Job Description

Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role is integral in managing and growing a portfolio of commercial insurance accounts, ensuring excellent service delivery, and fostering long-lasting client relationships. The ideal candidate will be a proactive problem-solver with a passion for delivering exceptional customer experiences.

Responsibilities

• Act as the primary contact for a portfolio of commercial insurance clients, addressing inquiries, concerns, and coverage needs.


• Manage policy renewals, endorsements, and cancellations while ensuring all activities comply with company policies.


• Provide expert advice on insurance options and offer solutions that meet individual business needs.


• Collaborate with underwriters and carriers to negotiate terms, prepare proposals, and secure competitive rates for clients.


• Maintain accurate records, databases, and policy details to ensure timely delivery of renewals, policy changes, and customer communications.


• Proactively identify cross-sell and upsell opportunities to expand coverage for existing clients.


• Work closely with internal teams to ensure efficient and effective management of client accounts.


• Stay up to date with market trends, regulatory requirements, and emerging risks in the insurance industry.


• Build trust with clients by adhering to ethical standards, ensuring transparency, and providing proactive communication.

Qualifications/Requirements

• Education & Experience:
  
  
  
  • High school diploma or equivalent required; Bachelor’s degree in Business, Finance, or a related field is preferred.
  
  
  • Minimum of 2 years of experience in commercial insurance or account management is required.
  
  
  
  


• Licensing:
  
  
  
  • An active Property and Casualty Insurance license or the ability to obtain one within the first few months of employment is required.
  
  
  
  


• Skills & Proficiencies:
  
  
  
  • Strong knowledge of commercial insurance policies, terms, and regulatory requirements.
  
  
  • Excellent problem-solving abilities and attention to detail.
  
  
  • Exceptional interpersonal and communication skills, with the ability to tailor communication to diverse audiences.
  
  
  • Proficiency in Microsoft Office Suite and familiarity with agency management systems (e.g., AMS360, Applied Epic) is a plus.
  
  
  • Proven ability to manage multiple tasks while meeting deadlines in a fast-paced environment.
  
  
  • Commitment to providing outstanding customer service in client relationships.
  
  
  
  


• Personal Attributes:
  
  
  
  • Team player with a collaborative approach to work.
  
  
  • Self-motivated and proactive with a passion for continuous learning and professional growth.
  
  
  • Ability to remain calm under pressure and adapt to changing priorities.
  
  
  
  

What Is Offered

• Competitive compensation and benefits package, including health, dental, and vision insurance, paid time off, and a 401(k) retirement plan.


• Opportunities for growth and continuing education in the insurance industry.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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