commercial lines account manager

Leavitt Group

<div><p>Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.</p><p>
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.</p><p></p><p><b>
Responsibilities:</b></p><p><b>
</b>Prepare the applications for the submission with underwriting information provided by the Producer.</p><ul><li><p>
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks</p></li><li><p>
Work with the service staff to meet timeline (deadlines)</p></li><li><p>
Work with assigned Account Executive on marketing procedures with discussed selected markets</p></li><li><p>
Follow up with Markets for quotations</p></li><li><p>
Create the proposal under the direction of the Account Executive</p></li><li><p>
Create Proposal booklets</p></li><li><p>
Check for any discrepancy&rsquo;s b/w submission/quotation/proposal</p></li><li><p>
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive</p></li><li><p>
Work with Producer to provide binders of insurance/Get client sign off</p></li><li><p>
Certificate issuance</p></li><li><p>
Check policies with submission/quotation/proposal</p></li><li><p>
Invoice</p></li><li><p>
Check endorsements against Account Executive requests</p></li><li><p>
Issue auto ID Cards</p></li></ul><p></p><p><b>
Requirements:</b></p><ul><li><p><b>
3-5 years experience with working a small commercial lines book of business.</b></p></li></ul><ul><li><b>Active Property &amp;Casualty license</b></li><li>Must have strong computer software and in using Microsoft Office i.e. Excel, Word</li></ul><ul><li><p>
Must have strong oral and written communication skills</p></li><li><p>
Must have experience with carrier rating software</p></li><li><p>
Experience with the AMS 360 is highly preferred</p></li></ul><p></p><p><b>
Benefits</b></p><ul><li><p>
In office / hybrid
</p></li><li><p>Paid License renewal and continuing education</p></li><li><p>
Attractive Benefits package, including 401k</p></li><li><p>
Health Plan, Vision, Dental, FSA, &amp; Life Insurance</p></li><li><p>
Paid time off (vacation &amp; sick time)</p></li><li><p>
Wellness program</p></li></ul><p></p><p><i>
As a national agency broker company, Leavitt Group is in over 250 locations across 28 states.
</i></p><p><i>We are always looking for talented individuals who want to further their career and grow with us.</i></p><p></p><p>
#LI-DM1</p></div><p></p>

Commercial Lines Account Manager

Insurance Market Place

<p>Commercial Lines Account Manager (Bilingual &ndash; Spanish Required)</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li><b>Bilingual (English/Spanish) required</b></li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

LRA Insurance

<div><p>The Commercial Lines Assistant Account Manager supports Account Managers in servicing commercial insurance accounts. This includes tasks such as loss runs, proposals and pre-renewals, billing inquiries, processing endorsements, claims follow-up, underwriting requests, and occasional quoting. This role follows the agency's service standards and ensures accurate, timely work that upholds the agency's quality expectations.</p>
<p><b>Primary Responsibilities</b></p>
<ul><li>Provide technical support to Account Managers</li><li>
Request loss runs</li><li>
Review audits and request worksheets when needed</li><li>
Prepare proposals and pre-renewals</li><li>
Process advanced endorsements</li><li>
Follow up on claims</li><li>
Complete policy check-ins</li><li>
Communicate with underwriters</li><li>
Add or delete equipment as required</li></ul>
<p><b>Personal and Organizational Development</b></p>
<ul><li>Follow established workflows to ensure efficient and accurate processing</li><li>
Maintain positive and effective relationships with clients, coworkers, carriers, vendors, and business partners</li><li>
Stay informed on industry updates, new products, legislation, coverage changes, and technology</li><li>
Communicate clearly with others and collaborate to support agency goals</li></ul>
<p><b>Knowledge, Skills, and Abilities</b></p>
<ul><li>Minimum of one year of commercial insurance experience</li><li>
Advanced certificate processing skills</li><li>
Strong written and verbal communication</li><li>
Ability to interpret written and verbal instructions and understand abstract information</li><li>
Strong attention to detail</li><li>
Familiarity with AMS360 and ImageRight</li><li>
Ability to process written and digital materials visually</li><li>
Active Property and Casualty license required for remote work</li><li>
Knowledge of insurance products and markets</li><li>
Ability to manage complex tasks with multiple variables</li></ul></div>

