Commercial Lines Account Manager
gpac, Elm Grove, WI, United States
Commercial Lines Customer Service Account Manager
Hybrid‑various offices in Wisconsin
My client is seeking a highly organized, process‑driven Commercial Lines Account Manager to support and help manage a mid‑market book of business in their Elm Grove office. This role is ideal for an experienced insurance professional who values accuracy, consistency, and strong internal workflows.
Key Responsibilities
Manage the administrative servicing of a commercial book of business with a strong focus on accuracy and documentation
Prepare renewal timelines, exposure summaries, and organized submission packets
Process endorsements, audits, cancellations, and policy changes in a timely and precise manner
Issue and track Certificates of Insurance, ensuring compliance with contractual requirements
Review policies and endorsements for accuracy prior to delivery
Maintain clean, well‑documented electronic files within the agency management system
Monitor renewal schedules and proactively follow up to ensure deadlines are met
Coordinate communication between clients, carriers, and internal team members to keep workflows moving efficiently
Qualifications
5+ years of Commercial Lines experience
Active Wisconsin Property & Casualty license
Strong knowledge of GL, Property, Auto, Umbrella, and Workers' Comp
Demonstrated ability to manage renewals and service accounts independently
Proficiency with Applied Epic, AMS360, or similar systems
Exceptional attention to detail, organization, and time management
Benefits My client offers competitive compensation, a collaborative in‑office environment, and long‑term growth potential.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
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My client is seeking a highly organized, process‑driven Commercial Lines Account Manager to support and help manage a mid‑market book of business in their Elm Grove office. This role is ideal for an experienced insurance professional who values accuracy, consistency, and strong internal workflows.
Key Responsibilities
Manage the administrative servicing of a commercial book of business with a strong focus on accuracy and documentation
Prepare renewal timelines, exposure summaries, and organized submission packets
Process endorsements, audits, cancellations, and policy changes in a timely and precise manner
Issue and track Certificates of Insurance, ensuring compliance with contractual requirements
Review policies and endorsements for accuracy prior to delivery
Maintain clean, well‑documented electronic files within the agency management system
Monitor renewal schedules and proactively follow up to ensure deadlines are met
Coordinate communication between clients, carriers, and internal team members to keep workflows moving efficiently
Qualifications
5+ years of Commercial Lines experience
Active Wisconsin Property & Casualty license
Strong knowledge of GL, Property, Auto, Umbrella, and Workers' Comp
Demonstrated ability to manage renewals and service accounts independently
Proficiency with Applied Epic, AMS360, or similar systems
Exceptional attention to detail, organization, and time management
Benefits My client offers competitive compensation, a collaborative in‑office environment, and long‑term growth potential.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
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