TN Visa Wholesale Account Manager Jobs
Wholesale Account Manager roles qualify for TN visa sponsorship under the USMCA treaty as Management Consultant positions, giving Canadian and Mexican professionals a cap-free, lottery-free path into U.S. distribution and sales organizations. Canadian citizens can secure TN status at the border in a single day. Mexican citizens require consular processing.
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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, Red Bank, NJ) 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.
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, Red Bank, NJ) 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.
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
See all 6+ Wholesale Account Manager jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wholesale Account Manager roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Wholesale Account Manager
Document your consultative sales credentials upfront
TN classification as a Management Consultant requires evidence that your role involves advisory functions, not just order-taking. Gather performance reviews, client strategy documents, and your employer's written description of your consultative responsibilities before applying.
Target wholesale distributors with cross-border supply chains
Companies moving goods between Canada, Mexico, and the U.S. already operate under USMCA frameworks and are far more familiar with TN sponsorship logistics. Focus your search on manufacturers' reps, distributors, and import-export firms with established cross-border operations.
Use Migrate Mate to find experienced visa sponsors
Not every wholesale employer sponsors work visas. Migrate Mate surfaces companies with recent visa filings, so you spend your time on roles where the employer has experience with visa sponsorship and understands the immigration process.
Get your support letter right before the border or consulate
Your employer's support letter must explicitly describe your role as management consulting work, name your degree field, and confirm full-time employment. A vague or generic offer letter is the most common reason CBP or consular officers request additional documentation.
Clarify TN versus H-1B costs with your prospective employer early
TN sponsorship carries no USCIS petition fees for Canadian applicants processed at the border, making it significantly cheaper than H-1B for employers. Raising this early removes a common objection before it becomes a reason to pass on your candidacy.
Prepare for the management consulting scrutiny specific to account roles
CBP officers sometimes question whether an account manager role meets the Management Consultant standard. Bring your degree transcripts, a detailed job description, and any evidence linking your academic background directly to the strategic advisory functions in the role.
Wholesale Account Manager jobs are hiring across the US. Find yours.
Find Wholesale Account Manager JobsWholesale Account Manager TN Visa: Frequently Asked Questions
Does a Wholesale Account Manager role qualify for TN visa sponsorship?
Yes, but the classification depends on how the role is defined. Wholesale Account Manager positions typically qualify under the Management Consultant category, which requires that your duties involve advising on business strategy, not just managing sales volume or processing orders. Your employer's support letter must clearly describe the consultative nature of your responsibilities, and your degree should align with that function.
How does TN compare to H-1B for Wholesale Account Manager jobs?
TN is faster and more predictable for this role. There's no annual lottery, no cap for Canadian citizens, and Canadian applicants can receive TN status at a port of entry the same day they apply. H-1B requires USCIS petition filing, a lottery selection, and months of processing time. For Mexican citizens, TN requires consular processing, but it still avoids the H-1B lottery entirely.
What credentials does a Canadian or Mexican professional need to qualify?
You need a bachelor's degree or higher in a field relevant to management consulting, such as business administration, marketing, economics, or a related discipline. A degree in a field unrelated to the consultative functions of the role creates classification risk. Some applicants with partial degrees supplement their application with documented professional experience, though a full degree is the cleaner path.
How can I find Wholesale Account Manager jobs where the employer already understands TN sponsorship?
Migrate Mate is built specifically for this search. It lets you filter for employers with active TN visa sponsorship history, so you're not spending time educating hiring managers on a visa category they've never encountered. Wholesale and distribution employers with cross-border supply chains in industries like consumer goods, industrial equipment, and food service tend to be the most TN-experienced.
Can I switch Wholesale Account Manager employers on a TN visa without losing status?
Yes, but you can't start working for the new employer until new TN authorization is in place. Canadian citizens can get new TN status at the border with documentation from the new employer. Mexican citizens need to apply at a U.S. consulate. Unlike H-1B portability, there's no grace period that allows you to begin work while a petition is pending, so timing matters.
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