Standard Commercial Lines Account Manager

Insurance Partners Agency LLCStrongsville, OH
1dHybrid

About The Position

The Standard Commercial Account Manager (CAM) is a licensed agent who is responsible for providing customer service, policy maintenance, coverage placement, problem resolution and retention for an assigned group of commercial lines accounts. This role requires a thorough understanding of insurance products and state and federal laws that regulate insurance. This is a hybrid role. Work from any of our Northeast Ohio locations (listed on our website).

Requirements

  • 5–15 years of Commercial Lines Property & Casualty (P&C) experience, with a strong track record of managing complex accounts.
  • High school diploma or GED required; additional education is a plus.
  • Active Ohio Property & Casualty license (must be current and in good standing).
  • Proven ability to manage a book of business generating $550,001–$749,999 in agency revenue.
  • Technical proficiency with AMS360, ImageRight, Microsoft Office (Excel, Word, PowerPoint), and general internet navigation.
  • Adaptability and consistency, with the ability to follow agency guidelines, workflows, and procedures.
  • Professional presence and the ability to represent the agency with confidence and credibility.
  • Experience handling high-activity, complex commercial accounts with accuracy and composure.
  • Strong analytical and sound decision-making skills, especially in evaluating coverage needs and risk profiles.
  • Clear, effective communication skills, both written and verbal, including the ability to deliver presentations.
  • Commitment to ongoing learning, including meeting all required continuing-education standard

Responsibilities

  • Build and maintain strong, professional relationships with clients, underwriters, and producers.
  • Ensure high levels of client satisfaction across your assigned book of business.
  • Conduct periodic service calls and respond promptly to client inquiries regarding new business, renewals, endorsements, certificates, and general policy questions.
  • Review accounts for coverage upgrades, account rounding opportunities, and risk-management improvements—documenting recommendations to reduce E&O exposure.
  • Gather renewal information and risk-management recommendations beginning 90 days prior to renewal.
  • Deliver renewals in alignment with departmental procedures.
  • Evaluate renewal accounts for additional lines of insurance or increased limits needed to strengthen the client’s program.
  • Process renewals in the agency management system, ensuring accurate billing, coding, and documentation.
  • Issue certificates, endorsements, and policy changes with precision and compliance.
  • Review and process audits according to established procedures.
  • Prepare premium finance agreements and coordinate with financial institutions for timely processing.
  • Handle agency-bill invoicing with accuracy and attention to detail.
  • Provide technical support to Producers for new business opportunities.
  • Assist with servicing renewal accounts and preparing submissions.
  • Cross-sell additional coverages and proactively recommend increased limits or enhancements.
  • Prepare new business submissions when needed to support the team.
  • Maintain strong working relationships with carriers and specialty markets.
  • Act as a liaison between clients and carriers regarding inspections, ensuring timely response to loss-control recommendations.
  • Prepare and process lost policy releases (LPRs) and other required documentation.
  • Report claims to carriers following departmental procedures.
  • Notify the Branch Manager or Team Leaders when service standards may be impacted.
  • Support team operations and contribute to a positive, solutions-oriented work environment.

Benefits

  • Competitive salary
  • Variable bonus potential
  • Medical, dental and vision
  • Ancillary benefit election options
  • Generous paid time off
  • 401k and employer match
  • Morale and company events
  • A vibrant, friendly culture where people genuinely enjoy working together, celebrate wins, and support each other’s growth

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

101-250 employees

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