Senior Commercial Lines Account Manager (Real Estate)

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager specializing in Real Estate to join a dynamic team. This role involves managing a significant book of business, providing exceptional service to clients, and collaborating with an Account Executive to ensure seamless operations. If you are a licensed professional with a strong background in commercial insurance and a passion for excellence, we encourage you to apply.

Compensation Package

• Salary Range: $100,000 - $110,000 annually
• 401(k)

Responsibilities

• Manage a $500,000 - $600,000 revenue book of business focused on large real estate accounts.
• Collaborate with an Account Executive to provide comprehensive client support.
• Handle new and renewal business quoting, ensuring accuracy and timeliness.
• Maintain strong client relationships by addressing inquiries, resolving issues, and providing proactive solutions.
• Utilize AMS360 software (transitioning to Applied Epic later this year) to manage accounts efficiently.
• Stay updated on industry trends and regulatory requirements to provide informed guidance to clients.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5+ years in commercial insurance, with a focus on real estate accounts preferred.
• Proficiency in AMS360 software; experience with Applied Epic is a plus.
• Strong organizational and communication skills, with the ability to manage multiple priorities effectively.
• Self-motivated and detail-oriented, with a commitment to delivering exceptional client service.

#LI-CH2

Overview

Seeking a proactive and detail-oriented Personal Lines Account Manager to join a dynamic team. This position plays a pivotal role in ensuring exceptional service to our valued clients, managing insurance accounts, and delivering personalized solutions for their needs. If you are passionate about client relations, knowledgeable in Personal Lines insurance, and experienced with AMS 360, we encourage you to apply!  

Responsibilities  

- Serve as the primary point of contact for a portfolio of Personal Lines clients, ensuring their needs are met promptly and professionally.  
- Manage and maintain insurance policies, ensuring accuracy and timeliness in renewals, endorsements, and claims.  
- Utilize **AMS 360** to update, track, and document all client and policy details efficiently.  
- Analyze clients’ coverage needs and provide tailored insurance solutions to align with their requirements.  
- Proactively communicate with clients to explain policy features, address questions, and resolve concerns.  
- Work closely with insurance carriers to negotiate favorable terms and provide optimal solutions for clients.  
- Maintain compliance with industry regulations, internal standards, and company procedures.  
- Support the sales team by identifying cross-sell or upsell opportunities in collaboration with account executives.  
- Continuously engage in professional development to stay updated on industry trends, product offerings, and tools.  

Qualifications 
 
- Insurance License: 2-20, 4-40 or 20-44  
- Proficiency with AMS 360 preferred but not required
- Strong knowledge of standard Personal Lines insurance products.  
- Excellent communication and interpersonal skills, with a client-focused approach.  
- High level of attention to detail and organizational ability.  
- Ability to work independently and collaboratively within a team environment.  
- Commitment to providing exceptional customer service and fostering long-term client relationships.  

#LI-KL1 

#INDTJG-ST 

Personal Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Personal Lines Account Manager to join a growing team. This role is essential in managing daily servicing tasks, cross-selling opportunities, and quoting new and renewal business for standard personal lines accounts. If you are looking for a dynamic environment with excellent growth potential and a supportive team, this is the opportunity for you.

Compensation Package

• Salary Range: $55,000 - $65,000
• Comprehensive Benefits package

Responsibilities

• Provide exceptional service to clients by managing all aspects of personal lines accounts.
• Handle daily servicing tasks, including policy changes, billing inquiries, and claims assistance.
• Identify and execute cross-selling opportunities to meet client needs.
• Quote and process new and renewal business efficiently and accurately.
• Utilize EPIC software to manage client information and workflows.
• Collaborate with team members to ensure a seamless client experience.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 1 year of experience in personal lines insurance preferred.
  • Open to candidates seeking their start in the insurance industry.
• Technical Skills: Proficiency in EPIC software or similar platforms is a plus.
• Strong communication and organizational skills.
• Ability to work independently and as part of a team.
• A proactive approach to problem-solving and client service.

#LI-SW1

Commercial Lines Account Manager

Job Summary

Seeking an experienced and dedicated Commercial Lines Account Manager (CLAM) to join a growing team. This role is pivotal in managing a diverse book of business, ranging from small to large accounts, and ensuring exceptional service delivery to our clients. The ideal candidate will bring a wealth of experience in commercial insurance, a strong understanding of P&C licensure, and a proactive approach to account management. This is an excellent opportunity for a seasoned professional looking to contribute to a dynamic and supportive work environment.

