Commercial Lines Account Manager

The Commercial Lines Account Manager manages aportfolio of commercial clients, ensuring their insurance programs areappropriately structured, competitively priced, and proactively serviced. Thisrole combines client relationship management, technical insurance expertise,and operational support to deliver an exceptional client experience whilesupporting account retention and growth.

Primary Responsibilities & Essential Functions
Client Service & Account Management

Serveas the primary point of contact for commercial clients, addressingcoverage questions, service requests, and policy inquiries.

Conductaccount reviews to identify coverage gaps, emerging risks, andopportunities for improvement.

Buildand maintain strong client relationships through proactive communicationand responsive service.

Policy Administration & Coverage Analysis

Prepare,process, and review new business, renewals, endorsements, certificates,and cancellations.

Analyzeclient exposures and recommend appropriate coverage solutions.

Ensurepolicy accuracy and compliance with agency and carrier guidelines.

Renewals, Marketing & Carrier Relations

Developrenewal strategies based on client needs, market conditions, and carrierappetite.

Marketaccounts, negotiate terms with carriers, and present coverage proposals toclients.

Partnerwith producers to support client retention and account growth.

Documentation, Compliance & Team Support

Maintainaccurate client records within the agency management system.

Ensurecompliance with regulatory, agency, and carrier requirements.

Trackpolicy activity, deadlines, and outstanding items to ensure timelycompletion.

Collaboratewith producers, account executives, and service teams to deliver seamlessclient service.

Supportclient onboarding, account transitions, and agency initiatives.

Qualifications
Required

Active Property & Casualty insurance license.

Experiencein commercial property and casualty insurance account management.

Strongknowledge of commercial lines coverages, including General Liability,Property, Auto, Workers' Compensation, Umbrella, and Cyber.

Excellentcommunication, organizational, problem-solving, and multitasking skills.

Preferred

Professionaldesignations such as CIC, CISR, CRM, or ARM.

Experiencewith mid-market or large commercial accounts.

Core Competencies

Clientfocus

Attentionto detail

Analyticalthinking

Negotiationand carrier relationship management

Timemanagement

Teamcollaboration

Adaptability

Benefits

Employee health, dental, vision

401(k) retirement plan

Employer-paid group life insurance

Paid time off

Paid holidays

Paid bereavement leave

Gym reimbursement

Employee referral bonus program

Professional growth within a respected insurance agency

Working Conditions
In-office work is preferred; hybrid work may be availablefollowing successful onboarding and demonstration of core competencies.

This position operates in a professional office environmentand routinely uses standard office equipment. Occasional movement throughoutthe office may be required to access files and equipment.

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