Wholesale Account Manager Jobs for OPT Students
Wholesale Account Manager jobs are well-suited for F-1 OPT students with backgrounds in business, marketing, or supply chain. Most roles qualify as specialty occupations for OPT authorization, and employers in distribution, manufacturing, and consumer goods regularly hire candidates who need work authorization.
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Get Access To All JobsINTRODUCTION
We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. This role will have a Hybrid work schedule, with the expectation of working in an office (Chicago, IL, Scottsdale, AZ, Frisco, TX, Greenwood Village, CO, Morristown, NJ, New York, NY) 3 days a week (Tuesday through Thursday).
ROLE AND RESPONSIBILITIES
The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Primary Casualty and Excess Casualty Wholesale underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for brokers and underwriters. This is an individual contributor role without supervisory responsibilities, also mentors and trains less experienced staff members and serves as the technical go-to person for the team and other functional/business partners. Individuals solve problems and make decisions while working independently and prioritizing a high volume of workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. This role assists in developing/clarifying procedural guidelines, as appropriate, due to the comprehensive knowledge of the commercial lines business, products, and coverages possessed. Some project work may be assigned as needed. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume of workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed.
Responsibilities
- Renewal Analysis/loss analysis and prepping entire account for renewal quotes
- Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
- Some Rating analysis is required for renewal prep work and underwriting thought process
- Review and analyze Endorsement requests, escalate issues as required, process endorsements
- Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.)
- Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
- Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
- Participation in projects, as needed
Main systems used: Outlook/Ascend/Image Right/Policy Decisions/web based vendors. (Genius knowledge a plus but not required)
Agency Management & Client Relations
- Serve as a critical partner to the underwriting teams within the Middle Market Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for agents and brokers within the assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization. Routine, structured and high complexity of caseload and assignment work
- Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. Penetrates the agency CSR relationship.
- Builds and maintains relationships with key agency contacts and decision makers through regular interaction regarding new account marketing, renewal retention, quoting and delivery of excellent agency service. Effective at rebuilding “damaged” customer relationships.
- Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year).
- Prepares submissions for rating and acts as the gatekeeper between the agent, Underwriter and the Operations Service Center
Underwriting Support
- Performs initial prequalification on all new account submissions, generates a summary of all findings and makes a recommendation to pursue or decline
- Leads pre-qualification meetings with Underwriter and provides recommendations on new & renewal accounts.
- Works independently to proactively maintain timeliness of information in the underwriting files.
- Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for agents and company when reviewing new or renewal accounts.
- Support sales efforts through an understanding of Middle Market strategies and industry programs, as well as makeup of assigned book of business and agency territory; clear understanding of sales and business goals, top partner performance, and book mix.
- Uses strong information gathering and diagnostic skills to solve problems.
Workflow distribution
- Coordinate activities for all supporting tasks (Rating, Agent/Broker information, Risk Engineering, etc.) on new business submissions and renewal accounts.
- Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions.
- Monitors work performance to ensure quality objectives and service commitments are achieved.
- Facilitates routing of tasks and work between agents, underwriters, service team, and home office team.
Project / Backup support
- Backs up other Account Managers as needed. Routes information to and from underwriting teams in the absence of local underwriter.
- May support various projects as determined by Operations and/or underwriting staff.
BASIC QUALIFICATIONS
- Experience as a Commercial Insurance Account Manager (or related) at a carrier or brokerage required
- Comfortable level of knowledge of the following insurance coverages: Commercial Excess Liability, Commercial Primary General Liability, Workers Compensation, & Auto
- Excess & Surplus experience a plus
- College Degree preferred
- Strong Customer Service orientation and Relationship Building skills required
- Effective Communication Skills / Written and Verbal
- Strong technical ability
- Ability to work in a fast-paced and high volume work environment
- Professional Demeanor
- Proficiency in Microsoft Word, Excel, and Power Point Software. Knowledge of ImageRight, other insurance platforms also desired
For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wi-Fi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit http://www.speedtest.net from your personal computer.
COMPENSATION
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $59,200 - $88,800
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
INTRODUCTION
We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. This role will have a Hybrid work schedule, with the expectation of working in an office (Chicago, IL, Scottsdale, AZ, Frisco, TX, Greenwood Village, CO, Morristown, NJ, New York, NY) 3 days a week (Tuesday through Thursday).
ROLE AND RESPONSIBILITIES
The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Primary Casualty and Excess Casualty Wholesale underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for brokers and underwriters. This is an individual contributor role without supervisory responsibilities, also mentors and trains less experienced staff members and serves as the technical go-to person for the team and other functional/business partners. Individuals solve problems and make decisions while working independently and prioritizing a high volume of workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. This role assists in developing/clarifying procedural guidelines, as appropriate, due to the comprehensive knowledge of the commercial lines business, products, and coverages possessed. Some project work may be assigned as needed. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume of workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed.
Responsibilities
- Renewal Analysis/loss analysis and prepping entire account for renewal quotes
- Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
- Some Rating analysis is required for renewal prep work and underwriting thought process
- Review and analyze Endorsement requests, escalate issues as required, process endorsements
- Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.)
- Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
- Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
- Participation in projects, as needed
Main systems used: Outlook/Ascend/Image Right/Policy Decisions/web based vendors. (Genius knowledge a plus but not required)
Agency Management & Client Relations
- Serve as a critical partner to the underwriting teams within the Middle Market Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for agents and brokers within the assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization. Routine, structured and high complexity of caseload and assignment work
- Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. Penetrates the agency CSR relationship.
- Builds and maintains relationships with key agency contacts and decision makers through regular interaction regarding new account marketing, renewal retention, quoting and delivery of excellent agency service. Effective at rebuilding “damaged” customer relationships.
- Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year).
