Commercial Lines Account Manager
About The Position
As a Commercial Insurance Account Manager, you'll play a vital role in delivering exceptional service and insurance expertise to a diverse portfolio of commercial clients. This position serves as a trusted resource for clients throughout the policy lifecycle, helping ensure their coverage needs are met while fostering strong relationships and long-term client satisfaction. You'll partner closely with clients, carrier representatives, producers, and internal team members to manage renewals, policy changes, coverage reviews, and day-to-day service needs. Success in this role comes from a combination of technical insurance knowledge, strong organizational skills, and a commitment to providing responsive, client-focused service.
Requirements
- 5+ years of commercial insurance account management or related agency experience.
- Active Property & Casualty insurance license.
- Strong understanding of commercial insurance coverages, policy structures, renewals, and carrier processes.
- Experience working with agency management systems, with Applied EPIC experience preferred.
- Proficiency with Microsoft Office Suite and insurance-related technology platforms.
- Strong organizational, analytical, and problem-solving skills with the ability to manage competing priorities.
- Excellent written and verbal communication skills with a collaborative, client-focused approach.
Nice To Haves
- Bachelor's degree in business, insurance, risk management, or a related field.
- Experience marketing commercial insurance accounts and coordinating carrier submissions.
- Previous involvement supporting client presentations, renewal strategies, or coverage reviews.
- Experience mentoring junior team members or contributing to training initiatives.
- Additional insurance designations or ongoing professional development within the insurance industry.
Responsibilities
- Serve as the primary service contact for a book of commercial insurance clients, delivering responsive support and building trusted relationships.
- Manage the full policy lifecycle, including renewals, endorsements, audits, billing inquiries, and policy changes to ensure accuracy and timeliness.
- Review new business and renewal policies to verify coverage alignment, policy accuracy, and client expectations.
- Market new and renewal business when needed by coordinating carrier submissions, evaluating coverage options, and supporting placement strategies.
- Maintain accurate account documentation within agency management systems and carrier platforms to support operational excellence.
- Collaborate with clients, carrier partners, producers, and internal teams to resolve issues, support claims coordination, and deliver proactive service.
- Support client presentations, renewal discussions, and ongoing service initiatives that strengthen client retention and satisfaction.
- Contribute to team success by sharing knowledge, supporting junior team members, and promoting collaboration across the organization.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, plus separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- Medical, dental, and vision insurance
- 401(k) with company match
- Personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
