Account Manager

Overview The Commercial Lines Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes of Commercial Lines accounts. This individual ensures that client records are accurate, renewals are processed timely, endorsements are handled efficiently, and client communications are clear and professional. The AM collaborates closely with Account Executives, Producers, and Carriers to deliver exceptional service and maintain strong client relationships.
Responsibilities Manage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicing
Build and maintain strong, professional relationships with clients, carriers and internal team members
Support new business production efforts in collaboration with producers and account executive
Evaluate client risk exposures and recommend appropriate coverage solutions
Coordinate and process policy documents including binders, ID cards, insurance summaries and certificates
Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments
Participate in client and carrier meetings, as needed
Requirements Active Property & Casualty Insurance License (required)
Excellent communication, customer service and relationship management skills
Strong attention to detail with the ability to manage competing priorities
Proactive problem-solving and analytical abilities
Comfortable working independently and as part of a collaborative team
Proficiency with Microsoft Office Suite (Word, Office, Outlook)
Preferred Education & Experience 3+ years experience with commercial lines insurance is preferred, but not required
Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
Understanding of agency workflows and procedures

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