competitive differentiation • Leverage knowledge of 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automations, and advanced list segmentation via tools like High Level, HubSpot, or Salesforce tailored to insurance sales cycles • Design nurture sequences for insurance quote abandonment, policy renewal reminders, cross-sell opportunities (home + auto bundling), and retention campaigns • Develop re-engagement strategies for lapsed policyholders and quote non-converters • Analyze customer behavior and engagement data to provide strategic recommendations for optimization across the insurance customer lifecycle • Identify and define high-impact opportunities to improve quote-to-policy conversion, reduce abandonment, and increase multi-policy household penetration • Create CRM segmentation strategies based on policy type, coverage level, claims history, renewal timing, and household characteristics • Lead creative brief development and guide internal teams on translating advanced insurance-focused digital strategy into execution • Monitor, analyze, and collaborate to optimize campaign and account performance through advanced data-driven decision making with insurance-specific KPIs • Track performance across all digital channels using platforms like Google Analytics, Meta Business Suite, and ad platforms with custom insurance conversion tracking • Build and present comprehensive monthly performance reports with clear KPIs including cost per quote, quote-to-bind rate, cost per policy, customer lifetime value, retention rate, and strategic optimization tactics • Provide actionable insights that drive continual improvement and strategic evolution based on insurance market benchmarks • Optimize campaigns for insurance-specific conversion events including quote starts, quote completions, application submissions, and policy bindings • Build lasting client relationships rooted in digital marketing results, transparency, forward-thinking strategy, and deep insurance industry knowledge • Lead onboarding for new insurance accounts and projects to ensure strategic alignment and operational clarity • Collaborate with business development to identify growth opportunities and scope new digital initiatives within insurance and related verticals • Own revenue planning, budget tracking, and invoicing in coordination with account and project teams • Position 321 as a thought leader in insurance marketing innovation.




