Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated, organized, and detail-oriented Commercial Lines Account Manager to manage a diverse portfolio of commercial insurance accounts while providing exceptional client service. This position involves collaborating with clients to ensure their insurance needs are met while maintaining positive relationships. The ideal candidate should have strong interpersonal and organizational skills, with a passion for delivering top-notch customer service. This is an excellent opportunity to develop a career as part of a supportive and adaptable team in the insurance industry.

Responsibilities

• Manage a portfolio of commercial insurance accounts by proactively meeting clients’ needs and providing customized solutions.
• Respond promptly to client inquiries and requests regarding billing, policy changes, endorsements, and renewals.
• Maintain strong relationships with clients, underwriters, and carriers to ensure seamless communication and high-quality service.
• Coordinate with internal teams to manage new business submissions, renewals, and mid-term adjustments.
• Review and analyze insurance policies to meet client requirements effectively and identify coverage gaps.
• Process claims documentation and provide guidance to clients throughout the claims process.
• Stay informed of industry trends, new regulations, product offerings, and market conditions to ensure clients receive the best coverage possible.
• Maintain accurate and organized records of communications, policies, and documentation within the agency database.
• Identify cross-selling opportunities and promote additional insurance products tailored to client needs.
• Participate in team meetings, training, and development opportunities to enhance skills and knowledge.

Qualifications/Requirements

• Proven experience in commercial lines account management and/or customer service, preferably within the insurance industry.
• Strong knowledge of insurance products, terminology, and underwriting requirements in commercial lines.
• Holds an active P&C (Property and Casualty) insurance license.
• Excellent communication skills (both written and verbal), with the ability to build and maintain relationships with diverse clientele.
• Exceptional attention to detail and organizational skills, with the ability to multitask effectively in a fast-paced environment.
• Proficient in insurance management systems and office software (e.g., Microsoft Office Suite).
• Analytical thinking and problem-solving skills to address and resolve client concerns.
• Highly motivated and customer-focused.
• Ability to collaborate with teams of professionals and contribute to a thriving workplace culture.

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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