Commercial Lines Account Manager (Small Commercial / Select Business Unit)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role focuses on managing small commercial accounts within the Select Business Unit. The ideal candidate will possess a strong background in commercial lines insurance, exceptional organizational skills, and a proactive approach to client service.

Responsibilities

As a Commercial Lines Account Manager, you will:

• Manage a book of small commercial/select business unit accounts.
• Provide full A–Z account management, including service and retention.
• Handle certificates, endorsements, invoicing, and client communication.
• Perform marketing and remarketing activities for accounts.
• Quote new and renewal business, with a focus on renewals.
• Ensure timely and responsive client service.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

To be successful in this role, you should meet the following criteria:

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 2 years of experience in commercial lines insurance.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Tech-savvy and adaptable to new systems.
  • Eager to learn and grow within the role.
  • Highly organized and detail-oriented.
  • Strong client service skills with a responsive and professional demeanor.

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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