Commercial Lines Account Manager

Commercial Lines Account Manager

The Commercial Lines Account Manager is an experienced and dependable insurance professional responsible for management of an assigned book of business to manage relationships with clients and ensure the client's insurance needs are met. This role requires exceptional organizational and communication skills, technical coverage knowledge, and the ability to proactively manage client needs.

Job Duties

• Business Development New and Renewal
  • Partners with the Producer and Account Executive to execute renewal and marketing strategies, ensuring timely preparation and submission of all marketing materials
  • Manages new business submissions, gathering complete underwriting information and providing competitive quotes to the Producer and Account Executive
  • Identifies and pursues opportunities to enhance client programs through risk assessments, additional coverages, endorsements, or policy upgrades
  • Collaborates with the Producer to solicit additional lines of business at renewal
  • Develops and maintains productive relationships with carrier representatives and underwriters to enhance favorable results for the agency and client
  • Actively participates in agency meetings and professional development to remain current on market trends, legal changes, carrier appetite, and emerging coverage options
• Client Interaction
  • Serves as the primary day-to-day contact for the client, providing timely and professional responses to inquiries and requests
  • Proactively manages client relationships, ensuring all service standards are met
  • Handles policy changes, such as adding or removing vehicles, equipment, and locations, and payroll changes
  • Provides clear, accurate insurance information to guide the client to informed decisions
  • Coordinates with the Producer and Account Executive on communication regarding complex and strategic client matters
• Team Collaboration
  • Supports agency profitability and efficiency by adhering to established workflows and use of technology
  • Accurately maintains all client, carrier, and prospect records within the agency management system
  • Collaborates with internal team members, underwriters, and leadership to resolve service issues promptly and effectively

Job Requirements

• 3-7 years of insurance industry experience, with at least 2 years in Commercial Lines account management
• Strong working knowledge of commercial coverages, risk management principles, and carrier underwriting practices
• Exceptional written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and agency management system: proficiency with AMS360 is preferred
• Highly organized, detail-oriented, and capable of managing multiple priorities under time constraints
• Self-directed, resourceful, and capable of working with minimal supervision
• Ability to collaborate in a team environment and accept coaching and guidance from leadership
• College degree preferred
• Licenses and Designations:
  • Property & Casualty Producer License (Required)
  • CWCA and CLCS designations (preferred)
  • Actively pursuing CRIS or CIC (preferred)

A Powers Commercial Lines Account Manager consistently maintains a professional, client-centered approach and demonstrates and embodies our Five Core Values of Connection, Diligence, Innovation, Integrity, and Humility. If this sounds like you, we would love to hear from you today!

Powers Insurance and Benefits