Commercial Lines Account Manager (R2)
Impact Performance Team, Oxford, Connecticut, United States, 06748
About Our Client
Our Insurance Group is a well established independent insurance agency serving clients across Connecticut. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.
Role Overview The Customer Service and Account Manager role is a position that supports our Commercial Lines Sales Producers. This individual will manage client relationships, service accounts, and perform licensed insurance activities while delivering proactive solutions that align with each client’s needs. Your key responsibilities may include:
Manage and service a portfolio of Commercial Lines accounts, ensuring accuracy, coverage adequacy, and seamless renewals
Partner with Producers to prepare proposals, coordinate underwriting, and support new business and renewal strategy
Conduct proactive coverage reviews to identify gaps, cross sell opportunities, and risk management solutions
Process endorsements, certificates, policy changes, audits, and renewals with precision and timeliness
Maintain clear, consistent communication with clients, carriers, and internal stakeholders while documenting all activity accurately
Deliver exceptional client service that strengthens long term relationships and supports agency growth
Qualifications
Minimum 3 year Commercial Insurance Account Management experience required
Needs to be able to operate on Eastern Standard Time
Strong professionalism and ethical standards
Consistent follow through on deadlines, meetings and client commitments
Ideal Candidate
Enjoys helping clients and building lasting relationships
Ability to operate on Eastern Standard Time
Experienced in both Personal and Commercial Lines
Able to offer creative and innovative solutions
Engaged in civic or professional associations
Strong communicator who understands how to align agency resources with client needs
Detail oriented and accountable
Values community involvement and long term client partnerships
Benefits
Base Salary starting at $70,000+ depending on experience
Group health coverage
Retirement plan with company match
401(k)
Dental insurance
Health insurance
Vision insurance
Paid time off
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Role Overview The Customer Service and Account Manager role is a position that supports our Commercial Lines Sales Producers. This individual will manage client relationships, service accounts, and perform licensed insurance activities while delivering proactive solutions that align with each client’s needs. Your key responsibilities may include:
Manage and service a portfolio of Commercial Lines accounts, ensuring accuracy, coverage adequacy, and seamless renewals
Partner with Producers to prepare proposals, coordinate underwriting, and support new business and renewal strategy
Conduct proactive coverage reviews to identify gaps, cross sell opportunities, and risk management solutions
Process endorsements, certificates, policy changes, audits, and renewals with precision and timeliness
Maintain clear, consistent communication with clients, carriers, and internal stakeholders while documenting all activity accurately
Deliver exceptional client service that strengthens long term relationships and supports agency growth
Qualifications
Minimum 3 year Commercial Insurance Account Management experience required
Needs to be able to operate on Eastern Standard Time
Strong professionalism and ethical standards
Consistent follow through on deadlines, meetings and client commitments
Ideal Candidate
Enjoys helping clients and building lasting relationships
Ability to operate on Eastern Standard Time
Experienced in both Personal and Commercial Lines
Able to offer creative and innovative solutions
Engaged in civic or professional associations
Strong communicator who understands how to align agency resources with client needs
Detail oriented and accountable
Values community involvement and long term client partnerships
Benefits
Base Salary starting at $70,000+ depending on experience
Group health coverage
Retirement plan with company match
401(k)
Dental insurance
Health insurance
Vision insurance
Paid time off
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