Commercial Lines Account Manager (Small Business)

Job Summary

Seeking a highly organized and client-focused Commercial Lines Account Manager to join a small business insurance team. This role involves building and maintaining strong relationships with small business clients while ensuring their commercial insurance needs are met with care and attention to detail. This position requires managing accounts, providing excellent customer service, and collaborating with internal and external stakeholders to deliver tailored insurance solutions.

Responsibilities

• Act as the primary contact for a portfolio of small business clients, responding promptly to inquiries and providing proactive account management.
• Provide coverage recommendations tailored to clients' evolving needs, ensuring compliance with regulatory guidelines and industry standards.
• Process new and renewal policy submissions, endorsements, and cancellations accurately and efficiently.
• Analyze coverage options, review policy documents, and explain terms and conditions clearly.
• Partner with underwriters to secure competitive insurance quotes and negotiate terms on behalf of clients.
• Maintain up-to-date and accurate records in the agency management system.
• Assist clients with claims filing and advocate on their behalf to ensure seamless resolution.
• Identify opportunities for upselling additional products and services aligned with clients' business objectives.
• Stay informed about market trends, insurance products, and relevant industry updates.

Qualifications/Requirements

• Bachelor’s degree in Business Administration, Insurance, Finance, or a related field (preferred but not required).
• Minimum of 2 years of experience in commercial lines insurance or account management.
• Strong knowledge of commercial insurance concepts, policies, and underwriting processes.
• Excellent communication and interpersonal skills with a focus on client satisfaction.
• Ability to prioritize and manage multiple accounts and tasks in a fast-paced environment.
• Proficiency in agency management systems and tools.
• A self-starter mindset with exceptional problem-solving and organizational skills.
• Certification in insurance designations such as CIC, CISR, or CPCU is a plus but not required.
• Holds an active P&C (Property and Casualty) insurance license.

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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Commercial Lines Account Manager (Large Market)

Job Summary

The Commercial Lines Account Manager (Large Market) will manage a portfolio of large market accounts, foster strong client relationships, and deliver exceptional service. This position is ideal for a proactive professional who excels in a fast-paced, client-focused environment and has a deep understanding of commercial insurance.

Responsibilities

• Serve as the primary point of contact for assigned large market commercial lines accounts, ensuring client satisfaction and retention.
• Analyze clients' insurance needs, prepare tailored proposals, and provide recommendations aligned with their business operations.
• Collaborate with underwriters and insurers to negotiate policies, coverage, premiums, and renewal terms to prioritize clients' interests.
• Manage the complete policy life cycle, including endorsements, audits, claims assistance, and renewals.
• Maintain accurate and up-to-date client records within the agency management system.
• Provide exceptional customer service by addressing inquiries, resolving issues, and offering proactive support.
• Stay informed about industry trends, regulations, and coverage options to offer strategic advice to clients.
• Develop and implement risk management strategies for large market clients to mitigate potential exposures.
• Mentor junior team members or account representatives, offering guidance and expertise.
• Represent the organization at community and networking events to build industry relationships.

Qualifications/Requirements

• Education: Bachelor’s degree in Business, Insurance, or a related field preferred. Equivalent professional experience will also be considered.
• Experience: Minimum of five years of experience in commercial lines account management, specifically with large market accounts.
• Licenses/Certifications: Active Property & Casualty insurance license required. Professional designations such as CIC, CPCU, or ARM are a plus.
• Skills:
  • Strong knowledge of commercial property, liability, workers' compensation, and other lines of business insurance.
  • Exceptional organizational skills with the ability to prioritize and meet deadlines in a fast-paced environment.
  • Excellent communication, negotiation, and problem-solving abilities.
  • Proficiency in insurance agency management systems, CRM software, and Microsoft Office Suite.
  • Capability to build and maintain long-term relationships with clients and carriers.
  • Dedication to continuous learning and professional development.

