Commercial Lines Account Manager
About The Position
As a Commercial Lines Account Manager, you'll play an important role in delivering exceptional service and support to commercial insurance clients while helping businesses protect what matters most. Your expertise, responsiveness, and commitment to client care will contribute directly to client satisfaction, account retention, and the continued success of the Commercial Lines team. In this role, you'll serve as a trusted partner to clients, Producers, carrier partners, and internal team members, managing day-to-day account service needs while supporting renewal strategies and coverage solutions. You'll have the opportunity to apply your commercial insurance knowledge, strengthen client relationships, and contribute to a collaborative team focused on delivering outstanding results.
Requirements
- Active New York Property & Casualty insurance license.
- High school diploma or equivalent.
- Strong knowledge of commercial lines insurance products, coverages, carrier rating platforms, and policy servicing practices.
- Excellent written, verbal, and interpersonal communication skills.
- Proficiency with Microsoft Office Suite and related business technology.
- Strong organizational, analytical, and problem-solving skills.
- Ability to establish and maintain effective working relationships with clients, Producers, carrier partners, and team members.
- Client-focused mindset with a commitment to accuracy, responsiveness, and professional service.
Nice To Haves
- 3 to 5 years of commercial insurance customer service, account management, or insurance sales experience.
- College degree.
- Claims experience.
- Experience preparing renewal submissions, proposals, and client-facing insurance presentations.
- Experience utilizing carrier websites and online rating platforms.
- Ability to support Producer growth through coverage guidance and account expertise.
- Demonstrated success contributing to a collaborative, growth-oriented team environment.
Responsibilities
- Manage day-to-day service activities for assigned commercial lines accounts, ensuring clients receive prompt, accurate, and professional support.
- Coordinate renewal submissions by gathering information, collaborating with carriers, and helping ensure timely renewal execution.
- Prepare proposals and supporting materials for Producers and Sales Executives to support business growth and client retention.
- Analyze coverage options and utilize carrier rating platforms to support new business and renewal opportunities.
- Resolve policy, billing, claims, and service-related issues efficiently while maintaining a high standard of client service.
- Build strong relationships with clients, Producers, carrier partners, and colleagues that foster trust and long-term success.
- Maintain accurate account documentation and service records within agency management systems.
- Contribute to team initiatives, process improvements, and departmental goals that enhance operational effectiveness.
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
- 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
High school or GED