Compensation Package

• Salary Range: $75,000 - $95,000+ (commensurate with experience)
• 401(k)
• Remote Work: Hybrid model (4 days in-office, 1 day remote)

Responsibilities

• Manage a generalist book of business, handling accounts of varying sizes and complexities.
• Provide full-service account management, including quoting new and renewal business.
• Utilize EPIC software to maintain accurate and up-to-date client records.
• Collaborate with internal teams and external stakeholders to ensure seamless service delivery.
• Address client inquiries and resolve issues promptly and professionally.
• Stay informed about industry trends and regulatory changes to provide informed advice to clients.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 5 years in commercial lines account management; more experience is highly desirable.
• Technical Skills: Proficiency in EPIC software or similar platforms.
• Attributes: Strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.
• Work Ethic: A commitment to providing exceptional client service and a proactive approach to problem-solving.

#LI-SW1

Condo Account Manager

Job Summary

Seeking a highly skilled and experienced Condo Account Manager to join a growing team. The ideal candidate will have a strong background in property and casualty insurance, with a preference for those experienced in condominium accounts. This position offers an opportunity to work in a collaborative and supportive environment with a team of seasoned professionals.

Compensation Package

• Salary Range: $70,000 - $100,000 annually
• 401(k)

Responsibilities

• Provide exceptional client-facing service for condominium accounts, ranging from small HOA accounts to larger high-rise properties.
• Handle all standard account management duties, including claims processing, quoting, certificates, renewals, and working with both preferred carriers and surplus lines.
• Primarily focus on renewal business, with some involvement in quoting new business.
• Collaborate with a team of 10 professionals to manage a $15 million premium book of business.
• Participate in hands-on training and contribute to a team-oriented culture that values knowledge sharing and collaboration.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 7 years in account management, with a strong preference for candidates with condominium account experience.
• Software Proficiency: Familiarity with HawkSoft or similar agency management software.
• Work Environment: Onsite work is highly preferred, with a hybrid option available (3 days in-office) after a 3-6 month onsite training period, depending on experience.
• Soft Skills:
  • Independent worker with minimal need for supervision.
  • Strong team player who values collaboration and knowledge sharing.
  • Exceptional work ethic and dedication to client satisfaction.
  • Empathy and a genuine care for customer needs.

#LI-CH2

Senior Commercial Lines Account Manager

Job Summary

Seeking an experienced and dedicated Senior Commercial Lines Account Manager to join a team. In this role, you will serve as the primary point of contact for a portfolio of commercial insurance clients, providing excellent customer service, crafting tailored solutions, and managing policies with precision. The ideal candidate will have a proven track record in commercial insurance account management and demonstrate a proactive approach to problem-solving, team collaboration, and client satisfaction.

Responsibilities

• Build and maintain strong relationships with clients, understanding their unique insurance needs and providing timely, tailored solutions.
• Oversee day-to-day service operations, including processing renewals, endorsements, certificates of insurance, and policy changes.
• Collaborate with internal teams to develop strategies that meet client goals and ensure high levels of customer satisfaction.
• Review and analyze commercial lines insurance policies to ensure appropriate coverage and accuracy.
• Assist in the marketing of new and renewal business, including preparing submissions and negotiating with carriers.
• Provide expertise and guidance to clients about policy coverages, pricing, and risk management options.
• Stay informed about industry trends, regulatory changes, and market conditions to better serve clients.
• Act as a mentor to junior team members, sharing knowledge and fostering professional growth within the organization.
• Proactively handle and resolve client concerns in a timely and efficient manner.
• Participate in cross-departmental initiatives and contribute to continuous improvement efforts.

Qualifications/Requirements

• 5-7 years of experience in commercial insurance account management or a related role.
• Holds an active P&C (Property and Casualty) insurance license.
• Deep knowledge of commercial lines insurance products, coverages, and carriers.
• Exceptional organizational and time-management skills with the ability to manage multiple accounts and priorities simultaneously.
• Strong interpersonal and communication skills, with a customer-focused approach to building relationships.
• Proficiency in industry-related software and tools, with a commitment to adopting new technology as needed.
• Analytical mindset with problem-solving abilities and attention to detail.
• Team-oriented, with a collaborative spirit and the ability to work effectively across teams.
• Relevant professional designations such as CIC, CRM, CPCU, or ARM are a strong plus.
• Experience mentoring or managing team members in a professional setting.
• Familiarity with emerging insurance technologies and innovations.

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.

#LI-SL1

Commercial Insurance Account Manager- Hybrid

Job Summary:

Well-known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.  The candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a large, established book of business.
• Prior experience in a client-facing role.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submissions. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.

• Ability to work independently or as part of a team.
• Directly responsible for the retention of all accounts assigned to the team.

• Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 2 years of account management experience
• Possess above-average computer skills, and become proficient in various needed programs

#LI-RM8

Commercial Insurance Account Manager- Hybrid

Job Summary:

Well-known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.  The candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a large, established book of business.
• Prior experience in a client-facing role.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submissions. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.

• Ability to work independently or as part of a team.
• Directly responsible for the retention of all accounts assigned to the team.

• Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 2 years of account management experience
• Possess above-average computer skills, and become proficient in various needed programs

#LI-RM8

Commercial Insurance Account Manager 

• Previous experience working with commercial lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-BJ1

Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines CSA to join their team.