Account Manager - Property & Casualty

Commercial Lines Account Manager

Position Overview

A well-established insurance organization is seeking an experienced Commercial Lines Account Manager to provide exceptional service and support to a diverse commercial client portfolio. This individual will serve as a trusted advisor to clients, helping manage insurance programs, coordinate policy servicing activities, and support risk management initiatives.

The ideal candidate will be highly organized, client-focused, and capable of managing multiple priorities while delivering a high level of service and professionalism.

Key Responsibilities

Client Relationship Management

• Deliver prompt, accurate, and professional service to clients and internal stakeholders.

• Build and maintain strong client relationships through proactive communication and responsive support.

• Serve as a trusted resource regarding commercial insurance coverages, risk management strategies, and policy-related questions.

• Coordinate with carrier partners and internal team members to support client needs and objectives.

Renewal & Marketing Activities

• Manage new business and renewal processes from submission through binding.

• Market accounts to insurance carriers and negotiate coverage options on behalf of clients.

• Collaborate with producers and internal team members to develop competitive insurance solutions.

• Ensure all renewal activities are completed accurately and within established timelines.

Coverage Analysis & Risk Management

• Review existing insurance programs and contractual requirements to identify potential coverage gaps or improvements.

• Provide coverage recommendations and educate clients regarding exposures, exclusions, and risk management considerations.

• Coordinate claims reviews and assist clients with claims-related matters as needed.

• Conduct contract reviews and provide insurance-related guidance.

Policy Administration

• Maintain accurate client records and documentation within agency management systems.

• Process and oversee policy changes, endorsements, audits, certificates of insurance, proposals, policy issuance, and related service activities.

• Ensure client information, applications, and policy records remain current and accurate.

• Prepare reports, correspondence, and client communication materials as required.

Compliance & Quality Assurance

• Adhere to established agency procedures, regulatory requirements, and industry best practices.

• Maintain a high degree of accuracy, professionalism, and confidentiality in all work performed.

• Support quality control initiatives and continuous process improvements.

Required Qualifications

• 3+ years of Commercial Lines Property & Casualty insurance experience.

• Active Property & Casualty insurance license or ability to obtain and maintain appropriate licensing.

• Strong understanding of commercial insurance coverages and risk management concepts.

• Excellent communication, relationship-building, and customer service skills.

• Strong organizational abilities and attention to detail.

• Ability to manage multiple priorities and deadlines in a fast-paced environment.

• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.

Preferred Qualifications

• Experience working in an independent insurance agency or brokerage environment.

• Familiarity with agency management systems such as Applied Epic or similar platforms.

• Experience handling complex commercial accounts across multiple industries.

• Additional insurance designations or professional certifications are a plus.

Desired Attributes

• Client-focused with a commitment to delivering exceptional service.

• Strong analytical and problem-solving skills.

• Excellent negotiation and interpersonal communication abilities.

• Self-motivated and capable of working independently while collaborating with a team.

• Detail-oriented with strong follow-through and accountability.

• Professional, dependable, and relationship-driven.

Work Environment

• Collaborative office environment focused on teamwork and client success.

• Interaction with clients, carrier partners, producers, and internal service teams.

• Opportunity to work with a variety of commercial clients and industries.

• Professional environment that supports employee development and long-term career growth.

Compensation & Benefits

• Competitive compensation based on experience and qualifications.

• Comprehensive health and wellness benefits.

• Retirement savings plan with company-sponsored options.

• Paid time off and company holidays.

• Ongoing professional development and continuing education opportunities.

• Long-term career advancement potential within a growing organization.

Equal Opportunity Employer

Our client is committed to fostering an inclusive workplace and is proud to provide equal employment opportunities to all applicants and employees. Employment decisions are based on qualifications, merit, and business needs without regard to any protected status under applicable law.

Pay Details: $60,000.00 to $100,000.00 per year

Search managed by: Aaron Matthias

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.