Commercial Lines Account Manager

Location: Balwin, MO 

About the Opportunity

Our client is a growing independent insurance agency that is investing heavily in technology, operational efficiency, and employee development. They are seeking an experienced Commercial Lines Account Manager who thrives on building client relationships, providing strategic insurance guidance, and delivering exceptional customer service.

This is an opportunity to join an agency that values collaboration, innovation, and long-term career growth. The ideal candidate enjoys managing a book of business while serving as a trusted advisor to commercial clients.

Position Overview

The Commercial Lines Account Manager will be responsible for managing an established book of commercial insurance clients from renewal through ongoing account servicing. This individual will partner closely with producers, carriers, and internal team members to ensure clients receive proactive service and comprehensive risk management solutions.

The right candidate is organized, detail-oriented, technology-savvy, and committed to creating an outstanding client experience.

Responsibilities

• Manage a portfolio of commercial insurance accounts throughout the policy lifecycle.
• Serve as the primary point of contact for clients, responding promptly to questions and coverage needs.
• Develop and maintain strong client relationships through proactive communication.
• Market new and renewal business with insurance carriers to secure competitive coverage options.
• Prepare proposals, review coverage recommendations, and explain policy terms to clients.
• Process endorsements, policy changes, renewals, certificates of insurance, and other servicing requests.
• Coordinate with producers, underwriters, and carrier representatives to resolve client issues efficiently.
• Review policies for accuracy and identify potential coverage gaps or additional risk management opportunities.
• Maintain accurate documentation within the agency management system.
• Stay current on carrier products, underwriting guidelines, and industry trends.
• Assist with cross-selling and account rounding opportunities when appropriate.

Qualifications

• 3+ years of Commercial Lines Account Management experience within an independent insurance agency.
• Active Property & Casualty license (or ability to obtain quickly if required by state).
• Strong knowledge of commercial insurance coverages, markets, and policy servicing.
• Experience marketing accounts with multiple insurance carriers.
• Excellent communication, relationship-building, and customer service skills.
• Highly organized with strong attention to detail and time management.
• Comfortable working in a fast-paced environment while managing multiple priorities.
• Proficiency with agency management systems and Microsoft Office; experience with Applied Epic, AMS360, HawkSoft, or similar platforms is a plus.

Preferred Experience

• Middle Market and Large commercial accounts.
• Construction, Real Estate, Manufacturing, Hospitality, or other industry-specific experience is a plus.
• Experience independently managing a book of business with minimal supervision.
• Familiarity with digital workflows and modern agency technology.

What Our Client Offers

• Competitive base salary
• Comprehensive benefits package
• Hybrid work environment with flexibility for exceptional remote candidates
• Supportive, team-oriented culture
• Opportunities for professional growth and continuing education
• Modern technology and streamlined workflows designed to improve efficiency
• A stable, growing organization where your contributions make an immediate impact