Commercial Lines Account Manager Position Summary:

We are seeking an experienced Commercial Lines Account Manager to join our growing team. This role is responsible for managing and servicing a portfolio of small to mid-sized commercial insurance accounts while delivering exceptional customer service and building long-term client relationships. The ideal candidate is detail-oriented, organized, proactive, and thrives in a fast-paced agency environment.

Key Responsibilities:

Manage a book of small to mid-sized commercial insurance accounts, ensuring exceptional service throughout the client lifecycle. Respond promptly to client inquiries, policy changes, cancellations, and coverage requests while meeting established service standards. Process new business, renewals, endorsements, cancellations, binders, certificates of insurance, invoices, and other policy documentation in accordance with agency procedures. Prepare and deliver Evidence of Insurance requests and Certificates of Insurance accurately and efficiently. Generate insurance quotes and collaborate with producers to deliver competitive coverage solutions. Review and process customer policy change requests while ensuring underwriting and carrier guidelines are met. Obtain and track all required trailing documents and outstanding client information. Document all client interactions and account activity accurately within the agency management system. Verify and update client contact information during every customer interaction. Serve as the primary point of contact for incoming claims, providing guidance and coordinating follow-up as needed. Maintain a thorough understanding of carrier underwriting guidelines, rating procedures, compliance requirements, and available products. Identify opportunities to cross-sell and upsell additional insurance and financial products that meet clients' needs. Promote the agency's referral program by requesting referrals during client interactions. Stay current on industry trends, carrier updates, and new insurance products through ongoing education and training. Share knowledge, best practices, and technical expertise with team members to support a collaborative work environment.

Qualifications:

High school diploma required; Associate's or Bachelor's degree preferred Active Michigan Property and Casualty License required Minimum of 3 years of Commercial Lines Account Management experience servicing a small to mid-sized book of business with account premiums ranging from $2,500 to $50,000 Strong understanding of commercial insurance coverages, underwriting principles, and agency workflows Knowledge of insurance rating platforms and carrier portals Experience with multi-state Workers' Compensation policies and class code assignments a plus Familiarity with Surplus Lines placements and Lloyd's insurance market preferred Proficiency with Microsoft Office Suite Experience with agency management systems, preferably Applied Epic or AMS360 Excellent written and verbal communication skills with a strong customer service focus Highly organized with exceptional attention to detail and the ability to prioritize multiple tasks in a fast-paced environment Strong analytical and problem-solving skills Self-motivated with a proactive approach and a strong sense of urgency Positive attitude with a willingness to learn, adapt, and receive coaching Ability to work independently while contributing effectively as a collaborative team member Ability to pass a criminal background check, as permitted by law

Hours:

Monday-Friday, 8:00am-4:30pm

Office Location:

3155 W Big Beaver Road, Suite 125, Troy, MI 48084

Benefits:

Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to

Agencies:

Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. 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