Commercial Lines Account Manager

The Jonus Group•Grapevine, TX

About The Position

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in ensuring exceptional service delivery to our clients by managing their commercial insurance needs. The ideal candidate will possess strong organizational skills, a proactive approach to problem-solving, and the ability to build and maintain client relationships.

Requirements

Property & Casualty (P&C) license required.
Minimum of 3 years of experience in a similar role.
Applied Epic experience is required.
Strong attention to detail and organizational skills.
Excellent communication and interpersonal skills.
Ability to work collaboratively within a team environment.
Professional demeanor and accountability in all interactions.

Responsibilities

Serve as the primary day-to-day contact for assigned clients, addressing coverage questions and service requests via phone and email.
Issue certificates of insurance and process endorsements, including adding/removing vehicles, locations, drivers, or coverage changes.
Prepare and transmit renewal submissions and underwriting data to carriers; negotiate terms and pricing directly with underwriters alongside the Field Agent.
Review policies, quotes, and binders for accuracy before delivering them to clients.
Maintain the expiration/suspense list in Applied Epic to track upcoming renewals and ensure timely marketing.
Prepare and update client renewal reviews prior to policy expiration.
Verify the accuracy and completeness of premium transactions and audits issued by carriers before invoicing and distribution.
Order renewal coverages and prepare/distribute binders, invoices, and finance agreements.
Identify coverage gaps and cross-sell opportunities, flagging account rounding potential to the Field Agent.
Handle basic claims documentation, with the majority of claims-related work managed by the claims team.