Commercial Lines Account Manager

The Jonus Group•Pottstown, PA

7d•Hybrid

About The Position

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to maintaining and growing commercial insurance accounts, with a focus on providing exceptional customer service and ensuring the accuracy and efficiency of policy management. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a team-oriented mindset. This position offers a hybrid work environment, with the flexibility to work from home three days a week.

Requirements

Active Property & Casualty (P&C) insurance license.
3-5+ years of demonstrated knowledge and experience in commercial insurance, including claims exposure.
Proficiency in Microsoft Office Suite.
Strong interpersonal and communication skills (both oral and written).
Ability to establish and maintain effective working relationships with peers and clients.
A positive, team-oriented attitude with a willingness to grow and contribute to the company’s success.

Nice To Haves

Familiarity with agency management software is preferred.

Responsibilities

Maintain accurate records within the agency management system and electronic files.
Provide exceptional customer service to build and maintain positive client relationships.
Communicate professionally and effectively with clients and insurance carrier representatives.
Prepare and maintain client-facing presentation documents.
Participate in and/or lead in-person and virtual client and carrier meetings as needed.
Review all renewal and new business policies for accuracy and request corrections as necessary.
Handle billing, premium financing, and non-payment processing and follow-up.
Process policy change requests and audits, ensuring timely endorsement follow-up and billing.
Oversee the issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
Utilize insurance carrier online systems efficiently.
Market new and renewal business, including market selection, online rating, submissions, and coverage analysis.
Field calls regarding claims, direct clients to the appropriate carrier for submitting claims, and assist clients with claim-related questions (50-60% of the role).