Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a full-service independent insurance agency specializing in professional liability and medical malpractice coverage. This role is responsible for managing a diverse portfolio of commercial lines accounts, with a strong emphasis on professional liability for clients such as physician offices and legal professionals. The position requires a service-focused professional who thrives in a dynamic environment and is committed to delivering exceptional client support.

Compensation Package

• Salary Range: $50,000 - $65,000 per year, with bonus potential.
• Benefits: Comprehensive benefits package, including health insurance.
• Work Arrangement: Hybrid model – 2 days in-office, 3 days remote (more in-office presence required during initial training).

Responsibilities

• Manage a portfolio of commercial lines accounts, with a focus on professional liability and medical malpractice insurance.
• Handle all aspects of account servicing, including issuing ID cards, processing endorsements, certificates, and binders.
• Provide exceptional customer service to clients, ensuring their insurance needs are met efficiently and effectively.
• Quote new and renewal business, ensuring competitive and accurate pricing.
• Collaborate with team members to ensure seamless service delivery.
• Utilize agency management software (Epic preferred) to maintain accurate client records and documentation.

Qualifications/Requirements

• Minimum of 4 years of experience in servicing commercial lines accounts.
• Active Property & Casualty (P&C) license preferred.
• Experience with professional liability and medical malpractice insurance is highly desirable.
• Proficiency in using agency management software; experience with Epic is a plus.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work both independently and collaboratively in a team environment.
• Must be comfortable with a hybrid work schedule and willing to be in-office more frequently during the training period.

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About the Role:
Our client, a leading national insurance carrier, is seeking an experienced Workers’ Compensation Claims Adjuster to join their claims team. This individual will be responsible for managing a caseload of complex workers’ compensation claims from initial filing through resolution, ensuring timely and fair claim outcomes while maintaining compliance with state regulations and company guidelines.

Compensation:

• $40.00 - $53.00/hr.
• Opportunity to work with a reputable insurance carrier known for a collaborative and supportive culture
• Comprehensive benefits package including medical, dental, vision, and 401(k).

Responsibilities

• Investigate, evaluate, and resolve workers’ compensation claims in accordance with applicable laws and company policies.
• Determine compensability, establish reserves, and authorize payments for medical and indemnity benefits.
• Coordinate and communicate with claimants, employers, medical providers, attorneys, and other stakeholders throughout the claim lifecycle.
• Develop strategies for efficient and cost-effective claim resolution, including litigation management when applicable.
• Maintain accurate claim documentation and ensure timely reporting in accordance with state requirements.
• Stay current on jurisdictional laws, medical treatment trends, and best practices in workers’ compensation claims handling.

Requirements

• 5+ years of experience handling workers’ compensation claims for an insurance carrier or TPA.
• Strong knowledge of New York workers’ compensation statutes and regulations.
• Excellent communication, negotiation, and analytical skills.
• Ability to manage a high-volume caseload effectively and independently.
• NY State adjusting license required.

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 Insurance Account Manager

Job Summary

Seeking a dedicated and professional Commercial Insurance Account Manager to join a well-established and reputable insurance agency. This role is pivotal in supporting a growing team and managing a diverse portfolio of small to mid-market commercial insurance accounts. If you are a detail-oriented, hardworking individual with a passion for delivering exceptional service, we encourage you to apply.

Compensation Package

• Base Salary: $50,000 - $65,000 annually (commensurate with experience)
• Growth Bonuses: Historical average of $9,000 annually in addition to base salary
• Work Environment: Fully in-office position with a supportive and employee-friendly culture

Responsibilities

• Manage a set book of business, including small to mid-market commercial insurance accounts with premiums ranging from $5,000 to $250,000.
• Provide exceptional service to clients, including handling renewals, endorsements, and policy changes.
• Assist with marketing efforts and cross-selling opportunities to drive revenue growth (bonus eligible).
• Collaborate with producers to ensure seamless client experiences, particularly for new business.
• Utilize Applied TAM software to manage client accounts and documentation (training provided).
• Contribute to the agency’s growth by maintaining a professional and detail-oriented approach to all tasks.

Qualifications/Requirements

• Experience: Minimum of 3 years of experience in an insurance agency, specifically in a service-oriented role.
• Licenses/Designations: Relevant insurance licenses preferred.
• Technical Skills: Familiarity with Applied TAM software is a plus (training available).
• Soft Skills: Strong attention to detail, professionalism, ability to work independently, and a team-oriented mindset.
• Preferred Experience: Familiarity with property insurance, large habitational books, and church niche accounts is a plus.

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Personal/Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal/Commercial Lines Account Manager to join a team. This role is ideal for an experienced insurance professional with a background in personal lines and light commercial insurance, or for someone with personal lines experience who is eager to expand into commercial lines. The successful candidate will play a key role in servicing and managing accounts, ensuring client satisfaction, and contributing to the overall success of the agency.

