Commercial Lines Account Manager

Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to maintaining and growing commercial insurance accounts with a focus on providing exceptional customer service and ensuring the accuracy and efficiency of policy management. The ideal candidate will have a strong background in commercial insurance excellent communication skills and a team-oriented mindset. This position offers a hybrid work environment with the flexibility to work from home three days a week.

Compensation Package

• Salary: $65000 - $80000 annually based on experience
• Bonus: Annual performance-based bonus tied to agency success
• Benefits:
  • Competitive benefits package 401(k) paid time off professional development opportunities etc.
  • Coverage for continuing education expenses
• Work Environment: Hybrid (3 days remote 2 days in-office)

Responsibilities

• Maintain accurate records within the agency management system and electronic files.
• Provide exceptional customer service to build and maintain positive client relationships.
• Communicate professionally and effectively with clients and insurance carrier representatives.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings as needed.
• Review all renewal and new business policies for accuracy and request corrections as necessary.
• Handle billing premium financing and non-payment processing and follow-up.
• Process policy change requests and audits ensuring timely endorsement follow-up and billing.
• Oversee the issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Utilize insurance carrier online systems efficiently.
• Market new and renewal business including market selection online rating submissions and coverage analysis.
• Field calls regarding claims direct clients to the appropriate carrier for submitting claims and assist clients with claim-related questions (50-60% of the role).

Qualifications/Requirements

• Active Property & Casualty (P&C) insurance license.
• 3-5 years of demonstrated knowledge and experience in commercial insurance including claims exposure.
• Proficiency in Microsoft Office Suite.
• Familiarity with agency management software is preferred.
• Strong interpersonal and communication skills (both oral and written).
• Ability to establish and maintain effective working relationships with peers and clients.
• A positive team-oriented attitude with a willingness to grow and contribute to the companys success.

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