Job Description
Commercial Lines Account Manager
Job Summary:
Seeking an experienced Commercial Lines Account Manager to handle a book of high-end small business accounts with some middle-market accounts. This position involves direct client interaction requiring a polished professional presence and the ability to assess client needs while coordinating effectively with internal teams.
Responsibilities:
- Serve as the primary point of contact for assigned commercial clients managing relationships and ensuring client satisfaction.
- Assess client needs coverage gaps and risk exposures to recommend appropriate insurance solutions.
- Coordinate with internal teams and carriers to ensure timely processing of renewals endorsements certificates and policy changes.
- Prepare proposals presentations and summaries for client meetings.
- Collaborate with colleagues to deliver high-quality client service and maintain retention goals.
- Support marketing and renewal efforts by gathering required information and reviewing submissions for accuracy.
Qualifications/Requirements:
- 37 years of commercial lines account management experience preferably within an agency or brokerage setting.
- Active Property & Casualty license required.
- Experience with high-end small business accounts; some exposure to middle-market clients preferred.
- Strong client-facing communication and interpersonal skills.
- Proficiency with the EPIC agency management system strongly preferred.
- Exceptional professionalism organization and attention to detail.
- Ability to collaborate effectively with team members and maintain strong carrier relationships.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-BO1
Required Experience:
Manager
Job DescriptionCommercial Lines Account ManagerJob Summary:Seeking an experienced Commercial Lines Account Manager to handle a book of high-end small business accounts with some middle-market accounts. This position involves direct client interaction requiring a polished professional presence and th...
Job Description
Commercial Lines Account Manager
Job Summary:
Seeking an experienced Commercial Lines Account Manager to handle a book of high-end small business accounts with some middle-market accounts. This position involves direct client interaction requiring a polished professional presence and the ability to assess client needs while coordinating effectively with internal teams.
Responsibilities:
- Serve as the primary point of contact for assigned commercial clients managing relationships and ensuring client satisfaction.
- Assess client needs coverage gaps and risk exposures to recommend appropriate insurance solutions.
- Coordinate with internal teams and carriers to ensure timely processing of renewals endorsements certificates and policy changes.
- Prepare proposals presentations and summaries for client meetings.
- Collaborate with colleagues to deliver high-quality client service and maintain retention goals.
- Support marketing and renewal efforts by gathering required information and reviewing submissions for accuracy.
Qualifications/Requirements:
- 37 years of commercial lines account management experience preferably within an agency or brokerage setting.
- Active Property & Casualty license required.
- Experience with high-end small business accounts; some exposure to middle-market clients preferred.
- Strong client-facing communication and interpersonal skills.
- Proficiency with the EPIC agency management system strongly preferred.
- Exceptional professionalism organization and attention to detail.
- Ability to collaborate effectively with team members and maintain strong carrier relationships.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-BO1
Required Experience:
Manager
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