Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role is pivotal in managing a portfolio of small to mid-sized accounts, ensuring exceptional client service and operational efficiency. The ideal candidate will have a proven track record in account management, strong organizational skills, and the ability to work collaboratively within a team. This position offers an excellent opportunity for career growth and development in a supportive and dynamic environment.

Compensation Package

Salary Range: $65,000 - $80,000 annually, based on experience and qualifications
Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

Manage a portfolio of 35-40 accounts, with a total book of business ranging from $500,000 to $700,000 in revenue.
Oversee policy expirations, coordinate renewals, and maintain control logs.
Request and verify carrier bids to ensure compliance with specifications.
Assist in marketing efforts, premium determination, and preparation of presentation packets.
Review policies for accuracy, process transactions, and generate invoices.
Address client and carrier inquiries, documenting service issues and meetings.
Maintain organized electronic and paper files, ensuring compliance with E&O guidelines.
Support management with special projects and ongoing administrative tasks.

Qualifications/Requirements

Licenses/Designations: Property & Casualty (P&C) license required.
Experience: Minimum of 3 years of experience managing at least 20+ accounts.
Software Proficiency: Experience with Epic software preferred.
Soft Skills:
- Professional demeanor
- Accountability and reliability
- Strong teamwork and collaboration skills

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