Commercial Insurance Account Manager

Commercial Lines Account Manager (CL AM)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager (CL AM) to join a team. This role involves managing a $2.4 million book of business, consisting of approximately 240 accounts across industries such as contractors, construction, transportation, restaurants, and habitational. The ideal candidate will thrive in a customer-focused, laid-back environment that values work-life balance, family, and teamwork. This is an in-office position with flexibility for hybrid work arrangements after the training period.

Compensation Package

• Salary Range: $60,000 - $75,000 annually (up to $80,000 for exceptional candidates)
• Bonuses: Annual performance-based bonuses
• Health Benefits: 50% of employee premium covered, effective the 1st of the month after 30 days
• PTO: Unlimited time off policy, subject to prior approval and responsible usage
• Work Schedule: Flexible hours (e.g., 7-4, 8-5, 9-6); Summer Fridays with half-day or remote options

Responsibilities

• Manage the book of business from A-Z, including new and renewal business
• Collaborate with producers to bind accounts with carriers
• Issue certificates, process policy changes, and upload information into EPIC
• Handle renewal updates and remarket renewals as needed
• Build and maintain strong relationships with clients and carriers
• Ensure timely and accurate documentation of all account activities

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required; CISR or CIC designation is a strong plus
• Experience: Minimum of 2+ years in a similar role
• Software Proficiency: Experience with EPIC is required
• Soft Skills: Team player, strong relationship-building abilities, and excellent organizational skills
• Work Environment: Must be able to work in-office during the training period, with potential for hybrid arrangements thereafter

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