Commercial Account Manager

Full-time

Description

Apply today to join a respected, established agency where you can grow your career and be part of a supportive, long-standing team.

About the Role:

We are seeking a motivated and detail-oriented Commercial Lines Account Manager to join our team. In this role, you will serve as the primary point of contact for commercial insurance clients, managing day-to-day service needs while supporting policy administration, renewals, and new business efforts. This position offers eligibility for a hybrid work schedule.

Key Responsibilities:

Client Service

• Respond to client requests including policy changes, certificates, billing inquiries, ID cards, and claims reporting
• Provide coverage guidance and maintain strong client relationships
• Deliver timely, professional customer service

Account Management

• Review policies for accuracy and completeness
• Resolve discrepancies and maintain proper documentation

Marketing & New Business

• Assist with submissions and quoting
• Work with carriers to obtain proposals
• Support proposal development

Underwriting Support

• Evaluate exposures and recommend appropriate coverage
• Collaborate with carriers on underwriting decisions

Billing & Processing

• Handle billing inquiries
• Process endorsements, renewals, and policy updates

Requirements

Qualifications

Required:

• Active Property & Casualty Insurance License
• 2+ years of commercial or personal lines insurance experience
• Strong communication and customer service skills
• High attention to detail and organizational ability

Preferred:

• CISR designation (or in progress)
• Experience with commercial lines coverage and underwriting

Skills & Competencies:

• Ability to work independently and manage multiple priorities
• Working knowledge of commercial insurance products and markets
• Strong written and verbal communication skills
• Professional, self-motivated, and team-oriented mindset

Systems & Tools:

• Agency management systems 
• Carrier websites and rating platforms
• Microsoft Outlook, Excel, and PDF tools

About Us:

Loesel-Schaaf Insurance Agency, Inc. is an independent, multi-line insurance agency dedicated to understanding and serving our clients’ needs. For over 100 years, we’ve delivered innovative insurance solutions while maintaining a strong commitment to integrity and service. We take pride in our long-tenured team, with many employees staying 15, 20, and even 25+ years. Our workplace culture emphasizes teamwork, support, and a family-like atmosphere.

Work Environment:

This is a fast-paced, client-focused position with a high volume of service requests. Team collaboration and cross-training are essential to success.

Benefits Offered:

• Medical, Dental, Vision, Life, and Disability Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)
• Voluntary coverages
• Participation in a fully-funded retirement program
• Eligibility for a hybrid schedule

OTHER RELEVANT REMARKS:

This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.

Salary Description

Experienced Account Managers-$50,000-$100,000