Commercial & Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial & Personal Lines Account Manager to join a team. This role involves managing a mix of commercial (40%) and personal lines (60%) accounts, providing exceptional service to the clients, and ensuring the smooth operation of the insurance processes. The ideal candidate will have a strong background in Property & Casualty insurance, excellent organizational skills, and the ability to work collaboratively in a family-oriented, flexible work environment.

Compensation Package

• Salary Range: $50,000 - $80,000 annually, based on experience.
• Benefits:
  • Paid Time Off (PTO): 2 weeks to start, accruing 1 additional day per year up to 4 weeks.
  • 5 sick days and 1 personal day annually.
  • All major holidays off.
  • Bonus potential.
• Work Schedule: Monday to Friday, 8:30 AM - 5:00 PM with a 1-hour lunch break. Flexible scheduling available.
• Work Environment: Fully in-office for at least the first year.

Responsibilities

• Manage a book of business consisting of approximately 150 renewals, including BOPs, artisan contractors, GCs, events, churches, professional lines, and bonds.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Handle daily tasks such as issuing Certificates of Insurance (COIs), preventing cancellations, and troubleshooting client issues.
• Utilize agency management software (EX Lynx and Evix ASP) for documentation and processing.
• Collaborate with team members to maintain a cohesive and supportive work environment.
• Gradually take on more managerial responsibilities as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 1 year of experience in a similar role (3+ years preferred).
  • Familiarity with small to mid-sized accounts (average size $50k, maximum $80k-$100k).
• Technical Skills: Proficiency in EX Lynx and Evix ASP software preferred. Experience with both paper and electronic documentation processes.
• Soft Skills:
  • Strong interpersonal skills and the ability to mesh well with a close-knit team.
  • Proactive problem-solving abilities and a willingness to take on additional responsibilities over time.
  • Excellent organizational and time management skills.
• Other Requirements: Must be comfortable working in-office for at least the first year.

#LI-MJ1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the mission of providing exceptional service to the clients. As a Personal Lines Account Manager, you will work closely with producers to service accounts, manage renewals, and ensure client satisfaction. This is an excellent opportunity to join a family-oriented business with the backing of a nationally recognized organization, offering a supportive and collaborative work environment.

Compensation Package

• Salary Range: $50,000 - $60,000 annually
• Benefits: Comprehensive benefits package provided through a nationally recognized group
• Work Environment: Fully onsite (potential for remote work in the future)

Responsibilities

• Manage and service standard personal lines accounts with a focus on client satisfaction.
• Collaborate with producers to address client needs and ensure seamless account management.
• Handle some renewal business and assist with policy changes as needed.
• Utilize in-house quoting tools to support account servicing.
• Maintain accurate and up-to-date records in the agency management system (Vertafore AMS360).
• Participate in team-building meetings and training sessions to enhance skills and knowledge.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in personal lines account management.
• Technical Skills: Proficiency in Vertafore AMS360 or similar agency management software.
• Preferred Background: Experience in an agency or captive environment.
• Attributes: Tech-savvy, quick learner, and able to adapt to a fast-paced environment.

#LI-JN4

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a substantial book of business, primarily focused on public entity accounts. With a retiring producer, this is an excellent opportunity for a motivated professional to step into a well-established position and contribute to the continued success of the organization. The ideal candidate will possess strong attention to detail, a competitive spirit, and a drive to excel in a dynamic environment.

Compensation Package

• Salary Range: $65,000 to $90,000, commensurate with experience.
• Work Arrangement: Hybrid, with 4 in-office days per week.

Responsibilities

• Manage a large book of business, primarily consisting of public entity accounts.
• Handle accounts with revenue sizes ranging up to and over $100,000.
• Oversee a total book of business generating $2 million in revenue across multiple Account Managers.
• Quote and process both new and renewal business.
• Ensure timely and accurate completion of renewals and other account management tasks.
• Provide exceptional service to clients, addressing their needs and maintaining strong relationships.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Prior experience in commercial insurance is preferred.
• Skills:
  • Strong attention to detail.
  • Motivated and driven to succeed.
  • Competitive spirit; former college athletes are encouraged to apply.
• Work Ethic: Ability to manage a high volume of accounts with minimal day-to-day supervision once renewals are completed.

