Commercial Lines Account Manager

Keystone Agency Partners LLC • Troy, MI

1d • Onsite

About The Position

Mason-McBride Insurance is seeking an experienced Commercial Lines Account Manager to manage and service a portfolio of small to mid-sized commercial insurance accounts. The role focuses on delivering exceptional customer service, maintaining long-term client relationships, and handling account activity throughout the client lifecycle in a fast-paced agency environment. The account manager processes policy and account documentation, responds to client requests, coordinates claims follow-up, supports producers with quotes and coverage solutions, and identifies opportunities to cross-sell or upsell relevant products. The position is based at the agency’s Troy, Michigan office and has Monday–Friday hours of 8:00 a.m. to 4:30 p.m.

Requirements

• High school diploma required.
• Active Michigan Property and Casualty License required.
• At least 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.
• Experience with agency management systems.
• Excellent written and verbal communication skills and a strong customer service focus.
• Strong organization and attention to detail, with the ability to prioritize multiple tasks in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Self-motivated, proactive, and able to act with urgency.
• Positive attitude and willingness to learn, adapt, and receive coaching.
• Ability to work independently and contribute 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.
• Familiarity with Surplus Lines placements and the Lloyd’s insurance market.
• Experience with Applied Epic or AMS360 agency management systems.

Responsibilities

• Manage a book of small to mid-sized commercial insurance accounts and provide service throughout the client lifecycle.
• Respond to client inquiries, policy changes, cancellations, and coverage requests while meeting service standards.
• Process new business, renewals, endorsements, cancellations, binders, certificates of insurance, invoices, and other policy documentation according to agency procedures.
• Prepare and deliver Evidence of Insurance requests and Certificates of Insurance accurately and efficiently.
• Generate insurance quotes and collaborate with producers to provide competitive coverage solutions.
• Review and process policy change requests in accordance with underwriting and carrier guidelines.
• Obtain and track required trailing documents and outstanding client information.
• Accurately document client interactions and account activity in the agency management system.
• Verify and update client contact information during each customer interaction.
• Serve as the primary point of contact for incoming claims, providing guidance and coordinating follow-up as needed.
• Maintain knowledge of carrier underwriting guidelines, rating procedures, compliance requirements, and available products.
• Identify opportunities to cross-sell and upsell 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 products through ongoing education and training.
• Share knowledge, best practices, and technical expertise with team members.

Benefits

• 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.
• Competitive salary.

What This Job Offers

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