Commercial Lines Account Manager

Location: Bergen County, New Jersey
Salary: Competitive and commensurate with experience

We are seeking an experienced Commercial Lines Account Manager to join our growing insurance team in Bergen County, NJ. This is an excellent opportunity for a knowledgeable insurance professional who thrives in a fast-paced environment and is passionate about delivering exceptional client service.

Responsibilities

• Manage a portfolio of commercial insurance accounts from renewal through policy servicing.
• Develop and maintain strong client relationships while providing outstanding customer service.
• Prepare and process renewals, endorsements, certificates of insurance, and policy changes.
• Review insurance coverage and identify potential coverage gaps.
• Work closely with producers, carriers, and underwriters to market new and renewal business.
• Handle day-to-day account servicing and respond promptly to client requests.
• Ensure accuracy and compliance with agency procedures and carrier guidelines.

Qualifications

• Minimum of 5 years of Commercial Lines Account Management experience required.
• Strong experience with:
  • Construction accounts
  • Real Estate portfolios
  • Habitational risks
  • Contract review and insurance requirements
• Applied Epic experience is required.
• Excellent knowledge of commercial insurance coverages and policy forms.
• Strong communication, organizational, and time management skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Active New Jersey Property & Casualty License preferred.

Compensation & Benefits

• Competitive salary based on experience
• Comprehensive benefits package
• Paid Time Off (PTO)
• Health, dental, and vision insurance
• 401(k) with company match (if applicable)
• Professional development and continuing education opportunities

If you are an experienced Commercial Lines Account Manager with a background in construction, real estate, and habitational accounts, and you're proficient in Applied Epic, we'd love to hear from you.

Commercial Lines Assistant Account Manager

Location: Nassau County, NY
Work Schedule: Full-Time | Hybrid Flexibility 
Compensation: $70,000 to $90,000 base salary (commensurate with experience)

Our client, a rapidly growing national insurance brokerage is seeking a Commercial Lines Assistant Account Manager to join their expanding Nassau County office. This opportunity is open due to growth—business is booming, and they’re looking for the right team player to help support their continued success.

This firm strikes the perfect balance between corporate strength and boutique service. They offer the professional resources of a large organization while maintaining a close-knit, supportive atmosphere. Led by an approachable and down-to-earth CEO, the team fosters a friendly, collaborative environment and frequently hosts team-building events, happy hours, industry conferences, and more.

Key Responsibilities:

• Process and issue Certificates of Insurance in a timely manner

• Handle endorsement and policy change requests

• Submit loss run requests and manage follow-up communications

• Assist in preparing insurance recommendations and summaries

• Maintain and update client records within Applied EPIC

• Perform administrative tasks with strong attention to detail, especially in Excel

• Support Account Managers on large, complex accounts, particularly in real estate (a plus!)

Ideal Candidate Will Have:

• Prior experience in a Commercial Lines insurance agency

• Exposure to large accounts, particularly real estate risks, is highly preferred

• Proficiency in Applied EPIC and working knowledge of Microsoft Excel

• Strong organizational skills and a team-player attitude

• Excellent communication skills and a commitment to client service

• Active P&C license is a plus

What’s In It for You:

• Generous compensation—up to $90,000 base for an assistant-level role

• Opportunity to grow with a fast-expanding agency backed by corporate infrastructure

• Flexible hybrid schedule after in-office onboarding period

• A warm, inclusive culture with an emphasis on team collaboration and development

• Frequent office-wide events, networking opportunities, and industry involvement

If you're looking for a supportive, dynamic environment where you can grow your commercial insurance career while enjoying flexibility and a strong team culture, this could be the perfect fit

#LI-JL1

Commercial Lines Account Manager – Small Business Unit

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager – Small Business Unit to join a collaborative team. This role is integral in supporting the agency sales team and ensuring the seamless management of small business renewals. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and the ability to thrive in a hybrid work environment. This position offers an exciting opportunity to contribute to the success of an agency by delivering exceptional service and maintaining high-quality standards.

Compensation Package

• Compensation: Hourly rate equivalent to an annual salary of approximately $57,000 to $63,000, based on experience and qualifications.

Responsibilities

As a Commercial Lines Customer Service Representative – Small Business, your key responsibilities will include:

• Servicing the Commercial Lines Book of Business:

  • Processing endorsements, billing, and payments.
  • Handling claims and creating new/renewal business submissions.
  • Ordering loss runs, experience modifiers, and assisting with supplemental applications.
  • Issuing certificates, evidence of insurance, auto ID cards, and binders.
  • Checking and mailing out policies, creating proposals, and tracking cancellations and audits.
  • Managing bonds and other related tasks.

• Renewal Management:

  • Optimizing small business renewals by managing the renewal process and maintaining strong client relationships.

• Remarketing:

  • Identifying and executing remarketing opportunities for clients.

• Quoting Account Rounds:

  • Providing quotes for existing commercial lines business.

• Staying Updated:

  • Keeping up-to-date with carrier updates and underwriting information to ensure compliance and accuracy.

