Commercial Lines Account Manager​/Operations

Position Summary

The Commercial Lines Account Manager is responsible for managing and servicing a designated book of commercial insurance clients. This role ensures exceptional client experience through responsive communication, accurate policy management, and proactive coverage recommendations. The Account Manager works closely with producers, carriers, and internal team members to maintain strong relationships and support business retention and growth.

• Serve as the primary point of contact for assigned commercial insurance clients.
• Respond promptly to client inquiries regarding coverage, billing, certificates, claims, and policy changes.
• Build and maintain strong, professional relationships with clients, producers, and underwriters.
• Provide proactive risk-management recommendations and identify coverage gaps.

• Process endorsements, cancellations, reinstatements, and policy changes.
• Prepare and deliver policy summaries, proposals, and renewal documents.
• Manage renewal timelines, including marketing accounts, gathering updated exposures, and negotiating terms with carriers.
• Review policies and endorsements for accuracy and resolve discrepancies with carriers.

• Maintain a thorough understanding of commercial lines coverages.
• Ensure all client files and policy documents meet agency and regulatory standards.
• Assist clients with claims reporting and follow-up as needed.
• Maintain accurate and organized records in the agency management system.

• Partner with producers to support retention and expansion of accounts.
• Mentor junior staff or account assistants when applicable.
• Participate in internal meetings, training, and process improvement initiatives.

• Experience in commercial insurance account management (typically 2–5+ years).
• Active Property & Casualty Insurance License.
• Strong knowledge of commercial coverages, underwriting guidelines, and carrier products.
• Excellent communication, problem‑solving, and customer‑service skills.
• Proficiency with agency management systems and Microsoft Office.
• Ability to manage multiple tasks, prioritize deadlines, and work independently.

• Detail-oriented with strong organizational abilities.
• Positive, client-focused attitude and professional demeanor.
• Ability to work in a fast-paced, team-driven environment.
• Comfortable navigating carrier portals and digital workflows.

Full-time position; may offer hybrid/remote flexibility depending on company policy.

Occasional travel for client meetings or carrier visits (if required).