Commercial Lines Account Manager

Position Summary

The Liberty Company Insurance Brokers partners with The Budde Agency in Amityville, NY, is seeking an experienced Commercial Lines Account Manager for an in-office, hybrid role or fully remote position in EST.

The Liberty Company offers competitive compensation, a generous benefit package, 401(k) with match, access to wellness programs, and an award‑winning company culture that encourages employees to find their JOB (Joy of Being).

• Primarily responsible for small to mid‑size commercial lines accounts.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Set up and prepare new account files in the account management system per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producers of any unpaid audits in a timely manner and request appropriate actions be taken according to carrier audit guidelines and time frames.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including , evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed.
• Evaluate and recommend additional coverage based on client needs and quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports—Aged Receivable, renewal/expirations, and Suspense reports—in a timely manner.

• Service company and clients in a manner that avoids potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e‑mails within an acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g., , certificates, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system.
• Utilize account management system suspense functions to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Stay current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

• $50,000 – $80,000 annually

• High school diploma or equivalent required; college degree preferred.
• Active DOI P&C License required.
• Professional designation is a plus.
• Knowledge of AMS
  360 agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance products.
• P & C License in NY required;
  Life License is a plus.
• Qualified applications with arrest or conviction records will be considered for employment. For positions requiring a state insurance license, applicants must meet the state licensing requirements, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting insurance business under Title 18 U.S. Code §§ 1033 and 1034.