Commercial Lines Account Manager

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. In this role, you will assist clients in securing and maintaining the necessary protections for their businesses. You will provide exceptional client support, manage renewals, and collaborate with team members to deliver cost-effective insurance solutions.

Compensation Package

• Competitive Salary with performance-based incentives.
• Competitive benefits package, 401(k), Employee Stock Ownership Plan (ESOP), paid time off, professional development opportunities, etc.

Responsibilities

As a Commercial Lines Account Manager, your key responsibilities will include:

• Managing renewals by gathering information, preparing submissions, marketing with carriers, and presenting to clients.
• Providing comprehensive client support, including issuing certificates, handling endorsements, and addressing billing inquiries.
• Resolving issues related to cancellations, claims, audits, and challenging renewal scenarios.
• Reviewing documents for accuracy, assessing client policies, and analyzing risk to recommend cost-effective solutions.
• Building and maintaining positive relationships with clients, carriers, vendors, and team members through strong communication and organizational skills.

Qualifications/Requirements

To succeed in this role, you should meet the following qualifications:

• Active Property and Casualty Insurance License (Required).
• Minimum of three years of direct Commercial Lines experience.
• Strong knowledge of commercial Property and Casualty coverages, markets, and carriers.
• Proven experience managing commercial renewals and servicing client accounts.
• Ability to communicate complex insurance concepts clearly and effectively.
• Experience working within agency management systems (Applied Epic preferred).
• Proficiency with Microsoft Office products.
• High School diploma or equivalent.

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