Talent Community Commercial Lines Account Manager

The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. We are looking to build a pipeline of experienced and up-and-coming Account Managers located in either Pacific or Mountain Time Zones for our Commercial Lines department. This role is perfect for someone with a background in Property & Casualty (P&C) insurance and experience using Applied EPIC software.

At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We're redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB-your Joy of Being.

We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.

Account Managers provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. You will handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. You will also support company growth by working with producers, management, and other personnel on special projects or duties as directed.

• 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 account management system per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• 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. 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 to avoid 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. , certs, 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 system 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…