Job Description

Commercial Lines Account Manager

Job Summary:
Seeking an experienced Commercial Lines Account Manager to handle a book of high-end small business accounts with some middle-market accounts. This position involves direct client interaction, requiring a polished, professional presence and the ability to assess client needs while coordinating effectively with internal teams.

Responsibilities:

• Serve as the primary point of contact for assigned commercial clients, managing relationships and ensuring client satisfaction.
• Assess client needs, coverage gaps, and risk exposures to recommend appropriate insurance solutions.
• Coordinate with internal teams and carriers to ensure timely processing of renewals, endorsements, certificates, and policy changes.
• Prepare proposals, presentations, and summaries for client meetings.
• Collaborate with colleagues to deliver high-quality client service and maintain retention goals.
• Support marketing and renewal efforts by gathering required information and reviewing submissions for accuracy.

Qualifications/Requirements:

• 3–7 years of commercial lines account management experience, preferably within an agency or brokerage setting.
• Active Property & Casualty license required.
• Experience with high-end small business accounts; some exposure to middle-market clients preferred.
• Strong client-facing communication and interpersonal skills.
• Proficiency with the EPIC agency management system strongly preferred.
• Exceptional professionalism, organization, and attention to detail.
• Ability to collaborate effectively with team members and maintain strong carrier relationships.

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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