Job Description: Commercial Lines Account Manager

Job Summary

Seeking an experienced and motivated Commercial Lines Account Manager to manage and service a portfolio of commercial insurance clients, support team growth, and foster strong client relationships. This position requires excellent communication, organizational, and problem-solving skills to deliver tailored insurance solutions that meet client needs.

Responsibilities

• Build and maintain strong relationships with commercial clients through exceptional customer service and proactive support.
• Manage new business, policy renewals, endorsements, cancellations, and claims in an efficient and client-focused manner.
• Collaborate with underwriters and carriers to negotiate optimal coverage and pricing options for clients.
• Assess client needs, recommend insurance products, and provide tailored solutions.
• Educate clients on policy terms, coverage options, risk management strategies, and changes.
• Ensure prompt, accurate handling of client requests, inquiries, and transactions.
• Stay up to date with industry trends, regulatory changes, and insurance products.
• Maintain accurate client files and account documentation in line with company policies.
• Proactively identify and address potential service issues, providing timely resolutions.
• Assist the sales team in onboarding new clients and cross-selling additional products.

Qualifications/Requirements

Required:

• Experience: Minimum [X years] of experience in commercial insurance, account management, or a related field.
• Education: High school diploma or equivalent (Bachelor’s degree preferred).
• Proven ability to manage multiple accounts and prioritize tasks in a fast-paced environment.
• Strong knowledge of commercial insurance products, coverages, and industry practices.
• Exceptional customer service and relationship-building skills.
• Proficiency in insurance management software and Microsoft Office Suite.
• Excellent communication, negotiation, and problem-solving abilities.

Preferred:

• Holds an active P&C (Property and Casualty) insurance license.
• Professional designations such as CIC, CPCU, ARM, or CISR are a plus.

Core Attributes:

• Ability to work both independently and collaboratively within a team.
• High levels of accuracy, professionalism, and attention to detail.
• Strong work ethic and dedication to continuous learning and development.

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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