Compensation Package

• Salary: $40,000 - $50,000 (Dependent on Experience)
• Benefits: Comprehensive benefits package
• Work Environment: On-site position with a collaborative and supportive team culture

Responsibilities

• Manage and service a book of business, including personal lines (home, auto) and small commercial accounts (BOPs, general liability, small commercial packages).
• Handle daily service tasks such as Certificates of Insurance, endorsements, change requests, and running reports.
• Quote new and renewal business for both personal and commercial lines.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with team members to ensure seamless account management and client satisfaction.
• Stay updated on industry trends, regulations, and best practices.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience:
  • Minimum of 1-5 years of experience in insurance account management.
  • Preferred: 3-5 years of experience in personal and/or commercial lines.
• Technical Skills: Proficiency in Applied TAM software is preferred.
• Soft Skills:
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • A proactive and customer-focused mindset.
  • Willingness to learn and adapt to new challenges.
  • Team-oriented with a collaborative approach.
• Work Environment: This is an on-site position, and candidates must be able to work from the office.

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is an excellent opportunity for an experienced professional to contribute to a dynamic and supportive work environment. The successful candidate will be responsible for servicing personal lines accounts, account rounding, and remarketing, with the potential to grow into a management position.

Compensation Package

• Salary Range: $60,000 - $70,000 per year, depending on experience, plus bonus opportunities.
• Benefits: Comprehensive benefits package available.
  • Start with 2 weeks of PTO.
  • Increase to 3 weeks after 1 year of service, with further increases based on tenure.
• Work Environment: Onsite position with no travel required.

Responsibilities

• Provide exceptional service to personal lines accounts.
• Handle account rounding and remarketing tasks.
• Collaborate with the team to ensure client satisfaction and retention.
• Utilize Applied EPIC software for account management.
• Demonstrate the potential to transition into a management role after one year.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of experience in personal lines insurance.
• Technical Skills: Proficiency in Applied EPIC software preferred.
• Attributes: Strong organizational skills, attention to detail, and a commitment to providing excellent customer service.
• Education: Relevant educational background or equivalent work experience.

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Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and motivated Commercial Lines Account Manager to join a dynamic and growing team. This role is pivotal in managing a diverse portfolio of commercial insurance accounts, ensuring exceptional client service, and maintaining operational excellence. The ideal candidate will bring a strong background in commercial insurance, particularly in construction, and possess a proactive, team-oriented approach to their work.

Compensation Package

• Salary Range: $80,000 - $120,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package provided (details available upon request).
• Additional Perks: Opportunities for professional growth, continuing education, and advanced insurance designations.

Responsibilities

• Manage a portfolio of commercial insurance accounts, ranging from small to large (average size: $50,000 - $200,000).
• Handle daily tasks such as creating summaries, supplemental applications, auto ID cards, change requests, claim reporting and follow-up, loss runs, MVRs, and notice of cancellation follow-ups.
• Utilize EPIC software to manage accounts and ensure seamless operations.
• Provide exceptional customer service and maintain strong client relationships.
• Collaborate with team members to achieve departmental goals and contribute to a positive work environment.
• Stay updated on industry trends and pursue continuing education as required.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience in an independent insurance agency, with a strong background in commercial lines and construction accounts.
• Technical Skills: Proficiency in EPIC software is highly preferred.
• Soft Skills:
  • Exceptional attention to detail.
  • High level of customer service orientation.
  • Ability to balance task-oriented work with a strategic, results-driven mindset.
  • Strong communication skills and technical aptitude.
  • Team player with a collaborative approach to work.
• Education: Willingness to pursue advanced insurance designations and continuing education as required.

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CL/PL Account Manager

Job Summary

Seeking a highly skilled and experienced CL/PL Account Manager to join a well-established and growing insurance agency. This role primarily focuses on servicing commercial accounts, with occasional personal lines responsibilities. If you are a licensed insurance professional with a passion for client service and a desire to work in a supportive, close-knit team environment, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $60,000 annually, commensurate with experience.
• Benefits: Comprehensive health insurance (employee coverage paid by the company).
• Work Schedule: Four-day workweek (10-hour days).
• Work Environment: Onsite position in a small, collaborative office setting.

Responsibilities

• Provide exceptional service to a portfolio of commercial and personal lines accounts.
• Handle all service-related tasks, including policy changes, endorsements, and client inquiries.
• Quote and process new and renewal business for both commercial and personal lines.
• Maintain accurate records and documentation using EzLynx software.
• Collaborate with team members to ensure client satisfaction and retention.
• Stay informed about industry trends and regulatory changes to provide clients with the best possible advice and solutions.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience in an insurance agency, with a strong focus on commercial lines.
• Technical Skills: Proficiency in using EzLynx software is preferred.
• Industry Knowledge: Familiarity with quoting and servicing both new and renewal business.
• Work Style: Ability to work independently and efficiently in a fast-paced environment.
• Team Fit: A collaborative mindset and a commitment to contributing to a small, dedicated team.
• Availability: Must be able to work onsite and commit to a four-day, 10-hour workweek schedule.

