Commercial Lines Account Manager

Small Business Unit Commercial Account Manager Location: Ohio or Kentucky Employment Type: Full-Time and Hybrid based in one of our locations Job Summary Are you an organized, detail-driven insurance professional who thrives in a fast-paced service environment? As an SBU Commercial Account Manager (SBCAM ), you’ll support and retain a high-volume portfolio of small business commercial lines clients. You’ll handle day-to-day servicing needs, ensure policy accuracy, process transactions efficiently, and deliver the responsive, relationship-focused service our clients rely on. This role is ideal for a licensed insurance professional with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and helping small businesses feel protected and supported. Responsibilities Build & Maintain Client Relationships Develop strong working relationships with clients, underwriters, and producers Maintain high satisfaction within your assigned book of business Conduct periodic service calls and respond promptly to client inquiries Serve as a reliable point of contact for certificates, endorsements, billing questions, and policy changes Deliver High-Volume, High-Quality Account Service Begin renewal preparation 90 days prior to expiration Prepare renewal submissions, obtain signed applications, and deliver renewals per departmental procedures Review accounts for rounding opportunities and increased limits; document all recommendations to prevent E&O exposure Process endorsements, certificates, audits, and change requests accurately and efficiently Issue certificates and verify policy accuracy Report claims to carriers in accordance with agency guidelines Ensure Accuracy, Compliance & Documentation Maintain real-time, accurate client files in AMS-360 and ImageRight Update billing screens, commissions, producer codes, company codes, and status codes during renewal processingLi> Prepare and process premium finance agreements Handle agency-bill invoicing and ensure compliance with agency procedures Prepare and process lost policy releases (LPRs) Act as liaison between clients and carriers regarding inspections and loss control recommendations Notify leadership when service standards may be at risk Support Producers & New Business Workflows Provide technical support for new business opportunities Prepare new business submissions when the new business department is unavailable Assist producers with gathering information and risk management recommendations for renewals Qualifications We’re Seeking Minimum 1 year of commercial lines P&C insurance experience Active Ohio Property & Casualty license High school diploma or GED Ability to manage a book of $225,000-350,000 in agency revenue Proficiency in AMS-360, ImageRight, Microsoft Office, and web-based tools Strong attention to detail, accuracy, and adherence to procedures Professional communication skills, both written and verbal Ability to adapt to change and follow agency guidelines Commitment to continuing education Benefits Include Health, dental and vision insurance from day one Company-funded health savings account (HSA) Life insurance, short- and long-term disability 401(k) with employer match Paid time off, including summer hours and paid parental leave #J-18808-Ljbffr BroadStreet Partners