Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a growing team. This role is pivotal in managing and servicing a book of middle-market commercial accounts, ensuring client satisfaction, retention, and loyalty. The ideal candidate will possess a strong understanding of multi-line commercial insurance contracts and coverages, excellent communication skills, and a proactive approach to client service.

Compensation Package

• Salary: $70,000 - $85,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including 401(k)
• Work Environment: Hybrid (after 90 days)

Responsibilities

• Manage and service a book of business averaging $800,000 to $1,000,000 in annual revenue.
• Retain assigned accounts in collaboration with Producers and Account Executives.
• Conduct annual reviews of client coverages to identify potential gaps and recommend needed coverages.
• Negotiate renewal pricing and coverage, and remarket coverage as needed.
• Prepare proposals and ensure compliance with company standards.
• Input and maintain accurate client policy information in the agency management system (AMS).
• Coordinate with the Certificate Department for issuance and review of Certificates of Insurance.
• Assist in preparation and presentation of claim reviews as required by the Client Service Plan.
• Respond to client service needs promptly and professionally.
• Maintain strong relationships with insurance carriers and other departments.
• Participate in special projects as assigned by management.

Qualifications/Requirements

• Education: College degree preferred; high school diploma or equivalent required.
• Licenses: Property & Casualty Agent’s License required.
• Experience: Minimum of 3+ years of insurance experience, with at least 5 years preferred.
• Strong understanding of multi-line commercial insurance contracts and coverages.
• Proficiency in AMS360 or similar agency management systems.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities and attention to detail.
• Ability to handle multiple priorities and work in a team-oriented environment.
• Professional designations are a plus.

Soft Skills

• Family-oriented and friendly demeanor.
• Self-starter with a go-getter attitude.
• Team player with a collaborative mindset.

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