Senior Commercial Lines Account Manager

Job Title: Sr. Commercial Lines Account Manager

Skills: Account Management, Property and Casualty Insurance, Applied Epic, Client Relations, Policy Servicing

Step into a dynamic environment at a leading Insurance firm dedicated to client success and professional excellence. Our client-focused team in San Antonio, Texas, is passionate about providing top-tier service to commercial lines customers. This opportunity enables you to build lasting relationships, manage diverse accounts, and advance your career while contributing to a collaborative and growth-oriented workplace.

• Manage and service a portfolio of commercial lines clients, prioritizing retention and strong relationship-building.
• Accurately prepare renewals, endorsements, certificates, and policy summaries in a timely manner.
• Market new and renewal business to insurance carriers, negotiating favorable terms and pricing for clients.
• Deliver prompt, professional communication and guidance to clients regarding coverage options, claims, and policy changes.
• Collaborate effectively with producers, underwriters, and support teams to ensure a seamless client experience.

• Active Property & Casualty License.
• Minimum of 3 years’ experience in commercial insurance account management.
• Strong organizational and multitasking abilities with a keen attention to detail.
• Excellent verbal and written communication skills.
• Demonstrated client-first mindset and service orientation.

• Proficiency with Applied Epic, AMS
  360, or similar agency management systems.
• Experience marketing new and renewal business to a wide range of carriers.
• Familiarity with policy analysis, endorsements, and advanced servicing procedures.
• Commitment to ongoing professional development and continuing education.
• Ability to thrive in a collaborative, team-focused environment.