Qualifications/Requirements

To be successful in this role, candidates should meet the following qualifications:

• 3-5 years of experience in commercial lines insurance (preferred).
• Proficiency in EPIC software is a plus but not required.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently and collaboratively in a hybrid work environment.
• Detail-oriented with a commitment to delivering high-quality service.

#LI-RP1

#INDTJG-MWT

Licensed Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Licensed Customer Service Representative (CSR) to join a team. This role involves servicing a diverse portfolio of Personal Lines (PL) and Commercial Lines (CL) insurance clients.This is an excellent opportunity for a motivated individual to contribute to a dynamic and client-focused environment.

Compensation Package

• Base Salary: $40,000 annually
• Bonus Incentives: Additional bonuses tied to retention percentages of the client book

Responsibilities

• Provide exceptional customer service to a diverse client base, with a focus on Korean-speaking customers.
• Manage and service a mix of Personal Lines (PL) and Commercial Lines (CL) insurance accounts.
• Address client inquiries, resolve issues, and ensure a seamless customer experience.
• Maintain and grow client relationships by delivering timely and accurate information.
• Ensure compliance with all state licensing requirements and company policies.
• Collaborate with internal teams to meet client needs and achieve retention goals.

Qualifications/Requirements

• Must hold a valid Georgia (GA) insurance license.
• For Florida-based candidates, a 4-40 or 2-20 P&C license is acceptable, provided the candidate is also licensed in Georgia.
• Fluency in Korean (verbal proficiency is mandatory).
• Previous experience in customer service, preferably within the insurance industry.
• Strong communication and interpersonal skills.
• Ability to work in-office at Pembroke Pines/Miami, Florida, or Lawrenceville, Georgia, or remotely if meeting licensing requirements.
• Proven ability to manage and retain a client book effectively.

#LI-DT1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role is responsible for servicing and managing a portfolio of personal lines accounts, providing exceptional client service, and supporting account retention and growth. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a commitment to delivering a high level of customer service.

Responsibilities

• Serve as a primary point of contact for personal lines clients, responding to inquiries and providing ongoing account support.

• Manage policy servicing activities, including endorsements, renewals, policy changes, and coverage reviews.

• Quote and market new and renewal business with carriers.

• Build and maintain strong client relationships to support retention and client satisfaction.

• Review policies for accuracy and ensure client records are maintained and updated.

• Process documentation, correspondence, and insurance-related transactions in a timely and accurate manner.

• Collaborate with carrier partners and internal team members to deliver effective insurance solutions.

• Assist clients with coverage questions and provide recommendations based on their insurance needs.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license, or the ability to obtain one.

• 2-5+ years of personal lines insurance experience preferred.

• Experience working with high-net-worth personal lines clients is a plus.

• Experience with Applied EPIC is preferred.

• Strong communication, organizational, and problem-solving skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Detail-oriented with a strong customer service focus.

• Ability to work independently and collaboratively within a team environment.

Compensation Package

• Salary Range: $55,000 - $65,000 annually, depending on experience.

• Discretionary bonus opportunity.

• Competitive benefits package, paid time off, and professional development opportunities.

• Onsite position with potential for hybrid flexibility.

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-ZS1

Transportation Insurance Customer Service Representative (CSR)

Job Summary

A detail-oriented Transportation Insurance Customer Service Representative (CSR) is needed to provide exceptional client support, address insurance needs, maintain accurate records, and build lasting client relationships. This role focuses on transportation insurance and offers opportunities to develop expertise in a fast-paced industry. Candidates with strong customer service skills and problem-solving abilities are encouraged to apply.

Responsibilities

• Serve as the primary contact for clients regarding transportation insurance policies, inquiries, and claims.
• Deliver timely and accurate responses to client inquiries and communicate policy updates, coverage options, and renewal information.
• Assist Account Managers in maintaining complete and compliant client records.
• Process insurance applications, policy changes, cancellations, certificates of insurance, and endorsements.
• Analyze client needs to recommend proper coverage levels and policy adjustments while following company guidelines.
• Collaborate with underwriters, carriers, and internal team members to resolve customer issues.
• Maintain accurate records in CRM systems and track policy updates.
• Meet or exceed performance metrics such as response times, accuracy, and client satisfaction.
• Stay updated on industry trends, regulations, and best practices related to transportation insurance.

Qualifications/Requirements

• Education: High School Diploma or equivalent required; Bachelor’s degree in business, finance, or a related field preferred.
• Experience: At least 2 years of experience in customer service, insurance, or administrative support (experience in transportation insurance is a plus).
• Strong communication and interpersonal skills with an emphasis on professionalism and empathy.
• Excellent organizational and multitasking abilities with a focus on accuracy and meeting deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM or policy management software.
• Insurance licenses such as Property & Casualty (P&C) or the willingness to obtain within a specified timeframe.
• Ability to work both collaboratively in a team-oriented setting and independently with proactive initiative.
• Strong problem-solving capabilities with a client-focused mindset.

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-RM10

Commercial Account Administrator

Job Summary

Seeking a detail-oriented and customer-focused Commercial Account Administrator to support the servicing and retention of commercial insurance clients. This role is responsible for managing client requests, processing policy changes, preparing quotes and proposals, coordinating coverage placement, and providing administrative support to commercial sales and account management teams. The ideal candidate will have strong commercial insurance experience, excellent communication skills, and a commitment to delivering exceptional client service.

