Account Manager | Commercial Lines

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.

Work Performed:

• 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 executives
• 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

• 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