Summit Bridge Partners
Commercial Lines Account Manager
Summit Bridge Partners, Green Lane, Pennsylvania, United States
Commercial Lines Account Manager
Location:
[Specify Location or Remote]
Salary:
Up to $75,000 (Based on Experience)
Benefits:
Competitive Benefits Package, PTO, 401(k), and More
About the Role: Join a dynamic and growing independent insurance agency as a
Commercial Lines Account Manager (CLAM) . We are seeking a skilled professional to manage a
middle-market book of business
with accounts ranging from
$25,000 to $250,000 in premium (average ~$75,000) . If you have strong expertise in
Applied Epic
and thrive in a client-focused role, we want to hear from you!
Key Responsibilities:
Manage and service an established commercial lines book, ensuring high client retention.
Handle renewals, endorsements, certificates, and policy reviews.
Build relationships with clients and underwriters to provide optimal coverage solutions.
Assist with marketing and remarketing accounts as needed.
Ensure compliance with agency procedures and carrier guidelines.
Utilize
Applied Epic
to maintain accurate records and documentation.
Qualifications & Experience:
3+ years of experience
in commercial lines account management.
Proven ability to service
middle-market accounts ($25K–$250K premium range) .
Proficiency in Applied Epic is required
(mandatory for remote candidates).
Strong knowledge of commercial lines insurance products and carriers.
Excellent communication and organizational skills.
Insurance licensing (P&C) is required.
What We Offer:
Competitive salary
(up to $75K based on experience).
Excellent benefits package , including health, dental, and vision insurance.
Generous PTO
and paid holidays.
401(k) with company match .
Supportive, team-oriented work environment.
Remote work flexibility (if qualified and experienced with Applied Epic).
#J-18808-Ljbffr
[Specify Location or Remote]
Salary:
Up to $75,000 (Based on Experience)
Benefits:
Competitive Benefits Package, PTO, 401(k), and More
About the Role: Join a dynamic and growing independent insurance agency as a
Commercial Lines Account Manager (CLAM) . We are seeking a skilled professional to manage a
middle-market book of business
with accounts ranging from
$25,000 to $250,000 in premium (average ~$75,000) . If you have strong expertise in
Applied Epic
and thrive in a client-focused role, we want to hear from you!
Key Responsibilities:
Manage and service an established commercial lines book, ensuring high client retention.
Handle renewals, endorsements, certificates, and policy reviews.
Build relationships with clients and underwriters to provide optimal coverage solutions.
Assist with marketing and remarketing accounts as needed.
Ensure compliance with agency procedures and carrier guidelines.
Utilize
Applied Epic
to maintain accurate records and documentation.
Qualifications & Experience:
3+ years of experience
in commercial lines account management.
Proven ability to service
middle-market accounts ($25K–$250K premium range) .
Proficiency in Applied Epic is required
(mandatory for remote candidates).
Strong knowledge of commercial lines insurance products and carriers.
Excellent communication and organizational skills.
Insurance licensing (P&C) is required.
What We Offer:
Competitive salary
(up to $75K based on experience).
Excellent benefits package , including health, dental, and vision insurance.
Generous PTO
and paid holidays.
401(k) with company match .
Supportive, team-oriented work environment.
Remote work flexibility (if qualified and experienced with Applied Epic).
#J-18808-Ljbffr