Commercial Lines Account Manager
About The Position
At The Liberty Company, we’re redefining what it means to build a career in insurance. Our award-winning culture celebrates entrepreneurship, collaboration, and a genuine commitment to employee wellness. We believe your work should bring you your JOB—the Joy of Being. That means feeling valued, supported, and inspired while doing meaningful work alongside people who care. As we continue to grow, we’re looking for individuals who want to contribute ideas, innovate with purpose, and thrive in an environment where positivity and growth go hand in hand. We support our people with competitive total compensation, comprehensive benefits, generous paid time off and holidays, continued education opportunities, and company-sponsored programs focused on wellness, stress management, and community involvement. We are looking for our next dynamic Commercial Lines Account Manager to join our growing team! This is a remote opportunity for someone located in the Eastern Time Zone. At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you! Position Summary: Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
Requirements
- High school diploma or equivalent is required
- Located in the Eastern Time Zone
- Knowledge of Applied EPIC system or similar agency management system.
- Good listening skills, attention to detail, and a positive attitude are essential.
- Knowledge of commercial insurance and products.
Nice To Haves
- college degree preferred
- Professional designation is a plus
- Knowledge of construction in New York and New Jersey a huge plus
Responsibilities
- Primarily responsible for mid-size to large commercial lines accounts.
- Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
- Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
- Prepare all change requests and review audits and policies for accuracy.
- Setup and prepare new account files in Epic per agency procedures.
- Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
- Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
- Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
- Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
- Respond to all carrier memos and process any necessary updates.
- Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
- Review policies and related documents for accuracy and deliver policies to insureds as needed.
- Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
- Evaluate and recommend additional coverage based on client needs.
- Quote/propose as appropriate.
- Keep producers fully informed of all important activities on their accounts.
- Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.
- Service Company and clients in a manner to avoid potential exposure to E&O claims.
- Alert management of incidents that may require management assistance or approval.
- Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
- Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
- Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in Epic.
- Utilize Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
- Prioritize workload and request assistance as necessary to reduce backlog.
- Participate with management and other departments/personnel on special projects and other duties as needed.
- Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
- Participate in seminars and classes for skill and knowledge development.
Benefits
- competitive total compensation
- comprehensive benefits
- generous paid time off and holidays
- continued education opportunities
- company-sponsored programs focused on wellness, stress management, and community involvement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
