Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a dynamic and team-oriented organization. This role is pivotal in managing a diverse portfolio of middle-market accounts, with a strong focus on real estate. The ideal candidate will be a proactive communicator, detail-oriented, and possess the ability to build and maintain strong client relationships. This position offers significant opportunities for career growth within a supportive and employee-centric culture.

Compensation Package

• Salary Range: $85,000 - $100,000 (depending on experience)
• Bonus: Discretionary annual bonus
• Work Environment: Remote with flexibility for occasional in-office meetings (local candidates preferred)
• Equipment: Company-provided equipment for remote work

Responsibilities

• Serve as the primary point of contact for clients, providing exceptional service and support.
• Manage a portfolio of middle-market accounts, specializing in real estate, including community associations, apartment buildings, mixed-use habitational properties, and more.
• Handle daily tasks such as issuing ID cards, Certificates of Insurance (COIs), and initiating the renewal process.
• Communicate with carriers to review quotes and prepare renewal summaries or comparisons.
• Collaborate with producers to propose renewals and add lines to existing accounts.
• Ensure accuracy and compliance in all documentation and processes.
• Utilize critical thinking to solve problems and address client needs effectively.

Qualifications/Requirements

• Experience: Minimum of 5+ years in commercial lines account management, with a generalist background in middle-market accounts.
• Specialization: Strong expertise in real estate is required; experience in community association industry or financial institutions is a plus.
• Licenses/Certifications: Property & Casualty (P&C) license required; CIC or CPCU designation is a plus.
• Technical Skills: Proficiency in AMS360 or EPIC software (experience with EPIC is a plus).
• Soft Skills: Strong communication skills, proactive problem-solving, attention to detail, and the ability to build and maintain client relationships.
• Work Style: Comfortable with remote work but flexible to attend in-office meetings as needed.

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