Commercial Lines Account Manager

Keystone Agency Partners LLC • Houston, PA

3d • Hybrid

About The Position

The Commercial Lines Account Manager manages an assigned book of commercial insurance business, supports new client implementation, and ensures high levels of client service and retention. Reporting to the Director of Commercial Lines Operations, this role serves as a central liaison among clients, producers, vendors, and carriers. It requires a strong understanding of commercial insurance products and a proactive, detail-oriented approach to resolving issues and delivering service. The Account Manager also contributes to agency growth by supporting sales efforts and coordinating policy management.

The role includes managing client relationships and renewals, responding to service requests, resolving billing and claims issues, and coordinating onboarding and policy documentation. It also supports sales activities, prepares client presentations, maintains accurate records in Applied Epic, and assists with team and administrative needs. Occasional travel is required.

Requirements

• High school diploma required.
• Active Property & Casualty Insurance license required.
• At least 3 years of experience as a Commercial Lines Account Manager or in a similar client-facing commercial insurance role.
• Strong knowledge of commercial insurance products, coverages, and industry regulations.
• Proficiency with Microsoft Office Suite and Applied Epic or a similar agency management system.
• Excellent verbal and written communication skills and a strong commitment to client service.
• Exceptional attention to detail and strong organizational and analytical capabilities.
• Problem-solving, relationship-building, and interpersonal skills, with a collaborative, team-oriented approach.
• Effective time-management skills and ability to prioritize in a fast-paced environment.
• Ability to travel occasionally.
• Ability to pass a criminal background check, as permitted by law.

Nice To Haves

• Associate or Bachelor’s degree.

Responsibilities

• Manage an assigned book of business, foster client relationships, and maintain high retention levels.
• Respond to client inquiries, policy changes, complaints, and service requests in a timely and professional manner.
• Manage renewals, including gathering data, obtaining quotes, preparing proposals, and updating systems.
• Escalate and resolve complex issues in communication with the department director.
• Track pending client requests and maintain proactive communication with clients and sales executives.
• Coordinate resolution of billing and claims issues with carriers and internal teams.
• Attend training sessions, webinars, and carrier programs to maintain industry knowledge.
• Obtain accurate prospect and client information from producers to evaluate risk exposure and insurance needs.
• Coordinate internal and carrier efforts to prepare quotes, proposals, and policy documents.
• Manage new-client onboarding, including paperwork, compliance, and data entry in Applied Epic.
• Document new lines of business and their related activities and attachments in the system.
• Support the sales team in identifying business opportunities and executing sales strategies.
• Prepare presentation materials for claims reviews, new business, and renewals using client and carrier data.
• Participate in client and prospect meetings as needed to present proposals and facilitate onboarding.
• Manage implementation checklists and submit required forms and applications to carriers.
• Provide insights and recommendations based on customer needs and client data analysis.
• Attend internal and carrier meetings as directed by department leadership.
• Assist with policy cleanup projects to ensure Applied Epic data, including premiums and commissions, is accurate.
• Implement client contracts and support accounting, sales, and marketing efforts.
• Maintain knowledge of current services, products, programs, and operational procedures.
• Organize workflow to meet service deadlines and accurately update client records.
• Manage calls and emails professionally and assist teammates during absences.
• Perform other duties as assigned.

Benefits

• Competitive compensation
• Health insurance plans, including PPO, HSA, and copay options
• Dental insurance
• Vision insurance
• Company-paid disability insurance
• Supplemental insurance, including critical illness, accident, legal, and pet insurance
• 401(k) with Safe Harbor match
• Paid time off
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED