Commercial Lines Account Manager

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic team. This role is ideal for a professional with a strong background in commercial insurance, particularly in middle-market accounts. The successful candidate will play a pivotal role in managing client relationships, handling renewals, marketing, endorsements, and assisting producers with new business marketing. This position offers an opportunity to work in a collaborative environment with a focus on delivering exceptional service to our clients.

Compensation Package

• Salary Range: $65,000 - $85,000 annually, based on experience and qualifications.
• Comprehensive benefits package available upon request.

Responsibilities

• Manage a book of business with over $2 million in premiums, focusing on middle-market accounts.
• Handle renewals (90%) and assist with quoting new business (10%).
• Process Certificates of Insurance (COI), endorsements, and other policy-related tasks.
• Collaborate with producers to market new business opportunities.
• Utilize Epic software for account management and documentation.
• Coordinate with outsourced administrative support (Patra) to streamline processes.
• Ensure timely and accurate service delivery to clients.
• Maintain a high level of professionalism and resolve conflicts effectively in high-stress situations.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 3 years in a similar role, preferably with exposure to construction or generalist accounts.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills: Strong organizational skills, timeliness, personable demeanor, conflict resolution abilities, and the capacity to perform under pressure.
• Education: Relevant educational background or equivalent work experience.
• Training: 1-2 months of training provided, depending on experience.

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