Commercial Lines Account Manager
BayCoast Bank
Commercial Lines Account Manager
BayCoast Insurance LLC is seeking a Commercial Lines Account Manager who knows commercial insurance is about more than policies it's about people, partnerships, and precision. If you're detail-driven, client focused, and thrive in a fast-paced environment where your expertise actually matters, this could be your next move.
You'll manage a dedicated book of commercial business, collaborate closely with producers and carriers, and serve as a trusted advisor to our clients-helping them protect what they've worked hard to build.
What You'll Do
- Manage and service an assigned book of commercial accounts with a focus on accuracy, retention, and growth
- Prepare and process new business, renewals, endorsements, audits, certificates, and cancellations
- Proactively communicate with clients to anticipate needs and deliver personalized service
- Partner with producers, underwriters, and carrier reps to ensure optional coverage and pricing
- Conduct regular account reviews, identifying coverage gaps and cross-sell opportunities
- Handle billing questions, claims, inquiries, and policy changes with confidence and professionalism
- Maintain clear, detailed documentation in the Agency Management System (Applied Epic)
- Stay current on carrier guidelines, coverage trends, and industry changes
- Support team initiatives and departmental goals as needed
What We're Looking For
- Strong written and verbal communication skills (you can explain coverage without putting people to sleep)
- Solid understanding of commercial insurance coverages, rating, and underwriting
- Ability to juggle multiple priorities without sacrificing accuracy or service
- Experience with agency management systems (Applied Epic strongly preferred)
- Proficiency with Microsoft Office
- High level of professionalism, organization, and attention to detail
- Massachusetts Property & Casualty license (or ability to obtain prior to hire)
- Bilingual Spanish and/or Portuguese is a plus
What We Offer:
- Competitive base salary with annual performance incentives
- Hybrid work eligibility
- Comprehensive benefits package including:
- Health, dental, and vision insurance
- 401(k) with company match
- Pension plan fully funded by BayCoast
- Short-and long-term disability
- Generous paid time off, personal days, and sick time
- Student loan paydown assistance
- Education assistance and ongoing professional development
- Employee Assistance Program
- A collaborative, supportive team environment that values both professional growth and work-life balance
We're a community-focused agency with the resources of a larger organization and the heart of a local one. We believe in doing things right, supporting one another, and taking pride in the work we do-for our clients and our community.
If you're ready to bring your commercial lines expertise somewhere it will be recognized and appreciated, we'd love to hear from you.
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