Senior Commercial Insurance Account Manager

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.

#LI-BH1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. If you are passionate about providing exceptional service and thrive in a collaborative, non-micromanaged setting, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $75,000 (flexible based on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business.
• Provide full-service account management, including quoting new and renewal business.
• Handle all aspects of personal lines accounts, with a focus on delivering exceptional customer service.
• Collaborate with team members across multiple office locations to ensure seamless operations.
• Solicit and secure new business opportunities to grow the book of business.
• Utilize Applied EPIC software for account management and documentation.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license highly preferred; must be willing to obtain if not currently licensed.
• Experience: Minimum of 2 years of experience as a Personal Lines Account Manager (open to candidates with captive experience).
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Account Knowledge: Familiarity with standard personal lines accounts, with sizes ranging up to $10,000 (average $4,000).
• Interpersonal Skills: Strong communication and organizational skills, with the ability to work independently and collaboratively.
• Work Location: Must be able to work onsite; no remote work is available for this position.

#LI-BH1

Commercial Lines Account Manager

Job Summary

Seeking an experienced and dedicated Commercial Lines Account Manager to join a growing team. This role is integral to supporting specialized programs in the home healthcare and hotel industries. The ideal candidate will bring a strong background in commercial lines insurance, a passion for client service, and the ability to thrive in a fast-paced, dynamic environment. This is an excellent opportunity to join a well-established organization with a history of success and growth.

Compensation Package

• Salary Range: Competitive, starting at $60,000 annually, with potential for higher compensation (up to $70,000+) based on experience.
• Benefits: Comprehensive benefits package available.

Responsibilities

• Manage a portfolio of commercial lines accounts, specializing in either the home healthcare or hotel program.
• Process endorsements, certificates, and provide A-to-Z servicing for assigned accounts.
• Act as the primary point of contact for clients, ensuring exceptional service and timely responses to inquiries.
• Collaborate with team members to support the growth and success of the assigned program.
• For the hotel program: Serve as the "quarterback" for the team, managing a busy book of business with approximately $3M in revenue, consisting of 90% hotel accounts across the U.S.
• For the home healthcare program: Manage small to mid-sized business accounts, providing tailored solutions to meet client needs.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 3+ years in commercial lines insurance, with a preference for candidates experienced in niche markets.
• Technical Skills: Proficiency in EPIC software is preferred.
• Specialization: Willingness to work within a niche market (home healthcare or hotel programs).
• Attributes: Strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a Risk Management team. This full-time, exempt position will play a critical role in supporting Sales Executives by marketing, processing, and selling all lines of commercial insurance. The ideal candidate will possess a strong understanding of insurance contracts, coverages, and industry practices, and will provide technical expertise to ensure the highest level of service to clients.

Compensation Package

• Salary Range: $80,000 - $95,000 annually, based on experience.
• Benefits: Comprehensive benefits package, including health, dental, and vision insurance.

Responsibilities

• Develop and produce submissions for various insurance coverages, including complex coverages.
• Analyze and compare insurance policies to ensure optimal coverage for clients.
• Assist in quoting new and renewal business, with a focus on Executive Risk (D&O, EPLI, Cyber, Crime, etc.) and middle-market accounts.
• Understand and apply knowledge of major insurance coverages, including General Liability, Commercial Automobile, Workers' Compensation, Property, Business Income, and Umbrella policies.
• Interpret loss information, loss forecasting, collateral, and accruals.
• Provide technical support to Sales Executives and collaborate with internal teams to meet client needs.
• Pursue professional designations such as CPCU, CIC, CRM, or ARM to enhance expertise.

Qualifications/Requirements

• Education: High school diploma required.
• Experience: Minimum of 3-5 years of prior insurance industry experience, with a preference for candidates with 5+ years of experience in Professional Lines.
• Licensing: Current Property & Casualty (P&C) Producer License or ability to obtain within three months of hire.
• Skills:
  • Strong written and oral communication skills.
  • Ability to analyze and understand commercial lines coverage, forms, rating, and policies.
  • Proficiency in insurance software (experience with EPIC is a plus).
  • Detail-oriented with a commitment to accuracy and thoroughness.

#LI-DD4

Account Manager (Property & Casualty)

Job Summary

Seeking a dedicated and experienced Account Manager to join a team This full-time position is an integral part of a Property & Casualty (P&C) department, where you will manage client insurance portfolios, serve as the primary point of contact for service and renewals, and identify opportunities for cross-selling. The ideal candidate will possess strong communication and organizational skills, a deep understanding of P&C insurance, and a commitment to delivering exceptional client service.

Compensation Package

• Salary Range: $90,000 - $110,000 annually, based on experience and qualifications.

Responsibilities

• Policy Servicing: Process policy changes, endorsements, and billing inquiries efficiently and accurately.
• Renewal Management: Proactively review client accounts prior to policy expiration, recommend coverage adjustments, and negotiate terms with carriers.
• Client Relationship Management: Serve as the primary liaison between clients and underwriters, providing prompt and accurate responses to coverage or rate inquiries.
• Account Rounding: Identify gaps in coverage and cross-sell additional P&C products to existing clients.
• Claims Support: Assist clients with initial claims reporting and facilitate communication between insured parties and adjusters.
• Compliance & Documentation: Maintain accurate and up-to-date client files in agency management systems (e.g., Applied Epic or AMS360) to minimize errors and omissions (E&O) risk.
• Other Duties: Perform additional tasks as assigned to support the team and ensure client satisfaction.

