Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. The ideal candidate will be responsible for managing and servicing commercial insurance accounts, ensuring client satisfaction, and maintaining compliance with carrier guidelines. This role involves handling account changes, remarketing existing business, managing renewals, and providing exceptional service to clients. If you have a strong background in commercial lines insurance and a passion for delivering outstanding customer service, encourage you to apply.

Compensation Package

• Competitive salary: $50,000 - $60,000 annually.
• 18 days of Paid Time Off (PTO) plus 10 holidays.
• Comprehensive benefits package, including:
  • 401(k) plan.

Responsibilities

• Evaluate customer inquiries and make informed decisions regarding coverage and account changes.
• Manage the commercial renewal process, including communication with underwriters and clients.
• Maintain accurate records, reports, and files in the agency management system.
• Provide exceptional customer service by addressing inquiries related to coverage, claims, payments, audits, and policy changes.
• Identify opportunities to round out existing accounts with additional products and services.
• Remarket commercial accounts as needed, based on client or producer requests.
• Run expiration reports and follow established procedures for renewals.
• Assist producers with new business overflow and other tasks as required.
• Attend required meetings and training sessions to stay updated on industry trends and regulations.

Qualifications/Requirements

Education, Training, and Work Experience

• High school diploma or equivalent required.
• Minimum of 3 years of experience in commercial lines insurance servicing and quoting is highly preferred.
• Current Property & Casualty Insurance License in required lines, or the ability to obtain one within 90 days of hire.

Knowledge, Skills, and Abilities

• Strong ability to build and maintain positive relationships with clients and business partners.
• Excellent communication skills, both written and verbal.
• Proficient in organizational, time management, and analytical skills.
• Effective problem-solving and negotiation abilities.
• High level of dependability and ability to work independently with minimal supervision.
• Proficiency in computer applications, including Microsoft Excel and Word.
• Ability to handle sensitive information with confidentiality and professionalism.

#LI-BO1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a diverse portfolio of small market accounts, providing exceptional service, and ensuring client satisfaction. The ideal candidate will have a strong background in commercial insurance, excellent organizational skills, and the ability to work independently in a fast-paced environment.

Compensation Package

• Salary Range: $60,000 - $80,000 annually (up to $90,000 for highly qualified candidates).
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Manage a book of business with premiums ranging from $700,000 to $2.5 million.
• Handle all aspects of account management, including endorsements, certificates, renewals, and quoting new/renewal business.
• Collaborate with internal departments for marketing and accounting support.
• Provide proactive and responsive service to clients, ensuring their needs are met efficiently.
• Maintain accurate records and documentation using Applied Epic software.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license in Texas is required.
• Experience: Minimum of 1 year of commercial insurance experience. Candidates with Assistant Account Manager experience looking to transition into this role are encouraged to apply.
• Technical Skills: Proficiency in Applied Epic software is preferred.
• Soft Skills: Self-motivated, accountable, proactive, and engaged.

#LI-BC2

Associate Account Manager (Assistant Commercial Lines Account Manager)

Job Summary

Seeking a dedicated and detail-oriented Associate Account Manager to join a growing team. This role focuses on managing a book of commercial real estate accounts, ensuring exceptional client service, and supporting producers with marketing and account strategy. The ideal candidate will have a strong background in property insurance, a proactive mindset, and a commitment to excellence in client relations.

Compensation Package

• Salary Range: $50,000 - $65,000 annually (based on experience)
• 401(k)

Responsibilities

• Manage a book of commercial real estate accounts from onboarding through renewal.
• Prepare submissions, quotes, and renewal proposals.
• Review policy terms, endorsements, and coverage forms to ensure accuracy and compliance.
• Work directly with carriers and underwriters to secure optimal terms for clients.
• Handle certificates, ACORD applications, policy changes, and client requests promptly and efficiently.
• Support producers with marketing efforts and account strategy development.
• Deliver responsive, detail-driven service to clients and stakeholders.

Qualifications/Requirements

• Experience: Minimum of 1+ years in commercial insurance, with a focus on property and real estate accounts.
• Licenses: Property & Casualty (P&C) license required.
• Technical Skills: Familiarity with Now Certs or Applied Epic software is a plus.
• Knowledge: Strong understanding of real estate-focused insurance policies and processes.
• Soft Skills:
  • Detail-oriented with a high level of accuracy.
  • Self-driven and proactive in problem-solving.
  • Comfortable with technology and open to learning new systems.
  • Strong communication and organizational skills.
  • Ability to work independently while contributing to a team environment.
• Additional Requirements:
  • Comfortable preparing Statements of Coverage (SOC).
  • Skilled in building proposals and working with ACORD forms.
  • Must pass a background check prior to the start date.

