Commercial Account Manager

Our Promise. Your Protection.

Commercial Account Manager

Account Manager - Commercial Lines Insurance

About Us:

At Presidio, we are a committed network of entrepreneurs who provide specialty insurance programs, risk management services, and unique products for an ever-expanding market. Presidio has a team of innovative, detail-oriented individuals who deliver exceptional client service and company growth in this fast-paced industry.

Our business model includes work-from-home options (typically 2-3 days in the office) and continual training to stay on top of key changes in the insurance industry. Our training program is the foundation of every associate's success. Account Managers and the Claims Department share knowledge and tactics in working with carriers, learning the agency system, and providing exceptional client service.

Presidio values diversity in its workforce and invites team member contributions in workplace policy and business strategies. We invite you to consider Presidio if you're looking to move from a smaller agency to a more diversified environment or want to migrate your sales acumen and client knowledge to customer service.

Together, we deliver the most personalized commercial insurance services. Our value proposition to clients includes our wide selection of carriers, policies, products, and consulting services backed by the top-quality Claims Team to guarantee effective client service through any of our client's needs. To continue our growth in client service, we're seeking motivated, detail-oriented people to join our team in Naperville, IL. Our company occupies the 9th floor of a Presidio-branded building overlooking the I-88 corridor west of Chicago.

Join the cohesive team at Presidio and thrive in an environment where team members celebrate each other's success. Presidio offers a unique team environment both in the office and working from home. Our dynamic team has thrived on continued support from all team members to share one another's knowledge and expertise to help the organization achieve its goals. Our team members strive with transparency and shared commitment to creating the best service for our clients. Presidio values all its team members and encourages limitless growth, opportunity, and diversity.

All our associates receive excellent benefits, including:

Medical PPO, AMO + HAS, Dental, Vision, Disability, Life Insurance

ID Theft and Cyber protection, Pet Insurance, four weeks of PTO

And 5 Sick Days. Office 3 days WFH 2 days.

Commercial Account Manager

In your role as Commercial Account Manager, you'll oversee a book of business aligned with your expertise and industry understanding. Presidio provides the technology, tools, and support to our Commercial Account Managers to offer exceptional service to our clients. Presidio provides 3-4 weeks of training to prepare you for success. Our Account Managers focus on client relations, opportunities to assess client needs continuingly to identify the right coverage for all aspects of their business. The position is not a commission sales position. We emphasize building long-lasting relationships with our clients and growing organically through portfolio diversification, referrals, and industry reputation.

We offer our associates competitive compensation and the opportunity to grow within our firm.

Bring your experience in commercial insurance sales or service to Presidio. We'll place you in charge of a business portfolio drawn from great clients in a diverse range of industries.

· Automotive specialists

· Healthcare

· Building material dealers

· Hospitals

· Construction

· Industrial Supplies

· Education

· Manufacturing

· Equipment

· Not for Profits

· Food and Beverage

· Pest Control

· Public Sector

· Real Estate

· Retail and more.

We offer a highly attractive benefits package designed to support our team.

As a team member, you'll provide the best service and support to protect what matters most.

EEO Policy:

Presidio provides equal employment opportunities to all employees and applicants for employment. It 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.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year



401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Vision insurance

Work from home

Schedule: Monday to Friday

Supplemental Pay: Bonus pay 

COVID-19 considerations: We have implemented a flexible work schedule in which employees can work 2 days a week from their home office. Social distancing, deep cleaning, and mask mandates remain for those who have not been vaccinated.

Education: Bachelor's (Preferred)

Experience: Account management: 2 years (Required)

Commercial Lines Insurance: 2 years (Required)


Commercial Insurance License (Required)

Insurance Producer License (Preferred)

Life Insurance License (Preferred)

Work Location: One location

Work Remotely: Temporarily due to COVID-19.

Join the Presidio Team!

Feel free to email; Julie Valdez, Corporate Communications Manager, with any questions.

Additional Info

Education Level : High School, Bachelors Degree

Experience Level : Mid to Senior Level

Job Function : Customer Service, General, Administrative

Job Description : Some of the responsibilities for the Account Manager include:

· Working closely with clients to understand their coverage needs and ensuring they are adequately covered, through coverage summaries/comparisons, preparing quotations and proposals, and making educated recommendations

· Maintain all aspects of each assigned client account, including applications, proposals, billing, follow-up, client correspondence, and detailed notes for all transactions.

· Collect renewal data and order renewals according to agency procedures.

· Review, analyze, and submit applications to insurance companies

· Associates Degree or equivalent experience required.

· Illinois Property & Casualty license preferred.

· Minimum 2 years of agency experience.

· Epic or similar agency management software experience preferred.

· Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).

Company/ Organization Name : Presidio

How to Apply :

Business/ Organization Logo : IMAGE OF BUILDING.png

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