Commercial Lines Account Manager (Small Commercial / Select Business Unit)

Job Summary

Seeking two dedicated and experienced Commercial Lines Account Managers to join a team. The roles are available in two areas: Small Business Unit (SBU) and Middle Market. If you are tech-savvy, organized, and eager to grow in a dynamic environment, encourage you to apply.

Compensation Package

• SBU Role: $60,000 annually
• Middle Market Role: $55,000 - $60,000 annually (vendor certificate experience required)
• Comprehensive benefits package, including:
  • Medical, Dental, and Vision Insurance
  • Flexible Spending Account (FSA) / Health Savings Account (HSA)
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Employee Assistance Program (EAP)
  • Paid Parental Leave
  • Paid Holidays
  • Personalized Unlimited PTO

Responsibilities

• Manage and service a portfolio of commercial accounts within the Small Business Unit or Middle Market.
• Handle vendor certificates and ensure compliance with client requirements.
• Utilize Applied Epic software to manage client information and workflows efficiently.
• Provide responsive and organized client service, addressing inquiries and resolving issues promptly.
• Collaborate with team members to ensure seamless onboarding and training for new clients.
• Maintain accurate records and documentation in compliance with company policies and industry standards.

Qualifications/Requirements

• Active Property & Casualty (P&C) License is required.
• Experience with vendor certificates is mandatory for the Middle Market role.
• Proficiency in Applied Epic software is highly preferred.
• Previous experience as an assistant or seasoned Commercial Lines Customer Service Representative (CSR) is ideal.
• Strong organizational skills and attention to detail.
• Tech-savvy with the ability to adapt to new systems and processes.
• Eager to learn, grow, and contribute to a collaborative team environment.
• Excellent communication and client service skills.

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