Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing team. In this role, you will act as the primary liaison between insurance companies, agents, and clients, ensuring seamless service delivery and exceptional client satisfaction. You will handle a variety of tasks, including policy management, renewals, endorsements, and marketing support. This is an excellent opportunity for a motivated individual to grow within a dynamic and supportive work environment.

Compensation Package

• Salary Range: $60,000 - $80,000+ (depending on experience) + profit sharing bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Build and maintain strong client relationships.
• Process and record new insurance policies and claims.
• Maintain accurate client files in the Agency Management System for all transactions.
• Correspond with insureds and agents regarding account status and changes.
• Prepare proposals and applications, ensuring timely follow-up.
• Provide technical service and expertise during new business and renewal processes.
• Assist with quoting, marketing, and gathering underwriting information.
• Prepare renewal and new business proposals and presentations.
• Bind coverage, issue certificates, and request endorsements.
• Analyze policies for accuracy based on presented proposals.
• Follow agency procedures and utilize integrated software systems.
• Collaborate with Senior Account Executives on complex accounts.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an administrative, customer service, or insurance-related role preferred.
• Licensure: Property and Casualty insurance license preferred but not required (must be willing to obtain licensure).
• Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM/insurance software (AMS360 experience is a plus).
• Knowledge: Basic understanding of commercial insurance is a plus, though training will be provided.
• Education: High school diploma or equivalent required; additional education or certifications are advantageous.
• Skills: Strong organizational, communication, and problem-solving skills.

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