Commercial Lines Insurance Account Manager

The Heritage Group is seeking a knowledgeable, organized, and client-focused Commercial Lines Insurance Account Manager to join our growing agency.

In this role, you will serve as a trusted point of contact for commercial clients, helping them navigate coverage questions, policy changes, renewals, billing matters, and claims. You will work closely with clients, producers, underwriters, carrier representatives, and other members of our service team to deliver timely, accurate, and professional support.

The ideal candidate is an experienced insurance professional who takes ownership of client needs, communicates clearly, follows through consistently, and understands the importance of accuracy in every transaction.

What Success Looks Like

A successful Commercial Lines Insurance Account Manager at The Heritage Group:

• Develops trusted, professional relationships with clients.

• Responds promptly and communicates clearly.

• Takes ownership of client requests through completion.

• Anticipates renewal needs rather than waiting for deadlines to become urgent.

• Produces accurate, complete, and well-documented work.

• Identifies missing information and potential coverage concerns.

• Explains complex insurance matters in language clients can understand.

• Keeps producers and team members informed of important account developments.

• Remains organized and solutions-focused when priorities change.

• Contributes positively to the agency’s client service standards and team culture.