Commercial Lines Account Manager - SBU

Job Description

Job Description

Commercial Lines Account Manager – Small Business Unit (SBU)

Relation Insurance | Dallas, TX
Full-Time | Hybrid after onboarding and training

Relation Insurance is seeking a Commercial Lines Account Manager to join its Dallas Small Business Unit. You’ll manage an established book of small commercial accounts across a variety of industries and serve as the primary contact for clients’ day-to-day insurance needs.

You’ll work with producers and carriers to manage renewals, explain coverage options, and keep policy changes moving. If you enjoy helping small business owners understand their insurance and solving the service issues that come up along the way, we’d love to connect. This role focuses on servicing an existing book, with no sales or prospecting expectations.

What You’ll Do

• Serve as the primary day-to-day contact for an assigned book of small commercial clients.
• Help business owners understand their coverage, policy changes, and insurance requirements.
• Manage renewals from quoting and remarketing through binding, and communicate changes in coverage or pricing to clients.
• Prepare applications, proposals, binders, certificates of insurance, endorsements, and related policy documents.
• Review policies, endorsements, and audits for accuracy and work with carriers to resolve discrepancies.
• Coordinate with carriers and underwriters to obtain quotes, compare coverage options, and resolve policy issues.
• Help clients with billing questions, cancellation notices, policy changes, and initial claims reporting.
• Partner with producers to identify coverage gaps and recommend updates as clients’ businesses change.
• Keep client communications, policy activity, and follow-up documented in the agency management system.

What You Bring

• 3+ years of Commercial Lines account management experience , with 3–5 years as the target.
• Experience servicing small commercial accounts, either in a dedicated small business unit or as part of a mixed commercial book.
• Active Property & Casualty insurance license.
• Working knowledge of common small business coverages, including Businessowners Policies (BOPs), general liability, commercial property, commercial auto, and workers’ compensation.
• Ability to manage multiple client requests and renewal deadlines while keeping documentation accurate.
• Clear communication and strong follow-through with clients, producers, and carriers.
• Insurance designations such as CISR, CIC, CPCU, or AINS are a plus.
• Bilingual English/Spanish skills are a plus.

Why Join Relation Insurance

• Competitive compensation and an annual incentive opportunity.
• Medical, dental, vision, and wellness benefits, plus paid time off, paid holidays, and a 401(k).
• Hybrid flexibility after onboarding and training.
• A collaborative Dallas team, professional development opportunities, and the resources of a national brokerage.
• Technology and tools that help streamline client service.

Equal Opportunity Employer 

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.