Commercial Lines Account Manager – Hybrid

 

Position Overview
Seeking an experienced Commercial Lines Account Manager to support Producers and the agency in managing and growing a book of business through retention, account rounding, and new business development. This is a full-time position with hybrid or in-office flexibility.

 

Responsibilities

• Provide technical support to Producers, clients, and the agency in daily policy management.
• Process renewals in coordination with Producers according to agency procedures.
• Complete new and renewal applications in collaboration with Producers and clients.
• Prepare summaries of insurance, schedules, and proposals as needed.
• Issue binders, certificates, evidences, and policies; verify accuracy, invoice, and prepare client documents.
• Review and issue requests for certificates or evidence of insurance, ensuring contractual and policy compliance.
• Facilitate policy change requests with clients, Producers, and carriers; verify accuracy, process corrections, invoice, and transact.
• Review carrier audits, verify accuracy, and coordinate corrections as necessary.
• Respond promptly to incoming mail and phone requests.
• Manage invoicing, collections, and cancellations in line with agency standards.
• Maintain client accounts accurately in the agency management system.
• Accompany Producers on client and prospect meetings as needed.
• Perform additional duties as assigned.

 

Qualifications and Requirements

• 5+ years of experience in a client-facing role managing a book of business.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of insurance products, markets, and underwriting procedures.
• Proficiency with computer programs; experience with agency management software preferred (Applied EPIC or similar).
• College degree preferred.
• Strong organizational skills with the ability to manage workflow and prioritize effectively.
• Proven ability to maintain effective relationships with clients, carriers, and colleagues.
• Commitment to staying informed on industry trends, products, legislation, and coverages.
• Excellent communication and collaboration skills, with the ability to guide and support others in achieving agency goals.

 

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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