Commercial Lines Account Manager

One80•Boston, MA

20h•Hybrid

About The Position

The Account Manager serves as the primary contact for day-to-day client service needs within an assigned book of business. Working closely with a Producer or Account Executive, this role supports service delivery, placement, and business development efforts. Success in the position requires consistent use of internal systems, proactive communication with clients via phone and email, and strict adherence to corporate standards, including accurate data management within the system of record. As a core member of the client team, the Account Manager also collaborates with and provides direction to third-party vendors to ensure seamless account management. This is a hybrid role requiring one to three days per week in our Worcester, Massachusetts, Boston, Massachusetts, Guilford, Connecticut, or Glastonbury, Connecticut offices. Your Impact: Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation. Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers. Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance. Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record. Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.

Requirements

Two or more years of experience in a Property and Casualty brokerage environment, with a strong understanding of commercial insurance.
Ability to follow processes and procedural guidance.
Effective time management and task prioritization to meet deadlines.
Clear communication skills, both written and verbal.
Ability to work independently and as part of a team.
Insurance licenses, or willingness to obtain them as required.

Responsibilities

Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation.
Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers.
Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance.
Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record.
Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.