Responsibilities

• Service a designated portfolio of commercial insurance clients and manage day-to-day account servicing activities.

• Process policy changes, endorsements, and client requests while ensuring accuracy and timeliness.

• Review billing inquiries and assist clients with policy-related questions.

• Prepare quotes, proposals, and coverage recommendations in accordance with carrier guidelines.

• Coordinate policy processing and documentation with internal administrative support staff.

• Support producers and account executives in servicing existing accounts and identifying new business opportunities.

• Assist with cross-selling initiatives and maintain strong client relationships to support retention efforts.

• Review policies prior to renewal and identify opportunities for additional coverage recommendations.

• Conduct periodic client service and account review calls.

• Document client and carrier communications regarding exposures, coverages, and policy activity.

• Maintain compliance with agency procedures, documentation standards, and insurance regulations.

• Attend industry training and continuing education programs as needed.

• Perform other duties as assigned.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Associate degree or equivalent combination of education and relevant experience preferred.

• 3+ years of commercial insurance experience.

• Strong knowledge of commercial property and casualty insurance products and coverages.

• Excellent customer service, communication, and relationship-building skills.

• Strong organizational skills with the ability to manage multiple priorities effectively.

• Proficiency with Microsoft Office and agency management software.

• Ability to work independently and collaboratively within a team environment.

• Strong analytical and problem-solving abilities.

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-JS1

Commercial Lines Associate Account Manager (HYBRID)

Atlanta, GA

The AAM assists the Account Managers with tasks such as processing endorsements, audits, and monthly reporting. This role also helps with the renewal process of accounts by pulling loss runs, updating experience summaries, as well as running renewal updates.

Essential Functions:

• Process all elements of endorsements, including sending them to the carriers, reviewing to make sure they are accurate once received, as well as sending to the insured along with any billing/invoice if necessary.
• Process/review audits and monthly reports.                                           
• Assist AMs with renewals - Order loss runs, update experience summaries, and run renewal updates.
• Policing checking.

Other Duties:

• May perform other duties as assigned.

Knowledge, Skills & Experience:

• Knowledge of Microsoft Word, Excel, Office, Applied Epic agency management system.
• 3+ years of commercial lines experience preferred.
• Excellent time management and organizational skills.
• Above average computer and typing skills.

Education, Licensing & Additional Requirements:

• High School degree or equivalent.
• Insurance Agent License. 
• Insurance License Continuing Education.
• CIC, CISR designations

#HYBRID

#LI-DT1

#INDTJG-ST

Commercial and Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Commercial and Personal Lines Customer Service Representative (CSR) to join a growing team. The ideal candidate will bring a strong background in insurance, a commitment to excellent customer service, and the ability to handle a variety of responsibilities in a fast-paced environment.

Compensation Package

• Salary Range: $40,000 - $54,000 annually ($20 - $26/hour), overtime eligible
• Benefits: Comprehensive benefits package available
• Work Environment: On-site

Responsibilities

• Provide A-Z servicing for commercial and personal lines accounts, supporting account managers in day-to-day operations.
• Handle small to mid-market commercial lines and generalist personal lines accounts.
• Assist with quoting new and renewal business.
• Maintain strong relationships with clients, ensuring their needs are met promptly and professionally.
• Utilize Epic software to manage accounts and documentation efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure.
• Experience: Minimum of 1+ years in the insurance industry, with a strong preference for candidates with good tenure and prior experience in commercial or personal lines.
• Skills:
  • Proficiency in Epic software is a plus.
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • A customer-focused mindset with a commitment to delivering exceptional service.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.

#LI-RT1

Commercial Lines Insurance Specialist

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Insurance Specialist with a strong background in commercial insurance and an active Property & Casualty (P&C) license. The ideal candidate will have at least 2 years of experience in commercial lines and be proficient in using Applied Epic software. This role offers flexibility, with the option to work fully remotely, provided the candidate resides in one of the eligible states.

Compensation Package

• Salary Range: $55,000 - $65,000 annually
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Manage and service a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Utilize Applied Epic software to process policies, endorsements, and other client-related documentation.
• Provide expert guidance to clients on coverage options, policy changes, and risk management strategies.
• Collaborate with underwriters, carriers, and other stakeholders to secure optimal insurance solutions for clients.
• Maintain accurate and up-to-date records in compliance with company and regulatory standards.
• Stay informed about industry trends, regulations, and best practices to provide clients with the highest level of service.

Qualifications/Requirements

• Minimum of 2 years of experience in commercial lines insurance.
• Active Property & Casualty (P&C) license.
• Proficiency in Applied Epic software is required.
• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently in a remote environment, if applicable.
• Must reside in one of the following states: Georgia, Texas, Florida, North Carolina, Missouri, Virginia, Alabama, South Carolina, Tennessee, Mississippi, Louisiana, Arkansas, Kentucky, Oklahoma, or Michigan.

#LI-RM10