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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Personal Lines Account Manager (High Net Worth)

Job Summary

Seeking a motivated and experienced Personal Lines Account Manager (High Net Worth) to join a dynamic team. This role involves managing and servicing a portfolio of high-net-worth clients by delivering personalized insurance solutions tailored to their specific needs. The position requires a strong focus on client relationship management, attention to detail, and expertise in personal lines insurance for affluent individuals and families.

Responsibilities

• Build, nurture, and maintain strong relationships with high-net-worth clients to ensure satisfaction and loyalty.
• Proactively manage an assigned book of business, including renewals, mid-term changes, and retention strategies.
• Assess clients' personal insurance needs and recommend comprehensive solutions, selecting appropriate products from premier carriers.
• Collaborate with underwriters, insurers, and internal teams to resolve policy-related inquiries and provide outstanding service.
• Conduct thorough coverage reviews, identify gaps, and recommend tailored risk management strategies.
• Provide professional and timely communication to address client questions, claims, and concerns.
• Stay informed on industry trends, products, regulations, and best practices within high-net-worth personal lines.
• Identify additional coverage needs and support cross-selling initiatives of relevant insurance solutions.
• Maintain accurate and organized client records to ensure compliance with company policies and regulatory standards.
• Participate in training and development programs to enhance skills and knowledge in high-net-worth personal lines insurance.

Qualifications/Requirements

• Education: High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
• Experience: Minimum of 3 years’ experience in personal lines insurance, with a focus on high-net-worth clientele strongly preferred.
• Licensing: Active Property and Casualty Insurance License required.
• Skills:
  • Strong interpersonal and communication skills, both written and verbal.
  • Exceptional organizational and multitasking abilities to manage a dynamic workload.
  • Client-focused mindset with proven success in building and maintaining long-term relationships.
  • Analytical skills to evaluate client needs and recommend appropriate insurance solutions.
  • Proficiency in industry-specific software, including agency management systems, CRM tools, and MS Office Suite.
• Preferred Qualifications:
  • Deep knowledge of high-net-worth insurance products (e.g., fine arts, collectibles, personal liability, excess liability, etc.).
  • Relevant certifications such as ARM, CIC, CPCU, or equivalent.

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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Job Title: Senior Commercial Lines Account Manager

Job Summary

Seeking a highly motivated, detail-oriented, and experienced Senior Commercial Lines Account Manager to join a dynamic team. In this role, the selected candidate will serve as a trusted advisor to commercial clients, managing a diverse portfolio of accounts while offering comprehensive solutions to meet their business insurance needs. The ideal candidate is a proactive communicator with excellent organizational skills, a collaborative mindset, and a commitment to providing outstanding service. This position is a fantastic opportunity for someone who thrives in a fast-paced environment and is passionate about building strong client relationships.

Responsibilities

• Account Management: Manage and maintain a portfolio of commercial accounts, ensuring all policies are current, accurate, and tailored to the client’s needs.
• Client Relationships: Develop and nurture long-term relationships with clients by serving as their primary point of contact for insurance-related inquiries and support.
• Policy Processing: Oversee the renewal process, policy changes, endorsements, audits, and claims management to ensure client satisfaction.
• Problem Solving: Analyze complex coverage issues and recommend customized insurance solutions to meet specific needs of commercial clients.
• Sales Support: Collaborate with producers, underwriters, and carriers to strategize on new business opportunities and present proposals to prospective clients.
• Compliance: Stay updated with insurance industry regulations and ensure all activities comply with applicable standards and guidelines.
• Team Collaboration: Partner with internal teams to ensure seamless execution of account servicing and retention efforts.

Qualifications/Requirements

Minimum Qualifications:

• Bachelor’s degree in Business, Finance, Insurance, or related field, or equivalent work experience.
• Licensed in Property and Casualty insurance (state-specific licensing required, or ability to obtain within a specified timeframe).
• Experience: Minimum of 5 years in a commercial insurance account management role or closely related field.
• Strong knowledge of commercial lines coverages, policy forms, and risk management practices.
• Excellent customer service and interpersonal communication skills with the ability to cultivate and maintain client relationships effectively.
• Proficiency in insurance management software systems and Microsoft Office Suite (Word, Excel, Outlook).