#LI-AM2

CGL Senior Claims Specialist

Job Summary

Seeking a highly skilled and motivated CGL Senior Claims Specialist to join a team. This role involves managing a diverse portfolio of commercial general liability claims, with a focus on developing and implementing effective resolution strategies while delivering exceptional customer service.

Compensation Package

• Base Salary Range: $83,000 - $156,000 (actual salary will be determined based on factors such as scope, complexity, location, skills, education, training, credentials, and experience).

Responsibilities

• Conduct thorough investigations and expert analysis of claims facts to determine coverage, liability, and damages.
• Analyze and interpret policy language and case law to reach appropriate coverage decisions and draft coverage correspondence in compliance with state statutes and regulations.
• Promptly conduct comprehensive claims investigations, establish accurate reserves, and pursue timely and appropriate resolutions.
• Prepare and present reports for management on loss development, financial exposures, risk transfer, reserve adjustments, and claim resolution strategies.
• Resolve claims through negotiation, mediation, and arbitration with minimal assistance.
• Address inquiries from brokers and policyholders, providing superior customer service.
• Attend and participate in industry-related conferences, seminars, and webinars, demonstrating a commitment to professional development.
• Ensure compliance with insurance regulations and company policies in claims handling.
• Participate in projects and corporate initiatives such as audits, task forces, and focus groups.
• Perform other duties as required.

Qualifications/Requirements

Education

• Bachelor’s degree or equivalent experience required.
• JD degree is a plus.

Experience

• 5-7 years of experience handling commercial general liability claims.
• Proven experience managing litigated claims and working with defense counsel.
• Demonstrated success in claims resolution and negotiation.

#LI-RG1

Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a growing team. This role is integral to supporting the commercial lines department by managing certificates of insurance, handling carrier correspondence, and ensuring seamless communication with clients and underwriters. The ideal candidate will have a strong insurance acumen, excellent organizational skills, and the ability to work both independently and collaboratively in a fast-paced environment.

Compensation Package

• Salary: $60,000 - $65,000 annually
• Benefits:
  • Comprehensive health benefits
  • 401(k)

Responsibilities

• Certificates of Insurance:
  • Review and issue certificates of insurance on the same day as requested.
  • Process endorsements, follow up with underwriters, and ensure compliance with insurance requirements.
  • Communicate with clients regarding deficiencies and provide quotes for additional coverages if needed.
• Carrier Correspondence:
  • Manage incoming carrier correspondence, including policies, endorsements, audits, and notices.
  • Save documents in the internal system, check for accuracy, and invoice as necessary.
  • Process audits and coordinate with Account Managers for review.
• Provide exceptional support to the commercial lines team and maintain accurate records in AMS360.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 1 year of experience in a similar role within the insurance industry.
  • Strong understanding of insurance processes and terminology.
• Technical Skills:
  • Proficiency in AMS360 or similar agency management software.
• Soft Skills:
  • Ability to work autonomously and manage time effectively.
  • Flexible, team-oriented, and adaptable to changing priorities.
  • Strong communication and interpersonal skills.
  • Easygoing and collaborative attitude.

#LI-MB6

Commercial Lines Account Manager (Small Commercial / Select Business Unit)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role focuses on managing small commercial accounts within the Select Business Unit. The ideal candidate will possess a strong background in commercial lines insurance, exceptional organizational skills, and a proactive approach to client service.

Compensation Package

• Salary Range: $60,000–$70,000 annually (up to $75,000 for exceptional candidates).

Responsibilities

As a Commercial Lines Account Manager, you will:

• Manage a book of business with accounts averaging $50,000 in premium or less.
• Provide full A–Z account management, including service and retention.
• Handle certificates, endorsements, invoicing, and client communication.
• Perform marketing and remarketing activities for accounts.
• Quote new and renewal business, with a focus on renewals.
• Ensure timely and responsive client service.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

To be successful in this role, you should meet the following criteria:

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 2 years of experience in commercial lines insurance.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Tech-savvy and adaptable to new systems.
  • Eager to learn and grow within the role.
  • Highly organized and detail-oriented.
  • Strong client service skills with a responsive and professional demeanor.

