Job Description

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and professional Commercial Lines Account Manager to join a growing team. This role offers an exciting opportunity to manage a portfolio of small to mid-sized commercial accounts, delivering exceptional service and building strong client relationships. The ideal candidate will have a proven track record in managing accounts end-to-end, a proactive approach to client service, and a commitment to operational excellence.

Compensation Package

• Salary: $100,000 - $125,000 annually, plus 2.5% commission on all renewal business.
• 401(k): 4% company match.
• Comprehensive benefits package available.

Responsibilities

• Manage a portfolio of commercial clients across various coverages, including General Liability, Property, BOP, Workers’ Compensation, Auto, EPLI, Cyber, and related policies.
• Oversee the renewal process with a proactive approach, ensuring clients are informed of all options and tradeoffs.
• Provide expert advisory services to small and medium-sized business owners while handling day-to-day service needs such as endorsements, certificates, claims support, and compliance requests.
• Collaborate with placement specialists and producers to effectively market accounts, ensuring smooth handoffs and driving retention and cross-sell opportunities.
• Contribute to the development and improvement of workflows, checklists, templates, and service standards as the team scales.
• Leverage technology and automation tools to enhance efficiency and maintain personalized client communication.
• Maintain accurate documentation and operational discipline within the Agency Management System (AMS) to support scalability and quality assurance.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 4+ years of experience managing commercial accounts, with a proven ability to handle accounts from start to finish.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Strong sense of accountability and ownership.
  • Ability to work collaboratively with team members.
• Other Requirements:
  • Must pass a background check prior to the start date.
  • Ability to work full-time in the office (no remote or hybrid options available).

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