Commercial Lines Assistant Account Manager

Powell & Associates Insurance LLC

<p><b>Job description:</b></p><p>Powell &amp; Associates is seeking a Property &amp; Casualty Commercial Lines Account Manager to help manage our growing book of commercial business. The position is responsible for supporting the producer and serving as the placement liaison for new and existing business.</p><p>The ideal candidate can navigate a fast-paced environment independently and never wants two days to look the same. We are looking for a driven and detail-oriented individual to support our team and help fuel our continuous growth.</p><p>Powell &amp; Associates has been family owned and operated since 1970, maintaining the family values that were present from the start and evolving to fit the needs of its team for the future.</p><p><b>Role &amp; Responsibilities</b></p><ul><li>Help facilitate the management of commercial lines insurance business between clients and carriers for new business, mid-term changes, and renewals.</li><li>Maintain existing clients and identity opportunities for new business</li><li>Negotiating and selling the opportunity to carrier partners, quoting online via carrier rating tools or submitting directly to wholesale partners</li><li>Set priorities and manage workflows within the renewal pipeline with strong organizational skills to ensure efficient, timely, and accurate work against expiration dates</li><li>Completion of marketing summary outlining terms, rates, bind order documents, and carrier responses</li><li>Binding coverage with underwriters and finalizing the marketing process including reviewing insurance documents for accuracy</li></ul><p><b>Knowledge, Skills, and Abilities:</b></p><ul><li>A minimum of two years of experience in the insurance industry or related field</li><li>Self-starter, that is solutions-oriented with the ability to navigate a workflow across multiple carriers and books of business simultaneously while managing deadlines</li><li>Proficient in Microsoft Word, Excel and Outlook</li><li>Maintain a professional and personable relationship with colleagues and customers both internally and externally</li></ul><p><b>What Would Set You Apart:</b></p><ul><li>Property &amp; Casualty Insurance License</li><li>2+ years in the commercial insurance field within an independent agency or brokerage</li><li>Experience using Applied Epic agency management system (or similar)</li><li>Preexisting relationships with underwriters, brokers, etc.</li><li>Understanding of the current local/regional insurance landscape including: market trends, pricing practices, and underwriting availability</li></ul><p><b>Benefits Include:</b></p><ul><li>Paid Vacation &amp; Sick Leave</li><li>Competitive Benefits and Retirement</li><li>Hybrid (or Remote) work available, based on experience and tenure</li><li>Salary is negotiable dependent upon experience and tenure ($50,000 - $90,000)</li></ul><p>Job Type: Full-time</p><p>Pay: $50,000.00 - $90,000.00 per year</p><p>Experience:</p><ul><li>Customer service: 2 years (Preferred)</li><li>Insurance sales: 2 years (Preferred)</li></ul><p>License/Certification:</p><ul><li>Property &amp; Casualty License (Preferred)</li></ul><p>Work Location: Hybrid remote in Ponchatoula, LA 70454</p>

Commercial Insurance Account Manager

Patra Corporation

<div>About Patra:
<p>
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.</p>
Core Duties:
<div>
The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.</div><div><br>
</div><div><b>Patra Core Competencies</b></div><ul><li>
Knows the Business</li><li>
Leads Others</li><li>
Accountable</li><li>
Team Player</li></ul><div><b>
Job Duties by Competency</b></div><div></div><div><b><br>
Knows the Business</b></div><ul><li>
Check policy discrepancy checklists against policies, endorsements, and applications<ul><li>
Advise AM of any changes needed</li></ul></li><li>
Assist in the renewal process including, but not limited to:<ul><li>
Create applications in agency management system</li><li>
Request renewal changes from insureds</li><li>
Follow up with carrier and/or insureds for pertinent information</li><li>
Request quotes from carriers utilizing proper applications and corresponding documentation</li><li>
Prepare quote presentation and details for AM&rsquo;s review</li><li>
Update Node as directed by AM</li><li>
Prepare binders to be sent to the insured for AM&rsquo;s review</li></ul></li></ul><ul><li>
Activity/task cleanup</li><li>
Send certificate requests to the team</li><li>
Process rush certificates needed under 2 hours</li><li>
Respond to India team questions as directed by AM</li><li>
Filing in document management system</li><li>
Process endorsement requests and inquiries from insureds to carriers</li><li>
Assist with finance quote requests and light accounting</li><li>
Research issues as presented by AM and report back findings</li><li>
Adapt to various insurance carrier rating websites</li><li>
Assist in creating Broker of Record letters as directed by the AM (pre-filling information)</li><li>
Order loss runs from carriers and wholesalers as needed</li><li>
Complete surplus filings with information provided by the AM</li><li>
Maintain a paperless workflow</li><li>
Maintain knowledge of various states insurance guidelines</li><li>
Understand customer challenges and partner to find solutions</li><li>
Special projects as directed by Account Manager or Manager</li><li>
Other duties as assigned</li></ul><div><b>
Accountable</b></div><ul><li>
Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client</li><li>
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team</li><li>
Use analytical and critical thinking in work processes and communication skills</li><li>
Identify and communicate to AM&rsquo;s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue</li></ul><div><b>
Team Player</b></div><ul><li>
Forge relationships with account managers and insurance carriers</li><li>
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
</li><li>Must be detail-oriented</li><li>
Superior organizational skills</li><li>
Self-Starter</li><li>
Excellent verbal and written communication skills</li><li><b>
Interpersonal Skills:</b> Demonstrates the ability to work well with Patra colleagues and clients and with external organizations</li><li>
Excellent computer/internet/Microsoft skills</li><li>
Excellent time management skills</li></ul><div><b>
Promotes Culture of Respect &amp; Safety:</b> Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.</div><div></div><div><b><br>
Knowledge, Skills and Abilities</b></div><ul><li>
1-5 years of Commercial Lines Retail Insurance Experience</li><li>
Possess current and active insurance P&amp;C license</li><li>
Accurate data entry</li><li>
Excellent typing skills</li><li>
Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div><b>
 </b><b>Working Conditions</b></div><ul><li>
Work from home</li><li>
Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite</li><li>
Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div><b>
 </b><b>Physical Requirements*</b></div><ul><li>
Constantly perform desk-based computer tasks</li><li>
Frequent sitting</li><li>
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds</li><li>
Sort/file paperwork, rarely twist/bend/stoop/squat</li><li>
Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job<i>.</i></li></ul>
Equal Employment Opportunity:
<div>
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.</div></div><div></div>

