Commercial Lines Account Manager

Job Description

SBU Commercial Lines Account Manager

Job Summary

A growing independent insurance agency is seeking a detail-oriented and motivated SBU Commercial Lines Account Manager to join a collaborative commercial lines team. This role focuses on providing comprehensive AZ servicing for small business commercial insurance accounts including new business renewals policy changes and client inquiries.

The ideal candidate will have experience in commercial lines account management strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. This position offers an opportunity to work closely with producers and account management professionals while delivering exceptional client service and supporting business growth.

Responsibilities

• Provide comprehensive AZ servicing for small business commercial lines accounts including new business renewals endorsements and ongoing policy maintenance.

• Manage a diverse portfolio of commercial accounts including nonprofit organizations contractors lessors risk and condominium or homeowners associations.

• Handle inbound client inquiries service requests and new business opportunities.

• Collaborate with outside producers and internal team members to ensure efficient account management and client satisfaction.

• Quote market and process new business and renewal policies.

• Review existing coverage and identify opportunities to enhance protection and address client needs.

• Communicate with insurance carriers to obtain quotes negotiate terms and resolve policy-related issues.

• Maintain accurate client records policy information and documentation using Applied EPIC or similar agency management software.

• Monitor renewal timelines and proactively communicate with clients to ensure timely policy processing.

• Identify opportunities for cross-selling and account growth.

• Provide exceptional customer service while maintaining strong relationships with clients carriers and producers.

• Participate in onboarding and training activities to develop familiarity with agency procedures and workflows.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 1 year of experience in commercial lines insurance account management or a related role.

• Experience servicing small business commercial insurance accounts preferred.

• Familiarity with various commercial insurance coverages and industries including contractors nonprofit organizations and habitational risks.

• Proficiency in Applied EPIC or similar agency management software preferred.

• Strong technical aptitude and ability to learn new systems and processes quickly.

• Excellent verbal and written communication skills.

• Strong organizational skills with the ability to manage multiple accounts and competing priorities.

• Detail-oriented with a commitment to accuracy and timely completion of tasks.

• Ability to work efficiently in a fast-paced team-oriented environment.

• Proactive problem-solving skills and a customer-focused approach to account management.

• Ability to work independently while collaborating effectively with producers and internal team members.

Compensation Package

• Salary Range: $60000 $85000 annually commensurate with experience.

• Additional Compensation: Production-based bonus opportunities.

• Benefits: Competitive benefits package including 401(k) paid time off and professional development opportunities.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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Required Experience:

IC