Commercial Lines Account Manager

We are seeking a client-focused **Commercial Lines Account Manager** to serve as a trusted advisor and primary day-to-day contact for our commercial insurance clients. This individual will play a critical role in managing the full account lifecycle, from servicing existing policies to coordinating renewals and preparing submissions and proposals.

The ideal candidate brings hands-on experience in mid-market or complex commercial accounts, along with immediate proficiency in **Applied Epic** to ensure a seamless transition into our workflows. This role requires a proactive, detail-oriented professional who thrives in a fast-paced, service-driven environment and can collaborate effectively across internal teams.

**Key Responsibilities:**

* **Client Relationship Management**
* Act as the primary point of contact for commercial clients, responding to inquiries and providing timely, accurate service
* Build and maintain strong client relationships through consistent communication and advisory support
* Educate clients on coverage options, policy changes, and risk considerations
* **Account Lifecycle Management**
* Manage day-to-day servicing of assigned commercial accounts
* Monitor policy expirations and proactively coordinate renewals
* Partner with producers, underwriters, and internal teams to ensure seamless account handling
* Maintain accurate documentation and records within Applied Epic
* **Submissions & Proposals**
* Prepare comprehensive and well-structured market submissions
* Coordinate with carriers and underwriters to obtain competitive quotes
* Develop polished, client-ready proposals and renewal presentations
* **Operational & Technical Execution**
* Utilize Applied Epic for all account servicing activities, ensuring data integrity and workflow efficiency
* Leverage additional tools such as CSR24, Indio, and SharePoint where applicable
* Adhere to internal processes and best practices for account management
* **Compliance & Industry Knowledge**
* Stay current with industry trends, carrier updates, and regulatory requirements
* Ensure policies and account handling meet compliance standards
* Support internal audits and documentation accuracy

**Basic Qualifications:**

* 3+ years of commercial lines insurance experience, preferably in account management or client service
* Demonstrated experience handling mid-market or complex commercial accounts
* Hands-on proficiency with Applied Epic (required)
* Strong understanding of commercial insurance coverages, policy structures, and renewal processes
* Excellent verbal and written communication skills
* Proven ability to manage multiple accounts, prioritize tasks, and meet deadlines in a fast-paced environment
* High attention to detail and organizational skills

**Preferred Qualifications:**

* Experience working within an independent agency or brokerage environment
* Familiarity with CSR24, Indio, and SharePoint
* Professional designations such as CISR, CIC, or ARM (or in progress)
* Experience preparing client presentations and leading renewal discussions
* Strong problem-solving skills and a proactive, client-first mindset
* Ability to collaborate cross-functionally with sales, underwriting, and service teams