Insurance Agency- Commercial Lines Account Manager

Job Description

Job Description

Welcome to Roger Keith Sons Ins Agency Inc. We have been a fixture in the Lakeville, Massachusetts community for a long time, and we pride ourselves on doing things the right way—with honesty, heart, and a genuine desire to help our neighbors succeed. As we continue to grow, we are looking for a commercial lines account manager who wants to do more than just process paperwork. We are looking for someone who wants to become a trusted advisor to the local businesses that keep our economy running. In this role, you will be the bridge between our agency and our clients, ensuring that every business owner feels supported, understood, and truly protected. You will work in a supportive office environment where your input is valued and your professional growth is encouraged. If you enjoy the challenge of untangling insurance complexities and are looking for a place where you can put down roots and make a real impact, we would love to have a conversation with you. Come help us continue our legacy of service.

Responsibilities

Manage a diverse portfolio of commercial accounts, acting as the primary point of contact for day-to-day inquiries and policy adjustments.

Proactively review renewal terms, negotiate with carriers, and provide clients with professional recommendations.

Process endorsements, audit statements, and certificates of insurance with accuracy and efficiency.

Collaborate with our producers to identify coverage gaps and propose additional solutions that better protect our clients’ businesses.

Maintain accurate and up-to-date documentation in our agency management system to ensure smooth internal workflows.

Provide prompt, empathetic support to business owners navigating claims or complex coverage questions.

Requirements

Active Massachusetts Property & Casualty Producer License.

Three or more years of experience managing commercial insurance accounts.

Deep knowledge of commercial lines coverage, including GL, Property, Workers Compensation, and Umbrella policies.

Experience utilizing Applied Epic or a comparable agency management system.

Strong organizational skills with a focus on attention to detail.

Ability to translate complex policy language into simple, easy-to-understand terms for clients.

Experience with various carrier portals for quoting and policy servicing.

Benefits

• Competitive compensation based on experience
• Commission Opportunities
• Health Insurance
• Supplemental Insurance 
• Paid Holidays
• Paid Sick Days
• Paid Vacation Days
• Licensing & Continuing Education Support
• 401k with Company Contribution & Profit Sharing
• Paid Time Off (PTO)
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Vision Insurance
• Dental Insurance
• Hands on Training
• Professional Development