Retail Account Manager (Commercial Property & Casualty)

Summary

THREE is a commercial insurance provider offering streamlined coverage for small businesses. The Retail Account Manager will own relationships with assigned agencies, proactively generate and advance qualified opportunities, and drive submissions, binds, and premium growth while meeting production goals.

Responsibilities

• Build and maintain productive relationships with assigned agencies and producers
• Understand each agency’s book, opportunities, challenges, and potential with THREE
• Develop and execute a territory strategy to achieve or exceed production targets
• Quickly determine which opportunities can generate meaningful volume and maintain a disciplined sales cadence through agency check-ins, onboarding conversations, business reviews, and activation efforts
• Generate strong, qualified submission activity
• Follow up on submissions and actively move opportunities through the sales pipeline to turn quotes into binds
• Understand territory performance across the funnel, anticipate obstacles, and adjust sales strategies early
• Use THREE’s CRM, pipeline, submission, conversion, and production data to prioritize agencies and opportunities for scale
• Understand why THREE wins and loses business and where friction limits production
• Capture meaningful competitive, product, underwriting, and agency feedback from the market
• Partner with Underwriting while maintaining ownership of the sales relationship
• Execute on team and department initiatives within assigned agencies

Skills

• Commercial insurance and independent agency experience are required
• 2+ years of experience in commercial insurance, agency sales, or a related sales role
• Strong written and verbal communication skills, including the ability to lead productive conversations with agency partners
• Demonstrated success in internal agency management, developing new business, and driving measurable sales results
• Strong knowledge of commercial insurance products, quoting, and the submission-to-bind process
• High personal accountability, strong bias toward action, and the ability to solve problems independently
• Ability to sell differentiated product value - not simply relationships, price, or familiarity

Qualifications

Must Haves

• Commercial insurance and independent agency experience are required
• 2+ years of experience in commercial insurance, agency sales, or a related sales role
• Strong written and verbal communication skills, including the ability to lead productive conversations with agency partners
• Demonstrated success in internal agency management, developing new business, and driving measurable sales results
• Strong knowledge of commercial insurance products, quoting, and the submission-to-bind process
• High personal accountability, strong bias toward action, and the ability to solve problems independently
• Ability to sell differentiated product value - not simply relationships, price, or familiarity

Benefits

• Commission and incentive pay potential.
• Medical (PPO/HDHP), vision, disability, and life insurance.
• Enhanced dental plan with orthodontia coverage in addition to a standard plan.
• Generous PTO plan for all benefit-time eligible employees.
• Paid company holidays and 4 floating holidays.
• Paid parental leave.
• Employee Retirement Savings Plan/401(k) with company match and immediate vesting.
• Education Assistance Program that offers 100% upfront tuition reimbursement after 6 months of service for approved degree programs.
• Service Recognition Program that provides a monetary award to be used toward a vacation every 5 years of employment.
• Wellness Initiatives that include Fitness Center and Weight Watchers Reimbursement programs.
• Voluntary benefits that include accident, critical illness, and hospital indemnity.
• Employee discount and rewards program on travel, tickets, electronics, home, and more.