Commercial Lines Account Manager

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

• Support commercial insurance clients by providing timely, professional, and solutions‑oriented service
• Build and maintain long‑term client relationships through consistent communication and follow‑through
• Coordinate with Producers and the Commercial Sales team to support client needs and service strategy

Operational Excellence

• Manage day‑to‑day servicing of commercial client accounts in accordance with agency procedures, including:
  • New business setup and onboarding
  • Renewal processing and service support
  • Endorsements intake, processing, and follow‑up
  • Cancellations and audits
  • Billing, financing, and payments
  • Certificates, Evidence of Insurance, schedules, and auto ID cards
• Perform all work in compliance with company policies, procedures, and applicable insurance regulations
• Maintain accurate documentation and records within the agency management system
• Communicate with internal and external customers in a friendly, professional, and patient manner

Strategic Contribution

• Provide an exceptional customer experience with a focus on client retention and satisfaction
• Address customer concerns promptly and escalate issues as needed to the Commercial Lines Team Leader or Producers
• Support team goals by collaborating effectively with colleagues and contributing to a positive service culture

What You Bring

Required

• Minimum of 3 years of commercial insurance experience
• Active Property & Casualty insurance license
• Strong customer service and relationship‑management skills
• Ability to work independently while managing multiple priorities
• Strong communication skills and attention to detail

Preferred

• Experience using Applied Epic or similar agency management systems
• Experience working in a collaborative, team‑based insurance environment

Core Competencies

• Detail orientation
• Accountability and follow‑through
• Collaborative mindset
• Client‑first thinking
• Strong organization and time management
• Professional communication