Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in managing and servicing a book of business, ensuring operational excellence, and maintaining high levels of customer satisfaction. The ideal candidate will be a self-starter with a strong background in commercial lines insurance, independent agency experience, and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $52,000 to $72,800 annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Account and Renewal Management: Prepare renewals 30-60 days in advance and ensure at least 85% book retention.
• Opportunity Identification and Sales Coordination: Identify five or more new business opportunities per month.
• Service Quality and Operational Excellence: Complete midterm service requests within 24-48 business hours and maintain accurate record-keeping in Applied Epic.
• Book of Business Management: Manage a book of business with $850k in premium across 450 accounts, primarily mid-market accounts with premiums under $20k.
• Reporting and Data Integrity: Conduct monthly policy cancellation reporting and ensure data accuracy in Applied Epic.
• Collaboration: Work closely with the Commercial Lines Director and other team members to achieve departmental goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: 2-3 years of experience in commercial lines insurance within an independent agency or brokerage.
• Technical Skills: Proficiency in Applied Epic software is highly preferred.
• Soft Skills: Strong organizational skills, attention to detail, customer-focused mindset, ability to work independently, and excellent communication skills.

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