Senior Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Senior Commercial Lines Account Manager to join a team. This role involves managing a diverse portfolio of mid‑to‑large commercial accounts, working closely with the President to ensure exceptional client service and account management. The ideal candidate will be a proactive, detail‑oriented professional with a strong background in commercial lines insurance and a passion for delivering outstanding results.

• Base Salary: $85,000 - $125,000 (commensurate with experience)
• Commission:
  Opportunities for referrals and cross‑selling
• Bonus:
  Performance‑based bonuses tied to book of business (new and renewal)
• Benefits:
  Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Manage a portfolio of mid‑to‑large commercial accounts, ensuring client satisfaction and retention.
• Handle all aspects of account management, including quoting, renewals, and endorsements (20% new business, 80% renewals).
• Collaborate with the President to manage their book of business, providing proactive support and follow‑up.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Utilize agency management systems such as EPIC, Total CSR, Cover Flow, and CSR
  24 to manage accounts efficiently.
• Stay updated on industry trends, carrier products, and market conditions to provide innovative solutions to clients.

• Licenses/Certifications:
  
  Property & Casualty (P&C) license required.
• Experience:
  
  Minimum of 5 years in commercial lines account management, with a focus on mid‑to‑large accounts. Candidates with less experience but significant expertise in large accounts will also be considered.
• Technical
  
  Skills:
  
  Proficiency in EPIC and other agency management systems is preferred.
• Soft Skills:
  • Tech‑savvy with the ability to quickly adapt to new systems and tools.
  • Strong customer service orientation and ability to build lasting client relationships.
  • Excellent communication and interpersonal skills.
  • Proactive, detail‑oriented, and able to work in a fast‑paced environment.
  • A team player with a "go above and beyond" attitude.