Commercial Lines Account Manager

Position SummaryThe Commercial Lines Account Manager is responsible for supporting the servicing and management of commercial insurance accounts. This role requires independent judgment, strong organizational skills, and the ability to collaborate with producers, account executives, and clients to deliver exceptional service and maintain high client retention.

Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
Key ResponsibilitiesSupport the day-to-day servicing of a portfolio of commercial accounts, ensuring accuracy, timeliness, and high-quality client deliverablesPartner with Account Executives and Producers to manage both new and existing client relationshipsEvaluate existing insurance coverage and recommend enhancements or changes based on client needsCoordinate renewal processes, including gathering data, preparing submissions, and tracking timelines to ensure on-time completionCompile and manage information related to renewals, cross-selling opportunities, and account rounding strategiesPrepare and review proposals, binders, certificates, policies, endorsements, and related documentation for accuracySubmit applications to carriers and follow up to secure quotes, policies, and required documentation in alignment with deadlinesMaintain accurate and up-to-date client records within agency management systems (e.g., EPIC) and ensure all documentation is properly filedCoordinate and participate in client meetings, including renewal and strategy discussionsMonitor assigned accounts and proactively address service needs or issuesEnsure compliance with internal policies, procedures, and service standardsProvide technical and administrative support to senior team members as neededMentor and guide junior team members or associates, and assist with workflow coordinationParticipate in special projects and initiatives as assigned
QualificationsActive Property & Casualty (P&C) insurance license requiredPrior experience in commercial insuranceStrong understanding of insurance products, coverage analysis, and risk management conceptsExcellent communication and client service skillsAbility to manage multiple priorities and meet deadlines in a fast-paced environmentProficiency in Microsoft xzbcwsv Office and agency management systems (e.g., EPIC, TAM)Strong attention to detail and problem-solving capabilities
Key CompetenciesClient-focused mindset with a commitment to service excellenceStrong organizational and time management skillsAbility to work both independently and collaborativelyAnalytical thinking and decision-making abilityProfessional communication and relationship-building skills
Work Environment & ExpectationsHybrid collaboration with internal teams and external clientsParticipation in client meetings and renewal strategy sessionsCommitment to achieving service delivery goals and maintaining high retention