Commercial Lines Account Manager

About Promark, A Division of Patriot Growth Insurance Services
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At Promark, we understand the important role insurance plays in providing clients and their businesses with financial security and peace of mind. Our state of the art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our first priority. Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 50 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients.

Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management. We are proud to be a division of Patriot Growth Insurance Services.

We are seeking a detail-oriented and client-focused Commercial Lines Account Manager to manage and retain a portfolio of commercial insurance accounts while delivering exceptional service and support. This role is responsible for overseeing client relationships, supporting renewals and remarketing efforts, managing policy servicing activities, and collaborating with Producers to ensure clients receive appropriate coverage solutions. The ideal candidate is proactive, highly organized, and experienced in servicing middle and large market commercial accounts within a fast-paced insurance environment.

This position plays a key role in supporting client retention, account growth, and overall service excellence

This is a full-time hybrid position reporting to our office located in Williamsville, NY

• Deliver responsive, high-quality service while building and maintaining strong relationships with clients, Producers, carrier partners, and internal team member
• Proactively service commercial accounts by addressing client concerns, responding to requests, and providing consultative support in a professional and timely manner
• Pre-qualify new business opportunities in accordance with agency guideline
• Process policy servicing activities including new business, endorsements, cancellations, registry transactions, binders, certificates, policies, and related documentation
• Support renewal and remarketing processes by evaluating exposures, coordinating with clients and Producers, and ensuring appropriate carrier placement and coverage recommendation
• Educate clients on insurance coverages, exclusions, exposures, and audit procedures while maintaining thorough documentation within agency system
• Provide technical support to Producers related to coverage analysis, renewal proposals, suspense items, and account servicing need
• Complete the application and submission process, including preparing proposals and applications, obtaining signatures, submitting documentation to insureds and carriers, and ensuring timely follow-u
• Review interim audit reports for accuracy and assist clients through audit-related processes
• Respond to incoming and outgoing client, carrier, and internal communications professionally, accurately, and within expected timeline
• Maintain accurate and consistent documentation within agency systems and electronic files in accordance with agency standard
• Take first reports of loss, coordinate carrier reporting, assign adjusters when appropriate, and document claim-related activity for internal claims handling team
• Identify cross-selling opportunities and refer clients to other departments when appropriate
• Address complex or escalated client situations with a…