Commercial Lines Account Manager

Schedule: Onsite | Monday–Friday, 8:00 AM–5:00 PM

Salary: $65,000–$80,000 (based on experience)

Bonus: 5% discretionary bonus

Department: Commercial Lines

Benefits: Comprehensive medical, dental, and vision coverage; 401(k) with company match; paid vacation and holiday, etc.

This is an opportunity to join a growing, nationally respected insurance brokerage and risk advisory organization that provides customized commercial insurance solutions to a diverse portfolio of middle‑market and large business clients. The firm is known for its strong client relationships, collaborative service model, and long‑term employee development. You’ll play a key role supporting client retention, risk strategy, and insurance program management while working alongside experienced producers, carrier partners, and service teams within a stable and expanding organization.

• Serve as the primary relationship manager for assigned commercial insurance clients, providing ongoing guidance on coverage strategy, risk exposures, and policy structure.
• Partner with clients to develop and implement tailored insurance and risk management programs aligned with their business objectives.
• Lead renewal and remarketing efforts, including preparing submissions, negotiating with carriers, and ensuring competitive coverage placement.
• Develop client proposals, coverage comparisons, loss analysis summaries, and insurance program recommendations.
• Coordinate and prepare insurance documentation including binders, certificates, policies, endorsements, and coverage schedules.
• Support claims processes by assisting clients with reporting, carrier communication, and follow-up coordination.
• Conduct policy reviews, audits, and renewal consultations to verify accuracy and proactively resolve discrepancies.
• Collaborate with producers, underwriters, carriers, and internal service teams to deliver high-quality client service.
• Stay informed on industry trends, regulatory updates, and emerging insurance products to strengthen client advisory capabilities.
• Identify opportunities to improve service workflows, client communication, and operational efficiency.

• Active Property & Casualty license required. Professional designations such as CIC, CPCU, ARM, or AINS are strongly preferred.
• Minimum 5+ years of commercial lines account management experience.
• Strong knowledge of commercial insurance products, underwriting processes, and insurance markets.
• Excellent analytical, problem-solving, and communication skills.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Ability to travel to client locations as needed.
• Bilingual Spanish/English is a plus in some locations.