#LI-DC2

Commercial Lines Account Manager / Senior Account Manager

Job Summary

Seeking an experienced and detail-oriented Commercial Lines Account Manager / Senior Account Manager to join a growing insurance organization. This role is responsible for managing mid to large market commercial accounts, primarily within the real estate and construction industries, while delivering exceptional client service and maintaining strong relationships with clients, producers, and carrier partners.

The ideal candidate will have a strong background in commercial lines account management, proficiency in agency management software, and a proactive approach to problem-solving. This opportunity is well-suited for a tech-savvy, intellectually curious professional who thrives in a collaborative environment and is committed to providing high-quality client service.

Hybrid and remote work arrangements may be available depending on experience and qualifications.

Responsibilities

• Manage and service a portfolio of mid to large market commercial lines accounts, with a primary focus on real estate and construction risks.

• Handle all aspects of commercial account servicing, including renewals, quoting, proposals, endorsements, policy changes, billing inquiries, and new business submissions.

• Collaborate closely with producers to facilitate policy placements, address coverage needs, and ensure seamless service delivery.

• Maintain strong relationships with clients, insurance carriers, and internal team members to support client satisfaction and retention.

• Review policies and coverage options to identify potential gaps and recommend appropriate insurance solutions.

• Prepare and present renewal proposals, coverage comparisons, and other client-facing documentation.

• Utilize Applied EPIC to maintain accurate account records, track activities, and manage policy documentation.

• Coordinate with insurance carriers to obtain quotes, negotiate terms, and resolve coverage or servicing issues.

• Respond promptly and professionally to client inquiries, ensuring timely resolution of service requests.

• Maintain organized account files and ensure compliance with agency procedures and industry standards.

Qualifications/Requirements

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

• Minimum of 5 years of commercial lines account management experience for the Account Manager position.

• Minimum of 10 years of commercial lines account management experience for the Senior Account Manager position.

• Previous experience in a Commercial Lines Manager or similar leadership role is also valued.

• Experience managing mid to large market commercial accounts, preferably within the real estate and construction industries.

• Proficiency in Applied EPIC or similar agency management software.

• Strong understanding of commercial insurance coverages, policy forms, underwriting requirements, and renewal processes.

• Excellent communication, organizational, and relationship management skills.

• Strong attention to detail with the ability to manage multiple accounts and competing priorities.

• Demonstrated technical aptitude and ability to adapt to new systems and technologies.

• Proactive problem-solving skills, intellectual curiosity, and a commitment to continuous professional development.

• Ability to work independently and collaboratively in a hybrid or remote environment.

Compensation Package

• Salary Range: $60,000 – $90,000 annually, depending on experience and qualifications, with flexibility for highly qualified candidates.

• Benefits: Comprehensive benefits package.

• Work Arrangement: Hybrid opportunities available, with fully remote arrangements considered for highly experienced Senior Account Manager candidates.

• Professional Development: Opportunities for continued learning and career advancement within a growing organization.

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-JN4

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

Location: Medina, OH
Schedule: Full-Time | 100% Onsite

About the Opportunity

We are seeking a motivated and customer-focused Personal Lines Account Manager to join a growing insurance agency. This opportunity is ideal for an insurance professional who enjoys building client relationships, providing exceptional customer service, and helping individuals and families protect what matters most.

The ideal candidate will have a strong background in Personal Lines insurance, with the ability to assist with Commercial Lines accounts as needed. This position offers a competitive base salary, additional earning potential through commissions and bonuses, and the opportunity to grow within an established agency.

Key Responsibilities

• Manage and service an assigned book of Personal Lines insurance accounts.

• Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction and retention.

