Commercial Lines Insurance Account Manager

Choice Financial GroupBrandon, MS
Onsite

About The Position

The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts. This role requires a strong commitment to service excellence, attention to detail, and the ability to build and maintain relationships with clients, producers, and carrier partners. The Account Manager serves as the primary day-to-day contact for clients, handling all service-related needs with professionalism, urgency, and expertise.

Requirements

  • Active Property & Casualty (P&C) Insurance License
  • Minimum of 2 years of commercial lines insurance experience (agency or carrier)
  • Working knowledge of commercial insurance products and coverages

Nice To Haves

  • Highly motivated with a strong desire to learn and grow
  • Customer-focused mindset with a commitment to delivering service excellence
  • Strong communication skills, both written and verbal
  • Detail-orientated with the ability to manage multiple priorities effectively
  • Collaborative team player who works well with producers and colleagues
  • Proactive approach to anticipating and meeting client needs
  • Strong problem-solving skills and ability to handle issues with professionalism and urgency

Responsibilities

  • Manage and service an assigned portfolio of commercial insurance accounts
  • Review insurance policies for accuracy, completeness, and compliance with client needs
  • Process renewals, endorsements, cancellations, and new business applications
  • Prepare and issue certificates of insurance and evidence of property forms
  • Collaborate with producers to support account retention and growth strategies
  • Assist in preparing client proposals and supporting new business opportunities
  • Maintain complete, accurate, and up-to-date client files in accordance with agency procedures
  • Identify opportunities for policy enhancements, upgrades, and cross-selling additional coverages
  • Serve as the primary point of contact for client service inquires and requests
  • Build and maintain strong relationships with carrier underwriters to ensure efficient service and market support
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