Commercial Lines Account Manager

 

Job Summary

Seeking an experienced Commercial Lines Account Manager to join a nationally recognized brokerage platform. This role supports a diverse commercial client base, including commercial real estate, hospitality, manufacturing, and nonprofit organizations. The Account Manager will focus on client retention, relationship management, and delivering high-quality service in collaboration with internal teams and carrier partners.

 

Responsibilities

• Manage the day-to-day servicing of an assigned commercial book of business, including invoicing, claims reporting, premium breakdowns, policy changes, and coverage comparisons.
• Issue certificates of insurance, auto ID cards, and process policies and endorsements.
• Build and maintain strong relationships with clients, carrier partners, and vendors to support long-term retention.
• Identify potential coverage gaps and collaborate with leadership to recommend appropriate solutions.
• Support the renewal process by ordering loss runs, gathering underwriting information, preparing applications, and assisting with renewal proposals.
• Ensure thorough documentation and compliance with regulatory requirements and client expectations.
• Assist with account rounding initiatives and referral opportunities to support organic growth.
• Partner with marketing and sales teams as needed to deliver comprehensive client solutions.
• Participate in internal strategy meetings and client meetings as required.
• Maintain adherence to agency policies, procedures, and service standards.
• Engage in ongoing professional development to remain current on industry trends and regulations.
• Perform additional duties as assigned.

 

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of commercial insurance coverages, contracts, and applicable regulations.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher).
• Experience working with agency management software; familiarity with AMS360 is preferred.
• Minimum of five years of experience in the retail insurance industry or a related field.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred:

• College degree in a business-related field.

 

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.

 

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