Insurance Account Manager – Commercial & Personal Lines

Property & Casualty Insurance Account Manager - Commercial & Personal Lines

Location: Cincinnati OH

Job Type: Part-Time (balance of 2025) Full-time (January 5 2026)

Industry: Insurance / Risk Management

Position Summary:

Our insurance agency is seeking a highly experienced and client-focused Property & Casualty Insurance CSR/Account Manager to join our team servicing both Commercial Lines and Personal Lines accounts. The ideal candidate will have at least 8 years of experience in an independent insurance agency setting and a minimum of 3 years of hands-on experience using Applied EPIC.

In this role you will serve as the primary point of contact handling all aspects of client service coverage consultation policy renewals endorsements and marketing to carriers. Youll work collaboratively with producers underwriters and support staff to deliver best-in-class service to both commercial and personal lines clients.

Key Responsibilities:

Client Management

• Serve as the primary client relationship manager for assigned accounts in both personal and commercial lines.
• Respond promptly and professionally to client inquiries service requests and policy changes.
• Conduct annual reviews and proactively recommend coverage improvements or changes.
• Cross-sell to round out client accounts.

Policy Servicing

• Manage all aspects of the policy lifecycle including quoting binding issuing endorsements certificates and renewals.
• Process policy changes and communicate updates to clients and careers/brokers.
• Review insurance applications policies and endorsements for accuracy and completeness.

Applied EPIC Use

• Utilize Applied EPIC for all client documentation communication tracking task management and policy management.
• Ensure data integrity and proper documentation within the EPIC system.

Carrier Communication & Marketing

• Negotiate with carriers on behalf of clients to secure optimal terms and pricing.
• Prepare and submit accurate marketing submissions for new business and renewals.

Compliance & Documentation

• Maintain complete and accurate client files in accordance with agency standards and E&O requirements.
• Keep abreast of industry trends coverage changes and state/federal insurance regulations.

This job description is not an exhaustive list of duties and responsibilities and is subject to change at the employers discretion.

Qualifications:

• 8 years of experience working in a P&C independent insurance agency (required).
• 3 years of proven hands-on experience with Applied EPIC (required).
• Strong understanding of both Commercial and Personal Lines P&C products market awareness insurance laws and regulations.
• Active Property & Casualty insurance license (required).
• Proficiency in Microsoft Office Suite (Outlook Word Excel).
• Excellent client service skills.
• Proven ability to build relationships with clients & carriers/brokers.
• Exceptional attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Strong negotiation abilities.
• Robust problem-solving abilities.
• Ability to prioritize & manage multiple priorities in a fast-paced environment.
• Ethical conduct and integrity.
• Associate or bachelors degree (business degree preferred).

Work Environment & Benefits:

• Competitive salary
• Comprehensive benefits package including medical dental vision and 401k with company match (full-time only)
• Paid time off and holidays (full-time only)
• Supportive team culture with opportunities for growth and professional development.
• Work-Life balance
• Hybrid work schedule

We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on merit qualifications and business needs without regard to race color religion sex (including pregnancy gender identity and sexual orientation) national origin age disability genetic information veteran status or any other status protected by applicable federal state or local laws.

Required Experience:

Manager