Commercial Lines Account Manager
Listed on 2026-10-17
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Insurance
Insurance Agent & Advisor, Insurance Sales
We’re hiring a Commercial Lines Account Manager to join a collaborative, high-performing insurance team supporting a strong book of commercial clients. This is not a transactional service role, it’s a relationship-driven position where you’ll partner with Producers and carriers to deliver smart coverage solutions and an exceptional client experience.
If you enjoy working as part of a team, taking ownership of your accounts, and being valued for your insurance expertise, this role offers the right mix of stability, growth, and impact.
What You’ll Do
- Be a key partner to Producers in managing and growing a shared book of commercial clients
- Serve as the primary day-to-day contact for policy changes, certificates, claims support, and coverage questions
- Lead renewal preparation 90–120 days ahead of expiration, including reviewing carrier terms and marketing when needed
- Prepare renewal comparisons and coverage recommendations
- Analyze policies, contracts, and exposures to ensure clients are properly protected
- Identify coverage gaps and recommend additional or enhanced solutions
- Prepare and verify applications, proposals, and policy documents
- Maintain clean, accurate client records in the agency management system
What Success Looks Like
- Clients feel supported, informed, and confident in their coverage
- Renewals run smoothly with no surprises
- Producers view you as a strategic partner
- The team operates efficiently and collaboratively
Why This Role Stands Out
- You’ll work in a true team environment, not a silo
- You’ll support quality commercial clients
- You’ll be valued as a coverage professional, not just an administrator
- You’ll have ownership, visibility, and career growth
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.
- 5+ years of experience working in the insurance industry in a similar role.
- Strong knowledge of policy renewals, quoting, handling claims processing, issuing certificates of liability, and resolving client inquiries.
- Experience advising clients on policy changes and coverage options to optimize protection.
- Ability to interpret and analyze contracts to ensure adequate customer coverage.
- Proficiency in using insurance carrier websites, agency management systems (EPIC strongly desired), and other digital tools for policy management.
- Strong attention to detail with the ability to compare quotes, analyze data, and make recommendations.
- Exceptional communication skills, both written and verbal, with a professional and customer-first mindset.
- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Experience participating in client meetings, marketing strategy discussions, and cross-team collaborations.
If you’re a Commercial Lines Account Manager who wants to be part of a supportive, growth-focused agency, we’d love to connect!
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