Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to maintaining and growing the commercial insurance accounts, with a focus on providing exceptional customer service and ensuring the accuracy and efficiency of policy management. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a team-oriented mindset. This position offers a hybrid work environment, with the flexibility to work from home three days a week.

Compensation Package

• Salary: $65,000 - $80,000 annually, based on experience
• Bonus: Annual performance-based bonus tied to agency success
• Benefits:
  • 100% employer-paid health insurance for employees
  • Coverage for continuing education expenses
  • 401(k) plan (details to be provided)
• Work Environment: Hybrid (3 days remote, 2 days in-office)

Responsibilities

• Maintain accurate records within the agency management system and electronic files.
• Provide exceptional customer service to build and maintain positive client relationships.
• Communicate professionally and effectively with clients and insurance carrier representatives.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings as needed.
• Review all renewal and new business policies for accuracy and request corrections as necessary.
• Handle billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits, ensuring timely endorsement follow-up and billing.
• Oversee the issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Utilize insurance carrier online systems efficiently.
• Market new and renewal business, including market selection, online rating, submissions, and coverage analysis.
• Field calls regarding claims, direct clients to the appropriate carrier for submitting claims, and assist clients with claim-related questions (50-60% of the role).

Qualifications/Requirements

• Active Property & Casualty (P&C) insurance license.
• 3-5+ years of demonstrated knowledge and experience in commercial insurance, including claims exposure.
• Proficiency in Microsoft Office Suite.
• Familiarity with Zanatech Agency Management System is a plus but not required.
• Strong interpersonal and communication skills (both oral and written).
• Ability to establish and maintain effective working relationships with peers and clients.
• A positive, team-oriented attitude with a willingness to grow and contribute to the company’s success.

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