Commercial Lines Account Manager

Keystone Agency Partners LLC • Troy, MI

21d • Onsite

About The Position

We are seeking an experienced Commercial Lines Account Manager to join our growing team. This role is responsible for managing and servicing a portfolio of small to mid-sized commercial insurance accounts while delivering exceptional customer service and building long-term client relationships. The ideal candidate is detail-oriented, organized, proactive, and thrives in a fast-paced agency environment.

Requirements

• High school diploma required
• Active Michigan Property and Casualty License required
• Minimum of 3 years of Commercial Lines Account Management experience servicing a small to mid-sized book of business with account premiums ranging from $2,500 to $50,000
• Strong understanding of commercial insurance coverages, underwriting principles, and agency workflows
• Knowledge of insurance rating platforms and carrier portals
• Proficiency with Microsoft Office Suite
• Excellent written and verbal communication skills with a strong customer service focus
• Highly organized with exceptional attention to detail and the ability to prioritize multiple tasks in a fast-paced environment
• Strong analytical and problem-solving skills
• Self-motivated with a proactive approach and a strong sense of urgency
• Positive attitude with a willingness to learn, adapt, and receive coaching
• Ability to work independently while contributing effectively as a collaborative team member
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Associate’s or Bachelor’s degree preferred
• Experience with multi-state Workers' Compensation policies and class code assignments a plus
• Familiarity with Surplus Lines placements and Lloyd’s insurance market preferred
• Experience with agency management systems, preferably Applied Epic or AMS360

Responsibilities

• Manage a book of small to mid-sized commercial insurance accounts, ensuring exceptional service throughout the client lifecycle.
• Respond promptly to client inquiries, policy changes, cancellations, and coverage requests while meeting established service standards.
• Process new business, renewals, endorsements, cancellations, binders, certificates of insurance, invoices, and other policy documentation in accordance with agency procedures.
• Prepare and deliver Evidence of Insurance requests and Certificates of Insurance accurately and efficiently.
• Generate insurance quotes and collaborate with producers to deliver competitive coverage solutions.
• Review and process customer policy change requests while ensuring underwriting and carrier guidelines are met.
• Obtain and track all required trailing documents and outstanding client information.
• Document all client interactions and account activity accurately within the agency management system.
• Verify and update client contact information during every customer interaction.
• Serve as the primary point of contact for incoming claims, providing guidance and coordinating follow-up as needed.
• Maintain a thorough understanding of carrier underwriting guidelines, rating procedures, compliance requirements, and available products.
• Identify opportunities to cross-sell and upsell additional insurance and financial products that meet clients' needs.
• Promote the agency's referral program by requesting referrals during client interactions.
• Stay current on industry trends, carrier updates, and new insurance products through ongoing education and training.
• Share knowledge, best practices, and technical expertise with team members to support a collaborative work environment.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, 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: Associate degree