Account Manager - Commercial Lines

About the role

The Commercial Lines Account Manager is responsible for overseeing the day-to-day service, strategy, and execution of commercial insurance programs for both existing and prospective clients. This role serves as the primary point of contact for assigned clients, ensuring high-quality service delivery and strategic risk management consultation across all commercial lines. This position is both client-facing and operational, requiring strong technical expertise, relationship management skills, and a commitment to client advocacy.

What you'll do

• Client Relationship Management
• • Build and maintain strong relationships through proactive communication and service.
  • Conduct policy review and educate clients regarding coverages, exclusions, and risk exposures.
  • Respond promptly and professionally to client inquiries, service requests, and coverage questions.
  • Serve as an advisor by identifying opportunities to strengthen client insurance and risk management programs.
  • Maintain a high level of client satisfaction and retention through consistent engagement and follow-through.
• New and Renewal Business Management
• • Manage the new business and renewal process from planning through policy delivery.
  • Analyze client operations and exposures to identify coverage concerns and risk management opportunities.
  • Develop new business and renewal strategies in collaboration with Producers and internal team members.
  • Gather underwriting information and maintain accurate exposure data.
  • Coordinate with carrier underwriters throughout the marketing, quoting, and renewal process.  
  • Review terms, identify coverage gaps, and negotiate improvements when appropriate.
  • Prepare proposals, coverage comparisons, and recommendations for client presentations.  
  • Maintain knowledge of carrier products, underwriting appetites, and market conditions.
• Policy Service and Administration
• • Ensure client files, activities, and documentation are accurately maintained within the agency management system.
  • Assist with day-to-day policy changes, billing questions, audits, and rewrites

• Team Collaboration
• • Work closely with Producers, CSRs, CSAs, Claims Advocates, and other service team members.
  • Mentor and support service staff assigned.
  • Participate in process improvement initiatives and workflow development.
  • Contribute to agency retention, growth, and client satisfaction goals.

Qualifications

• Communication - Excellent verbal and written communication skills.
• Advocacy Mindset - Natural problem-solver who is committed to achieving the best outcome for clients.  
• Relationship Builder – Develops strong relationships with clients, carriers, and internal teams.  
• Organized Under Pressure - Manage multiple priorities and deadlines in a fast-paced environment.
• Collaborative – Thrives in a team environment and contributes to collective success.
• Client-Focused – Consistently delivers a high-quality client experience while maintaining attention to detail

Nice to haves

·         Active Property & Casualty License required.

·         Minimum of five (5) years of Commercial Lines Account Management experience preferred.

·         Proficiency in Applied Epic, carrier portals and Microsoft 365 applications.