Commercial & Personal Lines Account Manager

Job Description

Job Description

GTM Insurance Agency is seeking a Commercial & Personal Lines Account Manager who is passionate about delivering exceptional client service and building strong relationships. In this role, you will serve as the primary liaison between our clients and insurance carriers, ensuring that client accounts are managed accurately, efficiently, and proactively.

If you are detail-oriented, knowledgeable about insurance coverage, and thrive in a fast-paced, client-focused environment, we'd love to hear from you.

What You'll Do

As a Commercial & Personal Lines Account Manager, you will:

• Provide accurate and timely communication to clients via phone, email, and written correspondence.
• Educate clients on insurance coverages, exclusions, exposures, and policy changes.
• Handle endorsements, renewals, cancellations, certificates, binders, and policy processing.
• Prepare applications and proposals for submission to insurance carriers.
• Market, renew, and re-market policies for new and existing accounts.
• Review policy audits and coordinate corrections between clients and carriers.
• Maintain accurate and detailed client records in a paperless environment.
• Attend client and prospect meetings as needed.
• Prioritize workflow to ensure timely and accurate processing of all transactions.
• Collaborate with team members to provide outstanding service and support.

What We're Looking For / Required Qualifications

• 2+ years of experience as an Insurance Account Manager.
• Active Property & Casualty Producer License.
• Associate degree in Business or a related field.
• Strong understanding of commercial and personal insurance underwriting, coverage analysis, and rating.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Proficiency in Microsoft Office and the ability to work across multiple systems in a paperless environment.
• Team-oriented mindset with a commitment to client satisfaction.

What Makes You Successful in This Role

• Staying current on industry trends and insurance products.
• Thinking creatively to improve the client experience.
• Taking initiative and solving problems proactively.
• Delivering consistent, high-quality service with attention to detail.