Job title: Commercial Lines Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Smithtown, NY
Job published: 08/11/2025
Job ID: 141489

Job Description

ob Title: Commercial Lines Account Manager
Location: Smithtown, NY (Hybrid Schedule)
Salary: $70,000 - 90,000 Base Salary
Industry: Independent Insurance Agency
Schedule: Hybrid (2-3 days in-office per week)
Employment Type: Full-Time

About Us

We are a well-established independent insurance agency based in Smithtown, NY, known for our strong client relationships, exceptional service, and commitment to professional growth. We specialize in a broad range of commercial lines and pride ourselves on delivering tailored solutions to meet our clients’ evolving needs.

Position Summary

We are seeking an experienced Commercial Lines Account Manager to join our growing team. The ideal candidate will have a strong background in commercial insurance, a deep understanding of the marketing process, and must be proficient with Applied Epic. This role is ideal for someone who thrives in a client-focused environment and is looking to join a collaborative and supportive agency.

Key Responsibilities

  • Manage a book of small to mid-size commercial lines accounts from A-Z

  • Handle policy renewals, endorsements, audits, certificates, and day-to-day servicing

  • Develop and maintain strong relationships with clients and carriers

  • Market new and renewal business to carriers; negotiate coverage and pricing

  • Prepare proposals and present coverage recommendations to clients

  • Ensure all documentation is maintained in Applied Epic in accordance with agency standards

  • Collaborate with producers and other team members to deliver outstanding client service

  • Stay up-to-date on industry trends, carrier appetite, and market changes

Qualifications

  • Minimum 3+ years of experience in Commercial Lines account management

  • Required: Strong proficiency in Applied Epic

  • Proven experience in marketing commercial accounts to carriers

  • NY Property & Casualty License

  • Strong knowledge of commercial insurance coverages (GL, Property, WC, Auto, Umbrella, etc.)

  • Exceptional organizational and communication skills

  • Detail-oriented with the ability to prioritize and multitask

  • Self-motivated and able to work independently in a hybrid environment

What We Offer

  • Competitive $90K base salary

  • Hybrid work flexibility (2-3 days in-office)

  • Supportive and team-oriented culture

  • Opportunities for professional development and continuing education

  • Health benefits, PTO, and 401(k) with match

 

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