Job Description
Commercial Lines Account Manager
Job Summary
A full-time Commercial Lines Account Manager opportunity is available for a motivated insurance professional with strong communication skills and a desire to build long-term client relationships. This role focuses on servicing and retaining small commercial lines accounts with an emphasis on real estate-related risks. The ideal candidate is detail-oriented client-focused and comfortable managing multiple priorities in a fast-paced agency environment.
Responsibilities
- Serve as the primary point of contact for assigned clients responding to inquiries providing proactive support and fostering strong relationships to support retention
- Manage day-to-day servicing activities for assigned accounts including policy changes endorsements certificates binders billing inquiries and related documentation
- Oversee renewal workflows by preparing applications marketing renewals and negotiating coverage terms to prevent lapses in coverage
- Analyze client exposures and recommend appropriate insurance solutions for new and renewal business
- Maintain accurate and compliant account documentation within the agency management software
- Collaborate with carriers underwriters and internal teams to negotiate terms pricing and endorsements while appropriately delegating administrative tasks
Qualifications/Requirements
- Holds an active P&C (Property and Casualty) insurance license
- At least two years of experience servicing small commercial lines accounts within an independent insurance agency environment
- Experience working with real estate-related commercial risks
- Strong attention to detail organizational skills and ability to manage competing deadlines
- Proficiency with agency management software and standard office technology
Preferred Qualifications
- High school diploma or equivalent
- Active P&C license in Texas
- Professional designations such as CIC or CISR
- Experience with AMS360 or similar agency management systems
- Working knowledge of common business applications including document management and electronic signature tools
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-BC2
Required Experience:
Manager
Job DescriptionCommercial Lines Account ManagerJob SummaryA full-time Commercial Lines Account Manager opportunity is available for a motivated insurance professional with strong communication skills and a desire to build long-term client relationships. This role focuses on servicing and retaining s...
Job Description
Commercial Lines Account Manager
Job Summary
A full-time Commercial Lines Account Manager opportunity is available for a motivated insurance professional with strong communication skills and a desire to build long-term client relationships. This role focuses on servicing and retaining small commercial lines accounts with an emphasis on real estate-related risks. The ideal candidate is detail-oriented client-focused and comfortable managing multiple priorities in a fast-paced agency environment.
Responsibilities
- Serve as the primary point of contact for assigned clients responding to inquiries providing proactive support and fostering strong relationships to support retention
- Manage day-to-day servicing activities for assigned accounts including policy changes endorsements certificates binders billing inquiries and related documentation
- Oversee renewal workflows by preparing applications marketing renewals and negotiating coverage terms to prevent lapses in coverage
- Analyze client exposures and recommend appropriate insurance solutions for new and renewal business
- Maintain accurate and compliant account documentation within the agency management software
- Collaborate with carriers underwriters and internal teams to negotiate terms pricing and endorsements while appropriately delegating administrative tasks
Qualifications/Requirements
- Holds an active P&C (Property and Casualty) insurance license
- At least two years of experience servicing small commercial lines accounts within an independent insurance agency environment
- Experience working with real estate-related commercial risks
- Strong attention to detail organizational skills and ability to manage competing deadlines
- Proficiency with agency management software and standard office technology
Preferred Qualifications
- High school diploma or equivalent
- Active P&C license in Texas
- Professional designations such as CIC or CISR
- Experience with AMS360 or similar agency management systems
- Working knowledge of common business applications including document management and electronic signature tools
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-BC2
Required Experience:
Manager
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