Account Manager | Commercial Lines

Oakbridge Insurance Agency • Montezuma, GA

1d

About The Position

The Commercial Lines Account Manager supports the marketing, servicing, and underwriting processes for Commercial Lines accounts. The role maintains accurate client records, processes renewals promptly, handles endorsements efficiently, and communicates clearly and professionally with clients. The Account Manager works closely with Account Executives, Producers, and Carriers to provide exceptional service and maintain strong client relationships.

Requirements

• Active Property & Casualty Insurance License.
• Excellent communication, customer service, and relationship management skills.
• Strong attention to detail and ability to manage competing priorities.
• Proactive problem-solving and analytical abilities.
• Comfort working independently and as part of a collaborative team.
• Proficiency with Microsoft Office Suite, including Word and Outlook.

Nice To Haves

• Three or more years of commercial lines insurance experience; preferred but not required.
• Familiarity with agency workflows and management systems such as Applied Epic.
• Understanding of agency workflows and procedures.

Responsibilities

• Manage a book of commercial lines business, including renewals, policy changes, billing, and day-to-day servicing.
• Build and maintain 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.

Benefits

• 401(k) plan with immediate participation, company match, and immediate 100% vesting.
• Company-paid life insurance.
• Company-paid short-term and long-term disability.
• Health insurance plan.
• Supplemental voluntary benefits.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed