Job Description
Commercial Lines Account Manager
Job Summary
A nationally recognized insurance organization is seeking a Commercial Lines Account Manager to serve as a trusted advisor to small business clients. This role provides consultative guidance and best-in-class service while partnering closely with specialty practices and Producers in a high-volume environment. The Account Manager will also provide mentorship and support to Assistant Account Managers.
Responsibilities
- Build and maintain strong relationships with internal stakeholders, carriers, and clients by consistently meeting and exceeding service expectations
- Service a high-volume book of small commercial accounts, providing proactive consultative support
- Maintain accurate and timely documentation of service activity, marketing efforts, and policy communications within agency management software
- Support renewal retention efforts by collaborating with Producers to prepare applications, specifications, underwriting data, and related marketing materials
- Ensure continuous and appropriate coverage for clients, providing recommendations within established timelines
- Review current policies and present coverage placement options using established workflows and carrier partnerships
- Assist with implementation of new lines of coverage, including account setup, documentation collection, and review of plan details with clients and carriers
- Perform coverage analysis and provide accurate quotations for additional or expanded coverages
- Mentor and support Assistant Account Managers in daily servicing functions
Qualifications/Requirements
- 3 – 5 years of Commercial Lines account management experience
- Holds an active P&C (Property and Casualty) insurance license.
- Strong knowledge of Commercial Lines underwriting, coverage analysis, and rating procedures
- Proficiency in agency management software, including AMS360 and WorkSmart preferred
- Industry designations such as CISR, ARM, or similar preferred
- College degree preferred
- Ability to manage multiple priorities effectively in a fast-paced environment
- Salary commensurate with experience in the $90,000 range
- Great benefits mostly covered by employer
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