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P&C Service Representative

Job Summary

Seeking a dedicated and customer-focused P&C Service Representative to join a team. This role involves building and maintaining strong relationships with clients, ensuring their insurance needs are fulfilled with a high level of professionalism and care. The ideal candidate has exceptional communication skills, is detail-oriented, and adopts a proactive approach to problem-solving. This position is ideal for someone who thrives in a collaborative environment and is passionate about delivering exceptional service.

Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues related to Property & Casualty insurance policies.
• Build lasting relationships with clients by understanding their unique needs and proactively offering tailored solutions.
• Manage and retain a portfolio of client accounts, ensuring timely renewals and identifying opportunities for upselling or cross-selling additional products or services.
• Provide exceptional customer service by promptly responding to inquiries via phone, email, or in-person meetings.
• Collaborate closely with underwriters and other internal teams to ensure seamless service delivery and client satisfaction.
• Assist clients in claims reporting and follow-up on the status of claims to ensure a satisfactory resolution.
• Stay updated on industry trends, policy changes, and compliance regulations to effectively guide clients.
• Maintain accurate and organized client records, including policy details, communications, and updates in the system.
• Proactively address client concerns, resolve complaints, and ensure a positive client experience.
• Support team initiatives and contribute to the overall success of the department.

Qualifications/Requirements

• Proven experience as an Account Manager, Customer Service Representative, or similar role, preferably in the insurance industry with a focus on Property & Casualty.
• Strong understanding of P&C insurance products and services is a plus.
• Holds an active P&C (Property and Casualty) insurance license.
• Excellent communication and interpersonal skills to build rapport with clients and team members.
• Strong organizational skills with keen attention to detail and the ability to manage multiple tasks and deadlines.
• Problem-solving mindset with the ability to handle conflicts or challenging client situations effectively.
• Proficient in using CRM software and other relevant tools.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Demonstrated ability to work independently and as part of a team.
• High ethical standards and integrity in handling confidential client information.

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 Executive

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Executive to join a team. With over 115 years of service to businesses and families, a pride ourselves on fostering a family-oriented culture that values flexibility, personal growth, and professional excellence. This role is ideal for a seasoned insurance professional ready to take the next step in their career by delivering exceptional client service while mentoring and supporting Account Managers.

Compensation Package

• Salary Range: $80,000 - $95,000 annually, based on experience.
• Benefits: Comprehensive benefits package available (details to be shared during the interview process).

Responsibilities

• Manage a portfolio of commercial lines accounts, ranging in size from $100,000 to $500,000.
• Provide strategic guidance to clients, ensuring their insurance needs are met with tailored solutions.
• Quote new and renewal business, maintaining a high level of accuracy and timeliness.
• Collaborate with Account Managers to foster their professional growth through coaching and mentorship.
• Uphold a team-first approach, contributing to a collaborative and supportive work environment.
• Utilize EPIC software to manage client accounts and streamline processes.
• Maintain composure and professionalism during high-pressure situations, such as tight renewal cycles or challenging client interactions.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in commercial lines insurance; 8+ years preferred.
• Technical Skills: Proficiency in EPIC software is required.
• Soft Skills:
  • Strategic thinking with the ability to view the client holistically.
  • Clear and confident communication skills, both written and verbal.
  • A coaching mindset with a focus on team development and growth.
  • Strong ownership and follow-through on commitments.
  • Composure under pressure and the ability to handle challenging situations with professionalism.
  • A team-oriented attitude aligned with our core values.

#LI-MB4

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. With over 115 years of serving businesses and families, a pride ourselves on fostering a family-oriented culture where employees are valued, supported, and encouraged to grow. This role is ideal for a professional who thrives in a collaborative environment, excels in client management, and is ready to take their career to the next level by mentoring and supporting team members.

Compensation Package

• Salary Range: $55,000 - $70,000 annually, based on experience.
• Benefits: Comprehensive benefits package (details provided upon request).

Responsibilities

• Manage a diverse portfolio of commercial lines accounts, ranging from $100 to $100,000 in size.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional service to clients by addressing inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with team members to ensure seamless account management and client satisfaction.
• Utilize EPIC software for account management and documentation.
• Uphold the company’s values of teamwork, ownership, and client-first service.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in a similar role; 5+ years preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Soft Skills:
  • Strategic thinking with the ability to see the bigger picture.
  • Clear and confident communication skills, both written and verbal.
  • A coaching mindset with a focus on team development and growth.
  • Strong ownership and follow-through on tasks and commitments.
  • Composure under pressure, especially during tight deadlines or challenging client interactions.
  • A team-first orientation, aligning with the company’s collaborative culture.

#LI-MB4