
Commercial Lines Account Manager
Talently, Groton, CT, United States
Job Title: Commercial Lines Account Manager
Location: On Site - Groton, Connecticut, United States
Salary: Base Salary (based on experience) + Commission on New Business
Skills: Commercial Lines Insurance, Client Relationship Management, Account Servicing, Customer Service, Organizational Skills
About the Insurance Company / The Opportunity:
Join a successful and expanding firm in the Insurance industry, known for its dedication to building lasting client partnerships and providing comprehensive commercial lines solutions. In this client-facing, end-to-end account management role, you will play a vital part in supporting and growing a high-performance office. The opportunity offers strong career growth prospects, a collaborative and stable work environment, and the chance to manage a diverse range of insurance accounts.
Responsibilities:
- Provide full-spectrum, A–Z servicing of commercial lines accounts, including new business, renewals, and endorsements.
- Conduct coverage reviews and process policy changes to ensure clients' needs are met.
- Establish and nurture long-term relationships through proactive client communication and responsive service.
- Identify cross-selling and account rounding opportunities to enhance client portfolios.
- Utilize agency management systems such as Agency Block CRM, EZLynx, AMS360, or Applied EPIC for account administration and workflow optimization.
- Work closely with producers and underwriters to resolve account and coverage issues.
- Maintain accurate and up-to-date client records and documentation.
- Support the office team's collaborative culture and contribute to ongoing process improvement initiatives.
Must-Have Skills:
- Experience in commercial lines insurance account management.
- Proven customer service and organizational abilities.
- Strong communication and relationship-building skills.
- Ability to manage multiple accounts independently.
- Attention to detail and commitment to accuracy in policy administration.
Nice-to-Have Skills:
- Familiarity with Agency Block CRM.
- Experience with EZLynx, AMS360, or Applied EPIC systems.
- Previous experience cross-selling or upselling insurance products.
- Knowledge of Connecticut insurance regulations and market practices.
- Willingness to contribute to internal process improvements and team initiatives.