Commercial Lines Account Manager

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President and Partner at JL Connects | Bringing People Together

Job Overview

This position plays a pivotal role in servicing small market commercial insurance accounts within the Property & Casualty team, under the guidance of the Director of Client Services. Responsibilities include coordinating complex policy transactions, maintaining detailed and accurate records, and providing high-level client support. The role requires close collaboration with underwriters, Account Executives, and clients to ensure seamless delivery of customized insurance solutions.

Key Responsibilities

• Manage assigned commercial accounts, including quotes, coverage changes, renewals, and certificates
• Review policies and documents for consistency and compliance
• Communicate with clients and underwriters to address inquiries and gather information
• Prepare vehicle , process policy transactions, and support certificate issuance
• Analyze insurance-related contract requirements
• Assist Account Executives, complete special projects, and uphold confidentiality standards
• Provide excellent customer service and contribute positively to the team environment

Qualifications

• Ideally Bachelor’s degree in Risk Management, Business, Finance, or a related field (preferred) or equivalent experience
• Active and valid State of Michigan Property & Casualty Insurance License
• 2+ years of experience in commercial insurance account management, ideally handing small market accounts
• Strong knowledge of middle market insurance products and carrier relationships
• Proficiency with MS Office Suite, AMS
  360 and Image Right; will consider experience with related agency management systems
• Excellent negotiation, communication, and interpersonal skills

Seniority level

• Seniority level
  
  Not Applicable

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Business Development
• Industries Insurance Agencies and Brokerages

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Inferred from the description for this job

401(k)

Disability insurance

Medical insurance

Vision insurance

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