Commercial Lines Account Manager
IMA Salt Lake City, Lansing, MI, United States
Job Overview
We are looking for a commercial lines account manager to join our commercial lines team. In this role, you will be responsible for managing a portfolio of business insurance clients by providing proactive service, handling policy renewals and changes, coordinating with carriers, and ensuring clients receive accurate coverage guidance and timely support throughout the insurance lifecycle.
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Career Growth Opportunities
Retirement Plan
Mon-Fri Schedule
Responsibilities
Serve as the primary point of contact for assigned commercial clients.
Respond to coverage questions, service requests, and policy inquiries promptly and professionally.
Conduct annual coverage reviews and proactively identify gaps or opportunities to improve client protection.
Manage the full renewal process, including marketing accounts to carriers, preparing proposals, and presenting options to clients.
Process policy endorsements, certificates of insurance, binders, audits, cancellations, and reinstatements accurately and in a timely manner.
Maintain up‑to‑date client records in the agency management system.
Communicate with underwriters to negotiate terms, obtain quotes, and resolve coverage or billing issues.
Submit complete and accurate applications, loss runs and supporting documentation to carriers.
Ensure all documentation, client communications, and transactions comply with agency standards and regulatory requirements.
Maintain confidentiality of client data and follow proper file maintenance processes.
Identify opportunities for cross‑selling or upgrades to ensure clients have optimal coverage.
Support producers by preparing applications, proposals, and presentations for new business.
Requirements
Experience in commercial insurance account management or related customer‑facing insurance roles.
Active Property & Casualty license (or ability to obtain within a required timeframe).
Strong knowledge of commercial lines products such as General Liability, Property, Auto, Workers’ Compensation, Umbrella, and Professional Liability.
Proficiency with agency management systems (e.g., Hawksoft, Ezlynx) and Microsoft Office.
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Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Career Growth Opportunities
Retirement Plan
Mon-Fri Schedule
Responsibilities
Serve as the primary point of contact for assigned commercial clients.
Respond to coverage questions, service requests, and policy inquiries promptly and professionally.
Conduct annual coverage reviews and proactively identify gaps or opportunities to improve client protection.
Manage the full renewal process, including marketing accounts to carriers, preparing proposals, and presenting options to clients.
Process policy endorsements, certificates of insurance, binders, audits, cancellations, and reinstatements accurately and in a timely manner.
Maintain up‑to‑date client records in the agency management system.
Communicate with underwriters to negotiate terms, obtain quotes, and resolve coverage or billing issues.
Submit complete and accurate applications, loss runs and supporting documentation to carriers.
Ensure all documentation, client communications, and transactions comply with agency standards and regulatory requirements.
Maintain confidentiality of client data and follow proper file maintenance processes.
Identify opportunities for cross‑selling or upgrades to ensure clients have optimal coverage.
Support producers by preparing applications, proposals, and presentations for new business.
Requirements
Experience in commercial insurance account management or related customer‑facing insurance roles.
Active Property & Casualty license (or ability to obtain within a required timeframe).
Strong knowledge of commercial lines products such as General Liability, Property, Auto, Workers’ Compensation, Umbrella, and Professional Liability.
Proficiency with agency management systems (e.g., Hawksoft, Ezlynx) and Microsoft Office.
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