Middle Market Commercial Lines Account Manager

Job Summary

A motivated and detail-oriented Middle Market Commercial Lines Account Manager is needed to manage a portfolio of middle-market commercial clients, foster strong client relationships, and ensure exceptional service delivery. The primary focus will be handling day-to-day account management, analyzing client needs, and collaborating with various internal and external stakeholders to offer tailored insurance solutions.

Responsibilities

• Serve as the primary point of contact for assigned commercial clients, maintaining strong, trust-based relationships.
• Analyze and evaluate the insurance needs, coverage, and risk management strategies for middle-market businesses.
• Prepare and present insurance policy proposals, renewals, endorsements, and coverage recommendations in a professional and client-focused manner.
• Coordinate with insurance carriers and underwriters to negotiate terms, pricing, and coverage.
• Proactively monitor and manage client accounts to ensure policies are current, accurate, and properly documented.
• Collaborate with internal teams, including sales, claims, and customer service professionals, to meet or exceed client expectations.
• Stay informed about industry trends, regulations, and market changes to provide up-to-date information and recommendations to clients.
• Assist with onboarding new clients and handle day-to-day servicing requests efficiently and professionally.
• Actively participate in team meetings, training opportunities, and company improvement initiatives.

Qualifications/Requirements

• Proven experience as a Commercial Lines Account Manager or in a similar account management role, preferably in middle-market insurance.
• Strong knowledge of commercial property, liability, and other commercial insurance products and coverage solutions.
• Demonstrated ability to manage multiple clients, projects, and competing priorities with a high degree of accuracy and efficiency.
• Exceptional organizational, communication, and interpersonal skills with proven ability to build trust with clients and colleagues.
• Expertise in using CRM systems, agency management platforms, and other insurance-related software tools.
• Effective negotiation and problem-solving skills with the ability to identify and address client needs proactively.
• Holds an active P&C (Property and Casualty) insurance license.

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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