Commercial Lines Account Manager

Job Description

Job Description

Commercial Lines Account Manager

A premier, multi-market financial services and brokerage firm is seeking a skilled Commercial Lines Account Manager to join our growing Insurance division.

The ideal candidate will support the organization’s overall production team by managing an established book of business, allowing agents to maximize new production while maintaining exceptional, high-touch service for our commercial clients.

Position Overview

• Book Management: Service, manage, retain, and grow an existing book of commercial insurance business, preferably with exposure to Property & Casualty (P&C) specialty risks.
• Carrier Coordination: Initiate quotes, communicate directly with carriers and underwriters, and follow up diligently to secure competitive terms.
• Client Relations & Advising: Serve as a primary point of contact for day-to-day service needs, solving complex issues and answering advanced technical coverage questions.
• Account Servicing: Handle all policy endorsement activity, routine coverage updates, and client inquiries. Gather signed documents at the point of sale, obtain required underwriting information (such as loss runs), and finalize bind requests.
• Renewals & Marketing: Market annual policy renewals to carriers on behalf of clients and assist in marketing new business. Ensure timely, thorough coverage reviews are performed at least annually.
• Data Integrity: Identify policy coverages to accurately input and update details in the agency management system daily. Maintain real-time activity tracking, renewal dates, endorsements, and professional correspondence.
• Discretion & Autonomy: Exercise sound independent judgment regarding significant client and business matters, including the regular authority to bind insurance coverage on behalf of clients.
• Operational Support: Coordinate and prepare certificates of insurance, policy documents, and client invoices. Record and report loss notices directly to carriers.
• Team Collaboration: Maintain clear lines of communication with executive leadership. At the agent's discretion, accompany production teams on client site visits, presentations, and strategic meetings.
• Leadership Opportunity: Depending on the size and scope of the assigned book of business, this role may oversee or supervise a dedicated Insurance Assistant.
• Administrative Presentation: Assist with the creation of general correspondence, charts, tables, reports, and professional marketing presentations as required. Maintain absolute confidentiality regarding agency marketing and business operations.

Job Requirements

• Experience: 3 to 5+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance (P&C specialty area strongly preferred).
• Licensing: An active Property & Casualty Insurance License is strictly required (state-appropriate general lines agent license).
• Technology & Systems: * Proficiency with industry-standard Agency Management Systems (such as AMS360 or similar) is highly preferred.
• Advanced proficiency across the MS Office Suite (Excel, Word, PowerPoint, Outlook) is required. Familiarity with digital publishing or design tools is a plus.
• Ability to type 45–50 wpm or faster is preferred.
• Communication Skills: Strong written and verbal communication skills. Must be able to speak clearly, concisely, and represent the agency professionally with a client-focused demeanor.
• Operational Skills: Exceptional organizational abilities with the capacity to prioritize tasks, solve complex administrative problems, and multi-task efficiently in a fast-paced, deadline-driven corporate environment.
• Education: Bachelor’s degree is preferred; a high school diploma or equivalent is required. Additional insurance industry designations or coursework are a strong plus.