Commercial Lines Account Manager

The Jonus Group•Goshen, NY

3d•Hybrid

About The Position

Seeking a highly skilled and motivated Commercial Lines Account Manager with a strong background in handling commercial accounts, ideally with experience in Public Entity. The successful candidate will deliver exceptional service to clients, maintain high ethical standards, and foster long-term relationships. The role offers a dynamic work environment, opportunities for professional growth, and an emphasis on work-life balance. The annual salary is $70,000–$85,000, plus commission. A hybrid schedule is available, with three days in-office and two days remote; fully in-office work is preferred. Hours are 8:30 AM–4:30 PM with a 30-minute lunch break. Overtime is paid for hours exceeding 37.5 per week. Benefits include medical, dental, vision, life, short-term disability, long-term disability, and identity theft protection coverage, effective the first of the month after hire. The company also provides 12 paid holidays, including a floating holiday, and covers continuing education and licensing fees.

Requirements

Active Property and Casualty Insurance Broker’s License.
At least 2 years of experience servicing commercial accounts in a busy agency environment.
Strong problem-solving, prioritization, and organizational skills.
Excellent written and verbal communication abilities.
Ability to work effectively in a team-oriented environment.
Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.

Nice To Haves

Experience with Public Entity accounts.
Associate’s degree or higher.
Experience with agency management systems such as AMS360, ImageRight, or Epic.

Responsibilities

Respond promptly to customer inquiries about coverage, underwriting, binders, certificates, and other documentation.
Assist producers with applications and supplemental questionnaires.
Submit applications to appropriate markets for renewals or remarketing.
Review renewal policies, endorsements, and audits for accuracy and facilitate corrections as needed.
Process policy change requests through AMS360 and provide required documentation to insureds or carriers.
Assist insureds with reporting claims and ensure timely submission of loss reports and supporting documents to carriers; follow up according to agency procedures.
Remarket accounts at a producer’s request, prepare quote comparison spreadsheets, and forward required documents to new carriers.
Maintain accurate coverage details and account activity documentation in AMS360.
Track expiring policies and manage renewal pipelines.
Identify account-rounding opportunities during client interactions.
Accompany producers on client visits as needed.
Participate in meetings, training sessions, and seminars.
Assist in training co-workers as required.
Comply with agency procedures and guidelines.
Perform other related duties as assigned by management.