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Commercial Lines Account Manager (Akron)

$225k - $350k
Full-time

BroadStreet Partners

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!

Vacancy posted 2 days ago
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