- Prepares submissions for rating and acts as the gatekeeper between the agent, Underwriter and the Operations Service Center
Underwriting Support
- Performs initial prequalification on all new account submissions, generates a summary of all findings and makes a recommendation to pursue or decline
- Leads pre-qualification meetings with Underwriter and provides recommendations on new & renewal accounts.
- Works independently to proactively maintain timeliness of information in the underwriting files.
- Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for agents and company when reviewing new or renewal accounts.
- Support sales efforts through an understanding of Middle Market strategies and industry programs, as well as makeup of assigned book of business and agency territory; clear understanding of sales and business goals, top partner performance, and book mix.
- Uses strong information gathering and diagnostic skills to solve problems.
Workflow distribution
- Coordinate activities for all supporting tasks (Rating, Agent/Broker information, Risk Engineering, etc.) on new business submissions and renewal accounts.
- Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions.
- Monitors work performance to ensure quality objectives and service commitments are achieved.
- Facilitates routing of tasks and work between agents, underwriters, service team, and home office team.
Project / Backup support
- Backs up other Account Managers as needed. Routes information to and from underwriting teams in the absence of local underwriter.
- May support various projects as determined by Operations and/or underwriting staff.
BASIC QUALIFICATIONS
- Experience as a Commercial Insurance Account Manager (or related) at a carrier or brokerage required
- Comfortable level of knowledge of the following insurance coverages: Commercial Excess Liability, Commercial Primary General Liability, Workers Compensation, & Auto
- Excess & Surplus experience a plus
- College Degree preferred
- Strong Customer Service orientation and Relationship Building skills required
- Effective Communication Skills / Written and Verbal
- Strong technical ability
- Ability to work in a fast-paced and high volume work environment
- Professional Demeanor
- Proficiency in Microsoft Word, Excel, and Power Point Software. Knowledge of ImageRight, other insurance platforms also desired
For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wi-Fi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit http://www.speedtest.net from your personal computer.
COMPENSATION
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $59,200 - $88,800
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
How to Get Visa Sponsorship as a Wholesale Account Manager
Lead with your degree field, not just your title
Wholesale account management qualifies as a specialty occupation when tied to a business or marketing degree. In your resume and cover letter, make the degree-to-role connection explicit so hiring managers understand your OPT authorization is straightforward to support.
Target industries with high sponsorship rates
Consumer goods, industrial distribution, and pharmaceutical wholesale companies hire account managers regularly and have established HR processes for work authorization. These employers are far more likely to have dealt with OPT paperwork before, reducing friction in the hiring process.
Address your OPT timeline proactively
Bring up your authorization window early, not at the offer stage. Letting a hiring manager know you have 12 months of OPT remaining, with STEM extension eligibility, gives them confidence to move forward rather than discovering it as a surprise late in the process.
Emphasize relationship management and revenue metrics
Wholesale account managers are evaluated on retention and growth numbers. Quantify your experience with client portfolios, reorder rates, or upsell results. Employers who see clear business impact are more motivated to navigate work authorization on your behalf.
Understand whether the role qualifies for STEM OPT
If your degree is in a STEM-designated field like supply chain management or information systems, you may be eligible for a 24-month STEM OPT extension. Verify your CIP code with your DSO before assuming eligibility, since not all business programs qualify.
Find employers already sponsoring on Migrate Mate
Applying to companies that have never sponsored a visa is an uphill battle. Migrate Mate filters Wholesale Account Manager jobs to surface employers actively open to OPT candidates, saving you from spending weeks targeting companies that will not support your authorization.
Wholesale Account Manager jobs are hiring across the US. Find yours.
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Get Access To All JobsFrequently Asked Questions
Does a Wholesale Account Manager role qualify for F-1 OPT authorization?
Yes, in most cases. Wholesale Account Manager positions typically require a bachelor's degree in business, marketing, or a related field, which meets the specialty occupation standard USCIS applies to OPT eligibility. If your role involves managing client accounts, pricing strategy, or product negotiations within a defined territory, it almost always qualifies. Confirm the specific job description aligns with your degree field before accepting an offer.
Can I work as a Wholesale Account Manager on STEM OPT extension?
It depends on your degree's CIP code. Supply chain management, operations research, and some business analytics programs carry STEM-designated CIP codes that make their graduates eligible for the 24-month STEM OPT extension. A general marketing or business administration degree typically does not qualify. Check the Department of Homeland Security's STEM Designated Degree Program list and confirm your specific program with your DSO before counting on the extension.
How do I explain my OPT status to a wholesale employer who has never sponsored before?
Keep it factual and low-friction. Explain that OPT is a federal program that authorizes F-1 graduates to work in their field of study, requires no employer filing fees, and no legal involvement for the initial 12-month period. Most wholesale employers are surprised to learn the initial OPT requires nothing from them beyond a standard employment offer. If you have STEM extension eligibility, mention that it does require an I-983 training plan, which is straightforward to complete.
What types of wholesale employers are most likely to hire OPT candidates for account manager roles?
Mid-size to large distributors in consumer packaged goods, industrial supplies, medical devices, and electronics tend to have the most established processes for work authorization. These companies hire account managers at volume and are accustomed to navigating employment paperwork. Regional distribution companies and manufacturers with national sales teams are also strong targets. Browse Migrate Mate to find Wholesale Account Manager openings filtered specifically for OPT-eligible candidates.
Does working as a Wholesale Account Manager on OPT help with future H-1B sponsorship?
It can, but only if the employer is willing to sponsor. Account management roles in wholesale qualify as specialty occupations under H-1B criteria, so the role itself is not a barrier. The key variable is employer willingness. Companies that hired you on OPT and have seen your performance are better positioned to sponsor your H-1B than a new employer would be. Starting the H-1B conversation well before your OPT expires gives you the most options.
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