Job Summary

Seeking a highly skilled and professional Commercial Lines Account Manager to join a growing team. This role offers an exciting opportunity to manage a portfolio of small to mid-sized commercial accounts, delivering exceptional service and building strong client relationships. The ideal candidate will have a proven track record in managing accounts end-to-end, a proactive approach to client service, and a commitment to operational excellence.

Compensation Package

Salary: $100,000 - $125,000 annually, plus 2.5% commission on all renewal business.
401(k): 4% company match.
Comprehensive benefits package available.

Responsibilities

Manage a portfolio of commercial clients across various coverages, including General Liability, Property, BOP, Workers’ Compensation, Auto, EPLI, Cyber, and related policies.
Oversee the renewal process with a proactive approach, ensuring clients are informed of all options and tradeoffs.
Provide expert advisory services to small and medium-sized business owners while handling day-to-day service needs such as endorsements, certificates, claims support, and compliance requests.
Collaborate with placement specialists and producers to effectively market accounts, ensuring smooth handoffs and driving retention and cross-sell opportunities.
Contribute to the development and improvement of workflows, checklists, templates, and service standards as the team scales.
Leverage technology and automation tools to enhance efficiency and maintain personalized client communication.
Maintain accurate documentation and operational discipline within the Agency Management System (AMS) to support scalability and quality assurance.

Qualifications/Requirements

Licenses/Designations: Property & Casualty (P&C) license required.
Experience: Minimum of 4+ years of experience managing commercial accounts, with a proven ability to handle accounts from start to finish.
Technical Skills: Proficiency in Epic software is preferred.
Soft Skills:
- Professional demeanor and communication skills.
- Strong sense of accountability and ownership.
- Ability to work collaboratively with team members.
Other Requirements:
- Must pass a background check prior to the start date.
- Ability to work full-time in the office (no remote or hybrid options available).

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