Commercial Lines Account Manager

Job Description

Job Description

Commercial Lines Account Executive | Sr. Commercial Lines Account Manager (Eau Claire, WI)

Location: Eau Claire, WI

70k-80k base salary

Employment Type: Full-Time | In-Office

A well-established  independent insurance agency with multiple Wisconsin locations is seeking an experienced  Commercial Lines Account Executive to join their Eau Claire team. This position is ideal for a client-focused insurance professional who thrives on building relationships, managing complex accounts, and delivering exceptional service in a collaborative team environment.

About the Role

The Commercial Lines Account Executive is responsible for managing an assigned book of business, servicing existing accounts, and assisting with the placement of new business opportunities. You will act as a trusted advisor to clients, ensuring their insurance programs are well-structured, competitively priced, and aligned with their business needs.

This role requires a high level of professionalism, strong technical knowledge of commercial insurance products, and the ability to proactively identify opportunities to enhance client satisfaction and retention.

Key Responsibilities

Account Management & Client Service

• Manage and service an established book of commercial accounts with a focus on client retention and satisfaction.
• Prepare submissions and market new and renewal business to appropriate carriers.
• Analyze, quote, and recommend coverage options tailored to client needs.
• Provide day-to-day service and support for client inquiries, certificates, endorsements, and claims.
• Maintain accurate and organized client data in the agency management system.
• Review policies, proposals, and contracts for accuracy and coverage adequacy.
• Communicate proactively with clients regarding renewals, coverage updates, and risk management recommendations.
• Partner with producers and underwriters to negotiate terms and secure favorable coverage.
• Attend client and carrier meetings as required.

Qualifications

• 5+ years of commercial lines account management or account executive experience in an independent agency environment.
• Active Wisconsin Property & Casualty license (required).
• Strong understanding of commercial insurance products, rating, and underwriting procedures.
• Exceptional communication, analytical, and organizational skills.
• Proficiency with agency management systems and Microsoft Office applications.
• Proven ability to manage multiple priorities independently with accuracy and efficiency.
• Detail-oriented with a commitment to high-quality client service.

Compensation & Benefits

• Competitive salary based on experience 70k-80k base salary
• Health, dental, and vision insurance
• Life and disability insurance
• Paid Time Off (PTO) and paid holidays
• Retirement plan
• Tuition reimbursement and continuing education support
• Hands-on training and professional development opportunities
• Monday–Friday schedule (no evenings or weekends)