Commercial Lines Account Manager
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Job Location:
Lititz, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
POSITION SUMMARY:
We are seeking a detail-oriented client-focused professional to support and grow our commercial insurance book of business. This role blends customer service with proactive inside sales requiring strong product knowledge exceptional follow-up and the ability to build trust-based relationships with business clients.
RESPONSIBILITIES AND DUTIES:
Client Service & Account Management
- Serve as a primary point of contact for commercial insurance clients providing accurate timely and professional support
- Provide clear explanations of coverages policies endorsements billing and certificates
- Maintain precise up-to-date client records and documentation
- Prepare and deliver confirmations receipts and policy documents
- Identify coverage gaps risk exposures and discrepancies escalating concerns as appropriate
- Ensure all work meets carrier agency and regulatory standards
- Develop and maintain thorough knowledge of commercial insurance products and services
- Follow established workflows procedures and quality standards
- Review policies endorsements and proposals for accuracy and completeness
- Follow up on delegated tasks renewals endorsements and outstanding items
- Support risk mitigation through careful review and attention to detail
- Take ownership of assigned accounts and deliver high-quality final results
Inside Sales & Relationship Support
- Proactively follow up on quotes proposals and client communications
- Support new business and renewal sales through education explanation and value-based conversations
- Confidently discuss insurance solutions that protect clients businesses and livelihoods
- Build rapport and trust through consistent encouraging and responsive service
- Serve as a positive professional voice of the agency in client interactions
Ideal Traits & Work Style
- Highly detail-oriented with a strong commitment to accuracy and quality
- Comfortable working within structured processes and established standards
- Naturally organized and dependable with strong follow-through
- Confident and engaging communicator who builds cooperative relationships
- Motivated by helping clients understand and value insurance solutions
- Supportive encouraging presence with both clients and teammates
Qualifications
- Commercial insurance experience preferred
- Licensing required or willingness to obtain
- Strong written and verbal communication skills
- Ability to manage multiple priorities while maintaining precision
- Proficiency with agency management systems and standard office technology
Key Skills
- Administration
- Facilities Management
- Advocacy
- Aerospace
- Cloud Computing
- Back Office
