Commercial Lines Account Manager

As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs.

Requirements

• Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries.
• Prepare marketing submissions and market accounts approximately 90 days prior to renewal.
• Negotiate pricing, terms, and coverage details with underwriters.
• Review applications, quotes, policies, endorsements, and audits for accuracy and alignment with negotiated coverage.
• Process requested policy changes, endorsements, and ensure timely follow-through with carriers.
• Maintain complete and accurate documentation of all transactions and communication in the agency management system.
• Perform experience mod projections and reviews for workers compensation.
• Prepare loss sensitive program projections and reviews.
• Provide bid and accrual support for clients.
• Review audits and facilitate corrections when necessary.
• Assist with coordination of loss control services and support claims activity.
• Provide administrative and clerical support to producers.
• Assist in training new Commercial Account Managers.
• Collaborate with other departments to gather and share information for mutual clients.
• Participate in continuing education, seminars, and skill development activities.
• Adhere to agency procedures, processes, and E&O Quality Management expectations.

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental.
• 401(k) with company match.
• Company paid life insurance.
• STD, LTD, and generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.