Commercial Lines Account Manager

Job Description

Job Description

About Us

Ascent Insurance Group has been helping individuals, families, and businesses make confident insurance decisions since 2006. We work with financially strong, nationally respected carriers to build coverage that is intentional, well-designed, and aligned with how our clients live and operate. What sets us apart is how we think. We take the time to understand risk before recommending coverage—because insurance should protect you when it matters, not surprise you when it’s too late. From growing businesses to families with homes, vehicles, and long-term plans, our clients rely on us for clear guidance, steady communication, and consistent follow-through.

Ascent Insurance Group is proud to be part of Keystone Agency Partners, a national network of independent insurance agencies. This partnership enhances our access to top-tier carriers, resources, and expertise—allowing us to deliver broader capabilities and deeper insight while maintaining the personalized service and accountability of an independent agency. While our roots are local, our experience extends well beyond a single market. We support clients wherever their needs take them, bringing the same level of care, accountability, and expertise to every relationship. At Ascent Insurance Group, we believe strong coverage starts with strong advice.

Commercial Lines Account Manager

Position Summary:

We are seeking a detail-oriented and customer-focused Commercial Lines Account Manager to join our growing team. In this role, you will manage and service a designated portfolio of small commercial insurance clients while building strong relationships with insureds, producers, and carrier partners. The ideal candidate is organized, proactive, and thrives in a fast-paced environment where exceptional client service and attention to detail are essential.

Key Responsibilities:

• Serve as the primary point of contact for a designated book of small commercial insurance clients, delivering outstanding service and timely support.
• Manage the full policy lifecycle, including renewals, endorsements, policy changes, cancellations, certificates of insurance, and other servicing requests.
• Market renewal and new business accounts to insurance carriers to obtain competitive coverage and pricing.
• Prepare and present coverage comparisons and policy proposals to support client and producer recommendations.
• Coordinate the renewal process to ensure policies are reviewed, marketed, and renewed accurately and on schedule.
• Process policy additions, deletions, and updates while maintaining complete and accurate client records within the agency management system.
• Collaborate with producers, underwriters, carrier representatives, and internal team members to resolve issues and provide effective client solutions.
• Respond promptly and professionally to client inquiries, independently handling routine service requests and escalating complex issues when appropriate.
• Maintain accurate documentation and ensure compliance with agency procedures, carrier guidelines, and applicable insurance regulations.
• Stay informed of industry trends, carrier updates, and commercial insurance products to better serve clients.

Qualifications:

• High school diploma, or equivalent required.
• Active Oklahoma Property & Casualty License required
• Minimum of 1 year of experience in commercial lines insurance, insurance support, customer service, or an administrative role preferred.
• Working knowledge of commercial insurance products, coverages, and carrier processes, or a strong willingness and ability to learn.
• Experience with agency management systems, preferably Applied Epic or AMS360.
• Proficiency with Microsoft Office Suite (Outlook, Word, and Excel).
• Comfortable learning new technology and navigating multiple software platforms.
• Strong customer service skills with a commitment to building and maintaining positive relationships.
• Excellent verbal and written communication skills, along with strong organizational, follow-up, and time management abilities.
• Detail-oriented with the ability to manage multiple priorities while maintaining a high level of accuracy.
• Self-starter who works effectively both independently and as part of a collaborative team.
• Ability to pass a criminal background check, as permitted by law.

Schedule: Monday-Friday, 8:30am-4:30pm

Office Location: 11917 South Norwood Avenue, Suite 104, Tulsa, OK 74137

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.