• Assist clients with policy renewals, endorsements, coverage changes, and general insurance inquiries.

• Review existing policies and identify opportunities to recommend additional coverage or improvements.

• Prepare insurance quotes, compare coverage options, and assist clients with new business opportunities.

• Work with insurance carriers to address client needs and resolve policy-related issues.

• Identify cross-selling and upselling opportunities to support agency growth.

• Provide assistance with Commercial Lines accounts when needed.

• Maintain accurate client records and policy documentation.

Qualifications

• Previous experience in Personal Lines insurance, preferably within an independent insurance agency.

• Active Property & Casualty insurance license preferred.

• Familiarity with Personal Lines insurance products, coverages, and carrier guidelines.

• Commercial Lines insurance experience is a plus.

• Strong communication, organization, and customer service skills.

• Ability to manage multiple accounts and prioritize daily responsibilities.

• Comfortable identifying sales opportunities and contributing to agency growth.

• Experience with agency management systems is a plus.

Compensation & Benefits

• Competitive base salary

• Additional Compensation: Commission and bonus opportunities.

• Opportunity for professional development and career growth.

• Collaborative, team-oriented agency environment.

Work Environment

This is a fully onsite position, requiring candidates to work in the office five days per week. Remote and hybrid arrangements are not available.

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-MT1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role is pivotal in delivering exceptional service to clients, managing larger accounts, and contributing to the overall success of the organization. The ideal candidate will possess a strong sense of professionalism, a commitment to teamwork, and a passion for building and maintaining client relationships. This position is primarily remote, with occasional in-office requirements.

Compensation Package

• Salary Range: $75,000 - $100,000 annually
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of commercial accounts, ensuring client satisfaction and retention.
• Quote new and renewal business, collaborating with carriers and underwriters.
• Build and maintain strong relationships with clients, carriers, and team members.
• Provide white-glove service by addressing client inquiries, resolving issues, and delivering tailored insurance solutions.
• Maintain accurate and up-to-date records in the agency management system.
• Contribute to the team’s success by supporting colleagues and fostering a collaborative work environment.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 1-2 years of relevant experience required; 3-8 years preferred.
• Technical Skills: Proficiency in EPIC software or similar systems.
• Soft Skills:
  • Professionalism and accountability.
  • Strong attention to detail and organizational skills.
  • Excellent relationship-building and communication abilities.
  • A service-oriented mindset with a commitment to supporting team success.
  • Confidence and a positive attitude.
• Work Environment: Primarily remote, with occasional in-office requirements.

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-DB3

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a well-established insurance agency. This role supports a collaborative, team-oriented environment that values long-term relationships, operational excellence, and continuous improvement. The position offers the opportunity to work within a stable organization that combines a supportive culture with the structure, resources, and best practices of a larger firm. The ideal candidate is service-driven, highly organized, and committed to delivering consistent, high-quality support across commercial lines accounts.

Compensation Package

• Salary: Up to $85,000 annually, based on experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Schedule: Hybrid model (3 days in-office, 2 days remote) following a 60-day onsite training period.

Responsibilities

• Manage a generalist book of business, with a focus on contractor accounts (approximately 40% of the book).
• Service a book of business consisting of 100-120 policies, primarily small accounts.
• Oversee renewals, including marketing renewals independently.
• Collaborate with outsourced teams for processing, certificates, and document retrieval.
• Ensure high attention to detail in all aspects of account management.
• Provide exceptional customer service to clients, maintaining strong relationships and addressing their needs promptly.

Qualifications/Requirements

• Experience: Proven experience in servicing and managing commercial lines accounts, with a strong focus on renewals.
• Skills: Exceptional attention to detail and organizational skills.
• Technical Proficiency: Familiarity with AMS360, Outlook, and RingCentral is preferred.
• Licenses/Designations: Holds an active P&C (Property and Casualty) insurance license.
• Work Environment: Ability to work in a hybrid model, with an initial 60-day onsite training period.

#LI-DD3

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-IP1