Commercial Lines Account Manager

Creekside Insurance•Raleigh, NC

11d•Onsite

About The Position

Creekside Insurance is hiring an experienced Commercial Lines Account Manager to support our growing commercial insurance division in Raleigh, NC. This role is ideal for someone who understands independent agency operations, can handle renewal workflows, communicate confidently with clients and carriers, and keep files clean, documented and moving.

Requirements

NC Property & Casualty license.
Minimum of 5 years Commercial lines insurance agency experience preferred.
Strong understand of BOP, package, GL, commercial auto, workers compensation, umbrella, inland marine, builders risk and related commercial coverages.
Experience supporting middle market accounts, contractors, real estate, hospitality, professional services or other commercial business classes.
Experience with QQ Catalyst, Agency Zoom, Vertafore, Applied Epic, AMS360, or similar systems is helpful.
Must reside in the Raleigh, NC area.

Nice To Haves

Organized, steady and accountable.
Comfortable managing a book of business.
Strong documentation habits.
Professional client communication.
Knows when to escalate coverage issues.
Wants to grow with a high standard agency.

Responsibilities

Manage day to day service for commercial lines clients, including endorsements, certificates, audits, renewals, billing questions, carrier follow up and policy documentation.
Run and manage upcoming renewal workflows, including reviewing expiring policies, requesting updates, comparing current year policies to prior year policies, identifying missing coverages, assets, named insureds, additional insureds, exclusions, endorsements or other discrepancies.
Support producers with submissions, applications, supplemental forms, loss runs, proposals, remarketing and renewal strategy.
Maintain clear documentation in the agency management system and make sure emails, notes, attachments, next steps are associated with correct client file/policy.
Communicate professionally with business owners, carrier underwriters, wholesalers, finance companies and internal team members.
Help Creekside build a higher standard commercial servicing model with disciplined workflows and strong E&O prevention habits.