Preferred Qualifications:

• Industry designations such as CIC, CPCU, or ARM are highly desirable.
• Ability to multitask, prioritize, and exhibit high attention to detail in a fast-paced environment.
• Demonstrated expertise in conflict resolution and issue escalation.
• Strong analytical and critical thinking skills, with the ability to work independently under minimal supervision.

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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Commercial Lines Assistant Account Manager

Job Summary

Seeking a detail-oriented Commercial Lines Assistant Account Manager to provide critical support to clients and account managers. This role requires strong organizational skills, effective communication, and the ability to proactively assist with account servicing in the commercial lines insurance industry.

Responsibilities

• Assist in managing and servicing a portfolio of commercial lines accounts.
• Support Account Managers with daily account maintenance, including processing endorsements, policy changes, and renewals.
• Address client inquiries via phone or email and provide resolutions for general insurance-related questions.
• Maintain accurate and updated client records in the agency management system.
• Prepare and review client documents such as certificates of insurance, proposals, and summaries.
• Coordinate with insurance carriers to obtain quotes, endorsements, and policy changes as needed.
• Aid in account reviews, remarketing efforts, and identifying potential coverage gaps.
• Stay informed about industry updates and carrier product offerings to enhance client service.

Qualifications/Requirements

• Previous experience as an Assistant Account Manager or similar role in the commercial lines insurance industry preferred.
• Knowledge of insurance industry practices, policies, and products.
• Proficiency with agency management systems (e.g., EPIC, AMS360) and Microsoft Office Suite.
• Strong communication and interpersonal skills with a client-focused approach.
• Exceptional organizational and multitasking abilities.
• Capacity to work collaboratively in a team-oriented setting and independently when required.
• Analytical and problem-solving skills.
• Insurance-related licenses (e.g., Property & Casualty License) or ability to obtain one within a specified timeframe.

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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Accountants and Miscellaneous Insurance Underwriter

Job Summary

Seeking a dedicated and detail-oriented Accountants and Miscellaneous Insurance Underwriter to join a well-established, family-owned organization with decades of success in the industry. This role offers the opportunity to work in a supportive, low-turnover environment where autonomy and professional growth are highly valued. As an underwriter, you will play a key role in assessing risks, processing applications, and managing professional lines accounts, including those in the accountant niche.

Compensation Package

• Salary Range: $65,000 - $110,000 (commensurate with experience)
• Incentives: Annual performance-based bonus and yearly salary review/raise
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Act as the program administrator for the carrier, managing professional lines accounts, including those in the accountant niche.
• Review applications, assess risks, and process quotes, endorsements, and policy issuances.
• Collaborate with multiple independent agents to provide exceptional customer service and sales support.
• Negotiate with carriers to secure optimal terms and pricing.
• Quote and bind new and renewal business, ensuring accuracy and compliance with company standards.
• Utilize proprietary software to manage underwriting processes efficiently.

Qualifications/Requirements

• Licensure/Designations: Property & Casualty (P&C) license is not required.
• Experience: Open to candidates with varying levels of experience, including those transitioning from personal lines to professional lines. Professional lines experience is preferred.
• Account Expertise: Familiarity with professional lines, particularly Errors & Omissions (E&O) insurance, is highly desirable.
• Technical Skills: Proficiency in using proprietary systems and the ability to adapt to new software.
• Soft Skills: Strong analytical, organizational, and communication skills. Ability to work independently without micromanagement.

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Commercial Lines Client Manager

Job Summary

Seeking a passionate, detail-oriented, and client-focused Commercial Lines Client Manager to join a dynamic team. This role serves as the primary point of contact for managing and nurturing relationships with commercial clients, ensuring their insurance needs are accurately addressed. The position plays a pivotal role in identifying opportunities, delivering superior customer service, and collaborating with internal teams to meet and exceed client expectations. Ideal for individuals who thrive in a fast-paced, team-centered environment while maintaining a proactive client-first attitude.