Associate Account Manager - Commercial Lines

Hurley Insurance Group

<div><div><div><b>Benefits:</b></div>
<ul><li>Flexible schedule</li>
</ul></div><div><div><br>
<i>Hurley Insurance Group is looking to hire a full time commercial lines producer. HIG is looking for a friendly, outgoing, and driven professional to bring in new commercial insurance accounts. A current Property &amp; Casualty insurance license and insurance experience is required. A hybrid work from home arrangement may be discussed.</i><br>
<br>
<i>We have been in business since 1986 and remain locally owned and operated!<br>
</i><br>
<br>
<br>
<br>
<b>Job Description:</b>
</div><div>The Commercial Lines Producer at Hurley Insurance Group is responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.<br>
<br>
<b>Benefits/Perks</b>
</div><ul><li>Competitive Pay</li>
<li>Professional Development</li>
<li>Job Stability in a growing industry</li>
</ul>
<div></div><div><b>Responsibilities</b></div>
<ul><li>Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.</li>
<li>Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.</li>
<li>Actively partner, network, and plan for new clients and business opportunities.</li>
<li>Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.</li>
<li>Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.</li>
<li>Support and prepare clients for renewal and retention and maintain strong client relationships.</li>
<li>Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.</li>
<li>Review client audits, verify and facilitate corrections as needed and maintain A/R and billing</li>
</ul>
<div></div><div><b>Qualifications</b></div>
<ul><li>Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor&rsquo;s Degree or comparable work experience.</li>
<li>Possess a valid driver&rsquo;s license and a source of reliable transportation.</li>
<li>Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.</li>
<li>Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.</li>
<li>Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.</li>
<li>Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.</li>
<li>Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.</li>
</ul>
</div><p>Flexible work from home options available.</p><p><i>
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.</i></p></div>

Commercial Lines Producer

USI Insurance Services

<div><div><div><div><p><b>General Description:</b> Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.
</p><p></p><p><b>Responsibilities:</b></p><ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li><li>
Regular in-person attendance at face-to-face client meetings.</li></ul><p><b><br>
Knowledge, Skills and Abilities:</b></p><ul><li>
5+ years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul><br>
</div></div><div></div><div><div><div><p><b>Why USI?</b><br>
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers <b>employee programs</b> that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</p><p><b>
Deep Community Engagement</b><br>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul>
<li>Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li>
<li>Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li>
<li>Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li>
<li>Certified as a Great Place To Work two years in a row (2024-2025).</li>
</ul><p>Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p></div><p></p>
</div></div><div><div><div><p><i>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time</i><i>.</i></p></div><br>
</div></div><div><div><div>$85,000 - $100,000</div></div></div></div></div>

CL Sr Account Manager

Search 10000+ Commercial lines account manager jobs near you this March. New roles added regularly across leading industries. Apply today.

10000 commercial lines account manager jobs Near Me

Commercial Lines Account Manager

Commercial Lines Account Manager

Commercial Lines Assistant Account Manager

Commercial Insurance Account Manager

Associate Account Manager - Commercial Lines

Commercial Lines Producer

CL Sr Account Manager