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Commercial Lines Account Manager

Job in Madison, New Haven County, Connecticut, 06443, USA
Listing for: CHOICE FINANCIAL GROUP LLC
Full Time position
Listed on 2026-09-16
Job specializations:
  • Insurance
    Insurance Agent & Advisor, Insurance Sales, Property Insurance
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

The Commercial Lines Account Manager manages aportfolio of commercial clients, ensuring their insurance programs are appropriately structured, competitively priced, and proactively serviced. Thisrole combines client relationship management, technical insurance expertise,and operational support to deliver an exceptional client experience while supporting account retention and growth.

Primary Responsibilities & Essential Functions Client Service & Account Management
  • Serveas the primary point of contact for commercial clients, addressing coverage questions, service requests, and policy inquiries.
  • Conduct account reviews to identify coverage gaps, emerging risks, and opportunities for improvement.
  • Buildand maintain strong client relationships through proactive communication and responsive service.
Policy Administration & Coverage Analysis
  • Prepare,process, and review new business, renewals, endorsements, certificates,and cancellations.
  • Analyze client exposures and recommend appropriate coverage solutions.
  • Ensure policy accuracy and compliance with agency and carrier guidelines.
Renewals, Marketing & Carrier Relations
  • Develop renewal strategies based on client needs, market conditions, and carrier appetite.
  • Market accounts, negotiate terms with carriers, and present coverage proposals toclients.
  • Partner with producers to support client retention and account growth.
Documentation, Compliance & Team Support
  • Maintain accurate client records within the agency management system.
  • Ensure compliance with regulatory, agency, and carrier requirements.
  • Track policy activity, deadlines, and outstanding items to ensure timely completion.
  • Collaborate with producers, account executives, and service teams to deliver seamless client service.
  • Support client onboarding, account transitions, and agency initiatives.
Qualifications Required
  • Active Property & Casualty insurance license.
  • Experience in commercial property and casualty insurance account management.
  • Strong knowledge of commercial lines coverages, including General Liability,Property, Auto, Workers' Compensation, Umbrella, and Cyber.
  • Excellent communication, organizational, problem-solving, and multitasking skills.
Preferred
  • Professional designations such as CIC, CISR, CRM, or ARM.
  • Experience with mid-market or large commercial accounts.
Core Competencies
  • Client focus
  • Attention to detail
  • Analytical thinking
  • Negotiation and carrier relationship management
  • Time management
  • Team collaboration
  • Adaptability
Benefits
  • Employee health, dental, vision
  • 401(k) retirement plan
  • Employer-paid group life insurance
  • Paid time off
  • Paid holidays
  • Paid bereavement leave
  • Gym reimbursement
  • Employee referral bonus program
  • Professional growth within a respected insurance agency
Working Conditions

In-office work is preferred; hybrid work may be available following successful onboarding and demonstration of core competencies.

This position operates in a professional office environment and routinely uses standard office equipment. Occasional movement throughout the office may be required to access files and equipment.

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