Commercial Lines Account Manager

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$75,000.00/yr - $82,000.00/yr

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Workplace Model: Hybrid

Position Summary

We are seeking a client-focused Commercial Lines Account Manager to serve as a cornerstone of our client’s customer success strategy. In this role, the Account Manager will cultivate and maintain strong, trusted relationships with the agency’s valued clients. This position requires exceptional responsiveness, urgency, and professionalism to address client needs with precision and care. From managing policy renewals to providing expert coverage recommendations, this role is instrumental in delivering tailored solutions and outstanding service that ensures client satisfaction and retention.

Our client is a well-established, highly respected insurance brokerage known for their exceptional culture. They offer a comprehensive benefits package, including 20 days of PTO, 401(k) match, competitive compensation, and the flexibility of a hybrid work environment. It’s a company where your contributions are valued and your work-life balance truly matters.

Primary Responsibilities

Customer Relationship Building

• Build and strengthen relationships with key customers on behalf of our client, demonstrating a commitment to urgency and responsiveness.
• Deliver exceptional customer service by addressing inquiries, handling policy changes, processing claims, issuing certificates of insurance, and more.

Professional and Strategic Communication

• Respond to client inquiries with professionalism and clarity, ensuring seamless communication on behalf of our client.

Proactive Renewal and Marketing

• Collaborate with Producers in monthly strategy meetings (90–120 days before policy expiration) to review renewals, identify significant changes, and refine client strategies.
• Prepare and submit applications to carriers for quotes, ensuring clients receive a comprehensive range of options.
• Analyze and compare quotes, creating detailed marketing comparisons and recommending the best solutions to Producers or clients.

Proposal and Policy Management

• Draft and deliver compelling renewal proposals as required for our client’s customers.
• Ensure policies received from carriers are accurate, compliant, and aligned with client needs.

Coverage Analysis

• Review contracts to confirm clients have appropriate coverage.
• Assess existing policies and recommend additional beneficial coverages tailored to client needs.
• Collaborate across departments to identify and promote additional agency services on behalf of our client.

Administrative and Cross-Team Collaboration

• Support accounts receivable efforts as needed.
• Gain expertise in each carrier’s product offerings, underwriting guidelines, and online platforms.
• Stay ahead of market trends and changes to deliver informed recommendations.
• Join customer or carrier meetings alongside Producers to enhance client relationships.
• Share insights and mentor team members to foster a collaborative learning environment.
• Organize and maintain client documentation in the agency’s management system.

Desired Experience

The ideal candidate will have a strong background in commercial insurance account management, with the ability to build client relationships, manage policies efficiently, and provide strategic insurance solutions.

• Insurance Expertise: 5+ years of experience in the insurance industry with proven success managing commercial accounts.
• Policy & Client Management: Skilled in renewals, quoting, claims processing, issuing certificates, handling client inquiries, and advising on policy changes to optimize coverage.
• Contract & Coverage Analysis: Ability to interpret and analyze contracts, evaluate options, and ensure clients have adequate protection.
• Technical Proficiency: Experienced with carrier websites, agency management systems (EPIC strongly preferred), and other digital policy management tools.
• Analytical &…