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 processing
• 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
• Hybrid work environment
• And much more!