Commercial Lines Account Manager

Role Overview

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

What You Will Do

Handle customer service requests, policy administration, billing, claims, and coverage analysis. Manage policy expirations and renewals, and conduct client research, prepare submissions, negotiate coverages, and present proposals.

Why It Might Be a Fit

Ideal candidate has 3+ years of account management experience, or 5+ years in the insurance industry, with thorough knowledge of insurance brokerage and client needs, and required active property & casualty licensing; professional designation (CIC or equivalent) preferred.

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active property & casualty licensing; professional designation (CIC or equivalent) preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Benefits

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment