Job title: Commercial Lines Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Charlotte, NC
Job published: 04/04/2025
Job ID: 133206

Job Description

Commercial Lines Account Manager - Charlotte. NC (Hybrid)

Position Overview: The Commercial Account Manager will assist both Producers and the Agency in the daily management and growth of a book of business through account retention, account rounding and new business growth.
Work Arrangement: This is a full-time position working hybrid or in-person in located in Charlotte, NC.
Professional Responsibilities:

 

  • Provide technical support to the Producer, Agency and Insured in the daily management of policies.
  • Process renewals in coordination with Producer according to agency procedures
  • Complete new / renewal applications in coordination with Producer and Client
  • Prepare summaries of insurance, schedules and proposals as needed.
  • Orders and issues binders, certificates, evidences, policies and other related items; verify their accuracy; invoice and transact, prepare client documents and policy binders (electronic and/or paper).
  • Review and issue requests for Certificates or Evidence of Insurance, insuring contractual and policy compliance.
  • Works with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice, and transact.
  • Review carrier audits of policies; verify accuracy and facilitate corrections as needed between the client and carrier.
  • Processes incoming mail and phone requests, responding promptly and appropriately.
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.
  • Accurately maintains the client account in Applied EPIC per procedures.
  • Accompany the Producer on prospect and client meetings as needed.
  • Other duties may be assigned.

 

Qualifications and Requirements:

 

  • 3+ years of experience in similar role
  • Current Property, Casualty Agents License
  • Knowledge of insurance products and usages.
  • Knowledge of insurance markets, rating and underwriting procedures.
  • Familiarity with computer and word processing programs.
  • Experience with Applied EPIC or similar agency management system preferred.
  • College degree preferred.
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
  • Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge, performance and maintain required licenses.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

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