Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role is pivotal in managing a book of commercial lines accounts, ensuring exceptional client service, and maintaining strong relationships with clients and carriers. The ideal candidate will have a proven track record in handling a variety of commercial accounts, possess a Property & Casualty (P&C) license, and demonstrate excellent communication and organizational skills.

• Salary Range: $65,000 - $75,000+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Manage a book of commercial lines accounts, handling renewals, marketing, and ongoing service needs from start to finish.
• Serve as a trusted advisor to clients, providing guidance on policy coverages, contract compliance, claims coordination, and carrier communications.
• Prepare proposals, applications, and policy documents, including Acord forms, binders, certificates, and invoices.
• Quote and remarket accounts, negotiate with carriers, and present competitive solutions to clients.
• Maintain organized and accurate documentation in the agency management system in accordance with agency standards.
• Collaborate with underwriters, producers, and internal teams to meet deadlines and ensure proactive, accurate service.
• Interpret insurance certificate language and ensure client deliverables meet contractual obligations.

• Licenses/Certifications:
  
  Active Property & Casualty (P&C) license is required.
• Experience:
  
  Minimum of 3 years of experience managing a variety of commercial accounts.
• Technical
  
  Skills:
  
  Familiarity with Agency Matrix software is preferred; experience with Epic is a plus.
• Soft Skills:
  • Professional demeanor
  • Strong communication skills
  • Accountability and reliability
  • Team-oriented mindset
  • Ability to work collaboratively and effectively