#LI-AK2

Commercial Insurance Marketing Specialist

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license

Job Title: Commercial Lines Account Manager

Job Summary

Seeking a skilled and enthusiastic Commercial Lines Account Manager to join a growing team. This role is vital to fostering strong relationships with clients and ensuring they receive high-quality support for their business insurance needs. As a Commercial Lines Account Manager, you will be responsible for managing client accounts, providing comprehensive solutions, and delivering exceptional customer service. Success in this position requires strong communication skills, organizational abilities, and a detail-oriented mindset.

Responsibilities

• Serve as the primary point of contact for commercial lines clients, managing ongoing relationships with businesses of varying sizes and industries.
• Analyze client needs to recommend appropriate insurance coverage, endorsements, and risk management strategies.
• Assist new and existing clients with policy renewals, endorsements, claims, and any inquiries, ensuring timely and accurate resolution.
• Prepare, review, and monitor applications, proposals, and agreements to ensure compliance with company and industry standards.
• Work directly with underwriters to negotiate favorable terms and conditions on behalf of clients.
• Proactively identify potential issues and offer solutions to enhance client satisfaction and retention.
• Develop and maintain in-depth knowledge of commercial insurance products, industry trends, and regulatory requirements.
• Support the sales team and collaborate closely with internal team members to provide a seamless customer experience.
• Maintain accurate and up-to-date records in the agency management system, ensuring confidentiality and compliance with organizational policies.

Qualifications/Requirements

• Proven experience as an Account Manager, preferably in the commercial lines insurance industry or a similar role.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of commercial insurance products, including liability, property, workers' compensation, and other business-related coverages.
• Excellent interpersonal and communication skills, with the ability to build trust and maintain lasting relationships with a diverse client base.
• Highly organized and detail-oriented, with the ability to manage multiple priorities and meet deadlines.
• Proficient with Microsoft Office Suite and agency management software.
• Analytical and problem-solving skills with the ability to interpret policy details and provide tailored solutions.
• Commitment to continuous learning and staying updated on industry trends and regulations.
• A collaborative mindset and a willingness to contribute to team success.

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.

#LI-MS1

Commercial Lines Producer

Job Summary

Seeking a motivated and dynamic Commercial Lines Producer to join a growing team. This role offers an exciting opportunity to build a book of business from the ground up, focusing on small to mid-market accounts. The ideal candidate will have a strong background in sales or customer service, a passion for prospecting and relationship building, and the drive to succeed in a competitive environment.

Compensation Package

• Base Salary: Starting at $50,000 during the validation period, with the potential to transition to a 100% commission-based structure upon achieving validation goals.
• Commission Structure: Competitive commission split post-validation.
• Benefits: Comprehensive benefits package, including 401(k) plan.
• Training and Resources: Access to extensive training and educational resources to support your success.

Responsibilities

• Build and grow a book of business from the ground up.
• Proactively prospect and generate leads through cold calling and other innovative methods.
• Develop and maintain a robust sales pipeline.
• Cultivate strong relationships with clients to understand their needs and provide tailored insurance solutions.
• Collaborate with internal teams to ensure seamless service delivery.
• Attend local client meetings as needed (minimal travel required).

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Previous experience in sales or customer service is essential.
• Technical Skills: Familiarity with EPIC and Agency Zoom software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Self-motivated with a proactive approach to sales.
  • Excellent organizational and time management abilities.
  • Resilient and adaptable in a fast-paced environment.
  • Ability to work independently and as part of a team.

#LI-KH1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a dynamic and friendly team. This is an exciting opportunity to work with a well-established, family-owned agency that has been in business for over 85 years. We pride ourselves on fostering a positive and collaborative work environment with a strong emphasis on work-life balance. This position offers a hybrid work schedule following a brief in-office training period.

Compensation Package

• Salary Range: $70,000 - $80,000 annually
• Health Insurance: 90% employer-paid

Responsibilities

• Manage a diverse book of business with accounts ranging from $5,000 to $100,000 in premium, totaling approximately $350,000 in revenue
• Provide exceptional customer service and support to clients in industries such as manufacturing, retail, restaurants, real estate, and construction
• Handle standard servicing responsibilities, including policy changes, endorsements, and renewals
• Collaborate with the marketing team for quoting new and renewal business
• Utilize agency management systems (EPIC preferred) to maintain accurate client records and documentation

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 2-3 years in commercial lines account management
• Technical Skills: Experience with agency management systems (EPIC preferred)
• Soft Skills: Strong interpersonal skills, positive attitude, and ability to work collaboratively within a team
• Location: Must be local and able to work in-office for 2 days per week

#LI-JR3