Commercial Lines Account Manager
About The Position
As a Commercial Lines Account Manager, you'll serve as a trusted resource for clients, guiding them through their insurance needs while helping protect what matters most to their businesses. This role combines relationship management, policy servicing, marketing support, and business development to deliver an exceptional client experience. You'll partner closely with clients, carriers, and internal teams to maintain a high-quality book of business, support growth opportunities, and ensure accounts are managed with accuracy and care. Your expertise and responsiveness will play a key role in client retention, satisfaction, and long-term success.
Requirements
- Nevada Property & Casualty Insurance License.
- Associate Degree in Sales, Business Administration, Marketing, or a related field.
- One or more years of experience in an administrative, account management, or related role.
- Knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
- Strong written and verbal communication skills.
- Excellent organizational, project management, and time management abilities.
- Proficiency with Microsoft Office applications and client management technology platforms.
- Ability to work effectively in a collaborative, team-oriented environment.
Nice To Haves
- Experience in the property and casualty insurance industry, specifically commercial lines account management.
- Bachelor's Degree in Sales, Business Administration, Marketing, or a related field.
- Professional insurance designations such as CIC, AU, CPCU, or similar credentials.
- Experience working with CRM systems and insurance agency management platforms.
- Knowledge of insurance marketing, prospecting, and business development activities.
- Understanding of industry regulations, trends, and best practices.
Responsibilities
- Build and maintain strong client relationships by providing proactive guidance on coverage options, risk management strategies, and policy enhancements.
- Develop customized insurance proposals that align coverage recommendations with each client's unique exposures and business needs.
- Present new business and renewal quotes, helping clients understand coverage terms, benefits, and pricing options.
- Manage policy changes, endorsements, certificates of insurance, and related documentation to ensure accuracy and timely service.
- Respond promptly to client inquiries regarding coverage, claims, billing, and policy administration, delivering solutions that strengthen client satisfaction and retention.
- Support business growth by identifying new opportunities, networking within the community, and participating in agency marketing initiatives.
- Review policy documents and insurance contracts to ensure compliance, accuracy, and alignment with client expectations.
- Collaborate with accounting and service teams on billing activities, audits, and account management processes.
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 to help you build your financial future
- 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
Associate degree
