Commercial Lines Insurance Account Manager

Position Description:

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.

Primary Responsibilities & Essential Functions:

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

Education & Experience:

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 an coverages

Core Competencies:

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

Work Environment:

This position typically operates in a professional office environment and may require interaction with clients, carriers, and internal teams on a daily basis.