Commercial Lines Account Manager

Job Description

Job Description

Commercial Lines Account Manager

Job Location:  Allentown, PA - Lehigh Valley Pennsylvania

We are seeking an experienced and motivated Commercial Lines Account Manager to join our clients' dynamic insurance team in a hybrid role. This is an exceptional opportunity for a dedicated professional to manage and grow a diverse portfolio of commercial accounts while enjoying outstanding benefits, including an Employee Stock Option Plan, yearly bonuses, and a comprehensive benefits package. If you're passionate about building client relationships and delivering exceptional service in the commercial insurance space, we want to hear from you!

Position Overview

As a Commercial Lines Account Manager, you will serve as the primary point of contact for a book of small to medium-sized commercial accounts across various industries. You will be responsible for managing the day-to-day servicing needs of clients, maintaining strong relationships, and ensuring optimal coverage and risk management solutions. This role requires a detail-oriented professional who can balance multiple priorities while delivering superior customer service and contributing to the agency's growth objectives.

Primary ResponsibilitiesAccount Management & Client Relations

• Manage a diverse book of commercial lines accounts including contractors, lessors risk, real estate, restaurants, mercantile, and professional services industries
• Serve as the primary liaison between clients, insurance carriers, and internal team members
• Conduct regular account reviews to ensure clients have appropriate coverage and identify additional insurance needs
• Respond promptly to client inquiries regarding policies, coverage questions, claims, and billing matters
• Build and maintain strong, long-lasting client relationships through proactive communication and exceptional service delivery
• Identify cross-selling and up-selling opportunities within existing accounts to maximize client protection and agency revenue

Policy Management & Administration

• Process policy changes, endorsements, cancellations, and renewals accurately and efficiently
• Review and analyze policy documents for accuracy and completeness
• Coordinate with carriers to obtain quotes, bind coverage, and resolve policy-related issues
• Prepare and present renewal proposals with coverage recommendations and premium comparisons
• Maintain accurate and up-to-date client files and documentation in the agency management system
• Ensure compliance with all regulatory requirements and agency procedures
• Process certificates of insurance and respond to certificate requests in a timely manner