Job Description

Position Summary:

The Commercial Lines Account Manager is responsible for managing and servicing a designated book of commercial insurance business. This role includes maintaining strong relationships with clients, underwriters, and producers; handling policy renewals and changes; and ensuring the highest level of customer satisfaction. The position requires a thorough understanding of commercial lines coverages, carriers, and industry regulations. We are targeting someone with 5+ years of commercial insurance experience in an independent agency setting.

Key Responsibilities:

• Client Service & Relationship Management:

  • Act as the main point of contact for assigned commercial clients.

  • Provide timely and professional responses to client inquiries regarding coverage, billing, and policy changes.

  • Foster long-term client relationships through proactive communication and service.

• Policy Management:

  • Handle renewals, endorsements, certificates of insurance, audits, cancellations, and reinstatements.

  • Review policy documents for accuracy and completeness.

  • Ensure all client files are maintained and documented in the agency management system.

• Marketing & Quoting:

  • Work with producers and underwriters to market new and renewal business.

  • Obtain quotes and negotiate with carriers to secure optimal coverage and pricing.

  • Prepare and present proposals to clients.

• Account Maintenance:

  • Review accounts for coverage adequacy and recommend enhancements or additional coverages.

  • Maintain knowledge of carrier appetite, guidelines, and underwriting procedures.

  • Ensure compliance with agency procedures and industry regulations.

• Collaboration:

  • Work closely with producers, account executives, and other team members to support agency goals.

  • Assist in onboarding new clients and support cross-sell initiatives.

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