Commercial Lines Account Manager | Small Business

Commercial Lines Account Manager/Account Assistant

Seeking a dedicated and detail-oriented Commercial Lines Account Manager/Account Assistant to join a growing team. This role is a fantastic opportunity for an experienced professional to manage a diverse portfolio of small business accounts providing exceptional service and support. The ideal candidate will have a strong background in commercial lines excellent organizational skills and a passion for delivering outstanding client experiences. This position offers a hybrid work schedule with initial onsite training followed by a flexible remote work arrangement.

• Salary Range: $60000 - $80000 per year
• Bonuses: Quarterly bonuses and profit sharing
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

• Manage a book of business worth approximately $5 million in premium primarily consisting of small business accounts.
• Provide A-Z servicing for accounts including new business (90%) and renewal business (10%).
• Collaborate with other Account Managers to ensure seamless client support.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Build and maintain strong relationships with clients ensuring their insurance needs are met.
• Assist with policy changes endorsements and claims processing as needed.
• Support the team in achieving growth objectives and contributing to the agencys long-term goals.

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in an agency setting with a focus on commercial lines.
• Technical Skills: Proficiency in EPIC software strongly preferred.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.
• Soft Skills:
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with a commitment to accuracy.
  • Ability to work collaboratively in a team-oriented environment.
  • Proactive problem-solving skills and a customer-focused mindset.

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