Commercial Lines Account Manager

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in ensuring exceptional service delivery to our clients by managing their commercial insurance needs. The ideal candidate will possess strong organizational skills, a proactive approach to problem-solving, and the ability to build and maintain client relationships.

Compensation Package

• Salary Range: $75,000 - $95,000 annually, commensurate with experience.
• Comprehensive benefits package, details to be provided during the interview process.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients, addressing coverage questions and service requests via phone and email.
• Issue certificates of insurance and process endorsements, including adding/removing vehicles, locations, drivers, or coverage changes.
• Prepare and transmit renewal submissions and underwriting data to carriers; negotiate terms and pricing directly with underwriters alongside the Field Agent.
• Review policies, quotes, and binders for accuracy before delivering them to clients.
• Maintain the expiration/suspense list in Applied Epic to track upcoming renewals and ensure timely marketing.
• Prepare and update client renewal reviews prior to policy expiration.
• Verify the accuracy and completeness of premium transactions and audits issued by carriers before invoicing and distribution.
• Order renewal coverages and prepare/distribute binders, invoices, and finance agreements.
• Identify coverage gaps and cross-sell opportunities, flagging account rounding potential to the Field Agent.
• Handle basic claims documentation, with the majority of claims-related work managed by the claims team.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in a similar role.
• Software Proficiency: Applied Epic experience is required.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively within a team environment.
• Professional demeanor and accountability in all interactions.

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