Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a full-service independent insurance agency specializing in professional liability and medical malpractice coverage. This role is responsible for managing a diverse portfolio of commercial lines accounts, with a strong emphasis on professional liability for clients such as physician offices and legal professionals. The position requires a service-focused professional who thrives in a dynamic environment and is committed to delivering exceptional client support.

Compensation Package

• Salary Range: $50,000 - $65,000 per year, with bonus potential.
• Benefits: Comprehensive benefits package, including health insurance.
• Work Arrangement: Hybrid model – 2 days in-office, 3 days remote (more in-office presence required during initial training).

Responsibilities

• Manage a portfolio of commercial lines accounts, with a focus on professional liability and medical malpractice insurance.
• Handle all aspects of account servicing, including issuing ID cards, processing endorsements, certificates, and binders.
• Provide exceptional customer service to clients, ensuring their insurance needs are met efficiently and effectively.
• Quote new and renewal business, ensuring competitive and accurate pricing.
• Collaborate with team members to ensure seamless service delivery.
• Utilize agency management software (Epic preferred) to maintain accurate client records and documentation.

Qualifications/Requirements

• Minimum of 4 years of experience in servicing commercial lines accounts.
• Active Property & Casualty (P&C) license preferred.
• Experience with professional liability and medical malpractice insurance is highly desirable.
• Proficiency in using agency management software; experience with Epic is a plus.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work both independently and collaboratively in a team environment.
• Must be comfortable with a hybrid work schedule and willing to be in-office more frequently during the training period.

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