Commercial Lines Account Manager
About The Position
As a Commercial Lines Account Manager, you'll play a key role in helping businesses protect what they've built while delivering a high level of service and guidance throughout the client relationship. This opportunity is ideal for someone who enjoys building trusted partnerships, navigating complex coverage needs, and contributing to the growth and retention of a commercial lines book of business. In this role, you'll work closely with clients, producers, carriers, and underwriting partners to deliver tailored insurance solutions that align with each client's risk profile and business goals. You'll support both new and renewal business while identifying opportunities to deepen client relationships and expand coverage portfolios.
Requirements
- Property and Casualty Insurance License.
- 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
- High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
- Knowledge of commercial insurance products, coverages, underwriting principles, and policy administration processes.
- Strong written and verbal communication skills.
- Experience using business technology and client management systems, including Microsoft Office applications.
- Ability to manage multiple priorities while maintaining accuracy and attention to detail.
Nice To Haves
- Experience within the Property and Casualty Insurance industry.
- Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
- Familiarity with EPIC Agency Management System or similar agency management platforms.
- Experience reviewing carrier guidelines and working directly with underwriters.
- Demonstrated success identifying cross-selling or account growth opportunities within an existing book of business.
Responsibilities
- Build and strengthen relationships with commercial clients by providing responsive service, proactive communication, and trusted insurance guidance.
- Manage new and renewal business by evaluating exposures, recommending coverages, and placing policies that align with client needs and carrier guidelines.
- Quote, market, and write new business opportunities generated through client referrals, walk-in traffic, and inbound inquiries.
- Review renewal and expiration reports to develop retention strategies and support long-term client success.
- Identify cross-selling and upselling opportunities by recommending additional coverages that address evolving risks and business needs.
- Partner with producers, underwriters, carriers, and agency leadership to ensure seamless service delivery and positive client experiences.
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, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 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
