Commercial Lines Account Manager

 

Responsibilities:

• Deliver prompt, accurate, and courteous client service by phone, email, and in-person.
• Manage carrier downloads, expiration reports, renewals, and remarketing as needed.
• Issue certificates, evidences of insurance, and process new business files.
• Assist with coverage questions, billing, payments, and policy changes.
• Ensure compliance with underwriting requirements and agency E&O guidelines.
• Conduct policy reviews, prepare replacement cost estimates, and identify cross-sell opportunities.
• Maintain accurate records in agency management software and track outstanding requests.
• Report and coordinate claims, keeping clients updated on status.
• Provide phone support and new business data collection as assigned.
• Perform other duties as company needs evolve.

 

Requirements:

• Minimum 3+ years of commercial insurance experience in a retail agency environment.
• Holds an active P&C (Property and Casualty) insurance license.
• Experience with agency management software preferred; familiarity with ACORD applications and carrier supplementals required.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office products, particularly Teams, Word, Outlook, and Excel.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

#LI-TS2
#INDTJ-ST