Qualifications/Requirements

• Licensing: Active Property & Casualty Insurance License for the resident state is required.
• Experience: 2–5 years of experience in an insurance agency or brokerage setting is preferred.
• Education: High school diploma required; a Bachelor's degree is preferred, particularly for commercial lines.
• Technical Skills: Proficiency in Microsoft Office (Word, Excel) and experience with specialized agency management software (e.g., Saggitta or Vertafore).
• Professional Designations: Currently pursuing or holding a professional insurance designation such as CPCU, CIC, CRM, or ARM is a plus.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to build and maintain client relationships, attention to detail, and a proactive approach to identifying client needs.

#LI-DD4

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a generalist book of business with a focus on small to mid-market accounts, particularly in the technology sector. The ideal candidate will have a strong background in commercial lines, excellent customer service skills, and the ability to thrive in a collaborative, team-oriented environment.

Compensation Package

• Salary Range: $75,000 - $100,000 (commensurate with experience)

Responsibilities

• Manage and support renewal and new business accounts.
• Serve as a knowledgeable and friendly point of contact for client inquiries.
• Quote and market accounts using online raters, underwriters, and general agents.
• Prepare coverage summaries, proposals, applications, ACORD forms, certificates, and other necessary documentation.
• Collaborate with team members to ensure smooth workflows and exceptional client satisfaction.
• Maintain prompt and accurate communication to deliver five-star service.

Qualifications/Requirements

• Experience: Minimum of 4+ years in Commercial Lines (small to mid-market accounts preferred).
• Licensing: Valid California Property & Casualty (P&C) License.
• Technical Skills: Familiarity with BOP/GL, Workers Compensation, D&O, E&O, and related lines. Experience with Epic software is a plus.
• Soft Skills:
  • Strong attention to detail and excellent time-management skills.
  • Warm, professional communication style with the ability to build rapport easily.
  • Team-oriented mindset with solid organizational and computer skills.
  • Personable, customer-focused, and eager to contribute to a positive team culture.
• Preferred Experience: Experience marketing coverages with underwriters, general agents, and online raters.

#LI-CW5

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a team. This is an exciting opportunity to work in a highly professional environment with a reputable company that values its employees. As a Commercial Lines Account Manager, you will play a pivotal role in managing generalist accounts, providing exceptional service, and ensuring client satisfaction. This is a fully onsite position, offering a collaborative and supportive work environment.

Compensation Package

• Salary: Competitive, up to $80,000 annually
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Manage and service a portfolio of generalist commercial lines accounts.
• Handle marketing, servicing, and quoting for both new and renewal business.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Collaborate with internal teams to ensure seamless account management.
• Utilize AMS360 software to maintain accurate and up-to-date client records.
• Support the team in achieving departmental goals and objectives.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of experience in commercial lines account management.
• Skills: Strong background in marketing, servicing, and quoting.
• Software Proficiency: Experience with AMS360 is preferred.
• Work Environment: Must be able to work fully onsite.
• Preferred Background: Generalist account experience is required; candidates with niche experience (e.g., trucking) may not be a fit.

#LI-JN4

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a team. In this role, you will be responsible for managing and servicing a portfolio of large and complex commercial lines clients. You will play a critical role in maintaining exceptional customer relationships, ensuring accuracy in policy management, and contributing to the overall efficiency of the service department.

Compensation Package

• Salary Range: $65,000 - $90,000 per year.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and retain an existing book of business comprising large and complex clients.
• Review and process bill renewals, new policies, and policy changes.
• Conduct thorough reviews of commercial insurance policies for accuracy, resolve coverage discrepancies, and communicate changes to insurance carriers.
• Address coverage questions, research issues, and resolve problems efficiently.
• Interact with carriers and internal/external customers to deliver exceptional customer service and ensure adherence to policies and procedures.
• Oversee the renewal submission process, including applications, exhibits, narratives, loss runs, and underwriting responses.
• Disseminate new or updated market information to leadership and the service team.
• Identify areas for improvement and propose solutions to enhance the effectiveness of the service team.
• Submit applications to eligible carriers and follow up to ensure timely receipt of quotations and policies.
• Perform other duties as assigned.

Qualifications/Requirements

Required Skills/Abilities:

• Valid resident Property & Casualty insurance license.
• Proficiency in Microsoft Office Suite.
• Knowledge of, or ability to learn, AMS360 and ImageRight systems.
• Strong understanding of insurance coverages and the ability to communicate them effectively to clients and underwriters.
• Familiarity with insurance regulations, industry standards, and compliance best practices.
• Expertise in commercial insurance underwriting, coverage, and rate analysis.
• Ability to multitask and manage multiple responsibilities while meeting deadlines.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Team-oriented mindset with a positive attitude and willingness to assist others.
• Ability to work under pressure in a fast-paced environment.

#LI-CS1

Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:

• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

Requirements: 

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-BH1

Personal Insurance Account Manager