Commercial Lines Account Manager

About Us Founded in 1979 and headquartered in Duluth, MN, Cartier Insurance has grown into a leading independent insurance agency because of our commitment to providing our clients with friendly, personal service and expertise in all areas of the insurance industry. While we're located in Minnesota and Wisconsin, we service clients throughout the United States. We believe in becoming an integral part of our community. As a group, we have served on many community boards and committees and belonged to numerous service organizations. Cartier Insurance has built a reputation of trust and integrity. Our team of professionals represents many years of experience in personal, commercial, trucking, life, and health insurance. We work hard to build strong relationships with our clients so they can focus on what they care about with confidence, knowing we've got their back.

Commercial Lines Account Manager Position Summary:

The Commercial Lines Account Manager is responsible for servicing a portfolio of small to mid-sized commercial accounts while partnering closely with Producers to support new business development. This role ensures a high level of client satisfaction by managing day-to-day service needs, maintaining accurate policy information, and delivering timely, professional support across all aspects of account management.

Key Responsibilities:

Serve as a primary point of contact for clients, responding to inquiries related to coverage, billing, claims, and policy changes Manage policy servicing activities including endorsements, renewals, policy reviews, and coverage verification Collaborate with insurance carriers to coordinate policy updates and resolve client issues Partner with Producers to support client relationships, address service needs, and identify growth opportunities Maintain accurate and up-to-date client and policy information within the Applied Epic agency management system, including documentation and file attachments Process and monitor claims, ensuring timely follow-up and resolution Assist in remarketing existing accounts by gathering underwriting information and obtaining competitive quotes Support new business efforts by preparing submissions, marketing accounts, and developing proposals Contribute to account rounding initiatives to maximize coverage and client retention Manage billing inquiries and assist with collection of outstanding receivables

Qualifications:

Active Minnesota or Wisconsin Property & Casualty license Minimum of 2 years of commercial insurance experience preferred Working knowledge of commercial insurance products and coverage structures Proficiency in Microsoft Office Suite; experience with Applied Epic or similar agency management systems preferred Strong verbal and written communication skills with a client-focused approach Excellent organizational skills with a high level of attention to detail Self-motivated with the ability to manage multiple priorities in a fast-paced environment Ability to pass a criminal background check, as permitted by law

Schedule:

Monday-Friday, 8:30am-4:30pm (Hybrid Work Options)

Office Locations:

310 E. Superior Street, Suite, 220, Duluth, MN 55802 433 East La Salle Avenue, Barron, WI 54812

Benefits:

Salary Commensurate with Experience 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. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.