Commercial Lines Account Manager

Commercial Lines Account Manager

Seeking a motivated, detail-oriented, and customer-focused Commercial Lines Account Manager to manage and service a portfolio of commercial insurance accounts. This role involves providing exemplary customer service, ensuring business insurance needs are met with expertise, and delivering tailored solutions. The ideal candidate excels in building strong relationships and demonstrating in-depth knowledge of commercial insurance products.

• Manage, retain, and grow a portfolio of commercial insurance clients by fostering trust-based relationships.
• Serve as the primary point of contact for client inquiries, policy changes, claims support, and overall account management.
• Assess clients’ risk exposures and insurance needs to recommend suitable coverage options and ensure proper risk management solutions are implemented.
• Collaborate with insurance carriers to negotiate coverage terms, pricing, and policy renewals.
• Prepare and deliver insurance proposals, renewals, and presentations professionally and effectively.
• Evaluate and respond to client service issues promptly to ensure satisfaction.
• Stay current on industry trends, regulations, company products, and market conditions.
• Maintain accurate and detailed documentation of client communications, policy details, and service actions in the agency management system.
• Collaborate with Account Executives, Producers, and other team members to support cross-functional account management strategies.
• Identify opportunities to upsell and cross-sell additional insurance products to meet clients’ evolving needs.

• 2-5 years of experience in commercial insurance account management or a similar role.
• Holds an active P&C (Property and Casualty) insurance license.
• Knowledge of commercial insurance lines, including coverage types such as liability, property, workers’ compensation, and others.
• Proven ability to deliver exceptional client service with a solutions-focused approach.
• Strong interpersonal and communication skills, with professional email and phone etiquette.
• Highly organized, with attention to detail and the ability to manage multiple accounts and deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with insurance agency management software is a plus.
• Problem-solving and negotiation skills with the ability to resolve conflicts.
• Team-oriented, adaptable to change, and committed to continuous learning.

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.