Responsibilities

• Act as the key account manager for a portfolio of commercial clients, providing tailored solutions to meet their insurance needs.
• Develop and maintain strong, long-term relationships with clients, understanding their business goals and challenges.
• Manage the complete client lifecycle, including onboarding, policy renewals, coverage reviews, and claims support.
• Collaborate with internal underwriting, account servicing, and sales teams to ensure seamless client experiences.
• Review and analyze client accounts to identify gaps, ensure coverage accuracy, and recommend additional products or services as needed.
• Address and resolve client concerns proactively while anticipating future needs to mitigate risks.
• Stay current with industry changes, regulatory updates, and market trends to provide professional advice.
• Assist in the preparation of proposals, presentations, and reports for clients and senior management.

Qualifications/Requirements

Required Skills and Experience:

• Proven experience as an Account Manager or in a similar role within Commercial Insurance or Risk Management (minimum 3-5 years preferred).
• Strong understanding of commercial lines products, coverage options, and regulatory compliance.
• Exceptional customer service abilities with a strong commitment to client satisfaction.
• Excellent communication, negotiation, and problem-solving skills.
• Strong organizational skills with the ability to manage multiple clients and projects efficiently.
• Proficiency in insurance management software and tools, as well as Microsoft Office Suite (Word, Excel, PowerPoint).

Desired Attributes:

• Team-oriented mindset with a willingness to mentor and support colleagues.
• Analytical thinking and attention to detail for reviewing documents and providing customized client solutions.

Education and Certification:

• Bachelor’s degree in Business Administration, Risk Management, or a related field (or equivalent work experience).
• Relevant insurance certifications such as CIC, CPCU, or CRM are highly desired.

Compensation and Benefits

• Opportunities for career growth and professional development.
• Competitive compensation and benefits package.
• A supportive work environment that prioritizes work-life balance and employee well-being.

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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Commercial Lines Producer

Job Summary

Seeking dynamic and results-driven Commercial Lines Producers to join a growing team. This is an exciting opportunity for motivated professionals to build and manage their own book of business while leveraging house leads in the initial stages. The ideal candidate will have a strong background in property and casualty insurance, a proven ability to develop referral partnerships, and a passion for cultivating client relationships.

Compensation Package

• Base Salary: Starting at $80,000+ annually
• Commission Structure: 40/40 split on new and renewal business

Responsibilities

• Develop and maintain referral partnerships to build a robust book of business.
• Manage and grow accounts in standard personal lines, with opportunities to expand into high-net-worth spaces.
• Leverage house leads to establish initial client relationships and transition to self-generated leads over time.
• Actively seek and secure new accounts, focusing on multi-line opportunities.
• Provide exceptional service to clients, ensuring their insurance needs are met with tailored solutions.
• Stay informed on industry trends and maintain required licenses and certifications.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years in a similar role, with a proven track record in sales and client acquisition.
• Strong interpersonal and communication skills, with the ability to build lasting relationships.
• Self-motivated and goal-oriented, with a drive to succeed in a competitive environment.
• Familiarity with quoting and managing new business accounts.
• Ability to work independently in a remote setting while maintaining high productivity.

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Personal Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a growing team. This role is integral to the agency's success, as you will manage a high-volume book of business, provide exceptional service to clients, and contribute to the overall growth of the agency.

Compensation Package

• Competitive Salary: Based on experience, with a commitment to paying above the median market rate to attract top talent.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Equipment: Provided for remote employees.

Responsibilities

• Manage a high-volume book of business, including quoting, renewing, and servicing personal lines accounts.
• Handle the full account management process, ensuring client satisfaction and retention.
• Work with real estate investors, property accounts, and other small commercial accounts.
• Utilize agency management software (Nowcerts - Momentum) and CRM (Agency Zoom) to streamline workflows.
• Collaborate with team members to maintain a positive and productive work environment.
• Participate in occasional in-office training sessions and company events.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: 3-5 years of personal lines account management experience, with a strong understanding of E&S coastal markets.
• Technical Skills: Proficiency in agency management software and CRM systems.
• Soft Skills:
  • Self-motivated and driven.
  • Strong problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Adaptability to new technologies and processes.
  • Team-oriented with a collaborative mindset.

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