Position Description:

The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts. This role requires a strong commitment to service excellence, attention to detail, and the ability to build and maintain relationships with clients, producers, and carrier partners. The Account Manager serves as the primary day-to-day contact for clients, handling all service-related needs with professionalism, urgency, and expertise.

Primary Responsibilities & Essential Functions:

• Manage and service an assigned portfolio of commercial insurance accounts
• Review insurance policies for accuracy, completeness, and compliance with client needs
• Process renewals, endorsements, cancellations, and new business applications
• Prepare and issue certificates of insurance and evidence of property forms
• Collaborate with producers to support account retention and growth strategies
• Assist in preparing client proposals and supporting new business opportunities
• Maintain complete, accurate, and up-to-date client files in accordance with agency procedures
• Identify opportunities for policy enhancements, upgrades, and cross-selling additional coverages
• Serve as the primary point of contact for client service inquires and requests
• Build and maintain strong relationships with carrier underwriters to ensure efficient service and market support

Education & Experience:

• Active Property & Casualty (P&C) Insurance License
• Minimum of 2 years of commercial lines insurance experience (agency or carrier)
• Working knowledge of commercial insurance products an coverages

Core Competencies:

• Highly motivated with a strong desire to learn and grow
• Customer-focused mindset with a commitment to delivering service excellence
• Strong communication skills, both written and verbal
• Detail-orientated with the ability to manage multiple priorities effectively
• Collaborative team player who works well with producers and colleagues
• Proactive approach to anticipating and meeting client needs
• Strong problem-solving skills and ability to handle issues with professionalism and urgency

Work Environment:

This position typically operates in a professional office environment and may require interaction with clients, carriers, and internal teams on a daily basis.

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