Commercial Lines Account Manager

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a team. This role is integral to operations, focusing on managing a diverse portfolio of accounts, providing exceptional client service, and supporting new business initiatives. The ideal candidate will thrive in a friendly, team-oriented environment that values proactive collaboration and professional growth. This position offers the flexibility of remote work after a 90-day onsite training period.

Compensation Package

• Salary Range: $80,000 - $100,000 annually
• Remote Work: Available after a 90-day onsite training period (equipment provided)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Assist clients with claims and payment inquiries.
• Manage policy renewals, conduct coverage reviews, and handle pricing and delivery.
• Support new business efforts, including sourcing, quote preparation, and presentations.
• Prepare Acord and application forms.
• Handle inbound and outbound sales and service calls.
• Maintain and update the Applied Systems EPIC agency management system.
• Collaborate with MGAs and underwriters to ensure seamless account management.
• Perform general departmental tasks and take on additional responsibilities as needed.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5-6 years in a similar role, with expertise in EPIC and surplus lines.
• Technical Skills: Proficiency in Microsoft Outlook, Word, and Excel.
• Soft Skills: Personable, team player, excellent communicator, organized, and proactive.
• Account Management: Experience handling accounts ranging from $5,000 to $500,000, with an average size of $75,000 to $100,000+.
• Work Environment: Must be able to work onsite during the 90-day training period and transition to remote work thereafter.

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