Job Description

Commercial Lines Account Manager, Middle Market

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to support middle and large market accounts. This role focuses on leading client service efforts, supporting renewal and placement strategies, and delivering high-quality service. The position also includes independent management of smaller accounts, ensuring strong client relationships and consistent service execution.

Responsibilities

• Develop and implement comprehensive service plans for assigned clients.

• Prepare for and participate in client strategy and renewal meetings.

• Conduct exposure reviews and gap analyses to ensure appropriate coverage.

• Collaborate on placements and coordinate with internal subject matter experts to streamline processes.

• Review, finalize, and present proposals to clients.

• Document client instructions, confirm coverage details, and ensure accuracy of binders, policies, endorsements, and audits.

• Participate in post-renewal and stewardship planning for larger accounts.

• Maintain accurate account data, contacts, and policy information within agency management software.

• Summarize loss history and current insurance programs, including expiring exposures.

• Assist with billing processes, including premium allocations and invoice review.

• Coordinate with carriers on policy issuance, audits, and related documentation.

Qualifications/Requirements

• Minimum of 3 years of Property and Casualty insurance experience with a strong understanding of coverages.

• Holds an active P&C (Property and Casualty) insurance license.

• Strong interpersonal, written, and verbal communication skills.

• Ability to build and maintain effective client and internal relationships.

• Working knowledge of coverage structures and program design.

• Proficiency with client portals, Excel, and other relevant tools.

• Strong analytical, problem-solving, and organizational skills.

• Ability to manage multiple priorities in a fast-paced environment with attention to detail.

• High School Diploma or equivalent required.

Compensation Package

• Base salary commensurate with experience.

• Bonus eligibility.

• Competitive benefits package.

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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