Commercial Lines Account Manager Opportunity
Our client is a well-established, family-owned insurance agency with a long-standing reputation for serving small business clients throughout a specialized and highly relationship-driven market. For decades, the organization has built its success on personalized service, strong client retention, and deep community ties. The company operates in both the retail and wholesale insurance sectors and has cultivated a loyal client base through referrals and long-term relationships rather than aggressive sales tactics. Employees enjoy a collaborative, team-oriented environment where leadership is accessible, ideas are valued, and individuals are empowered to take ownership of their work. With a tenured staff and a growing client portfolio, the organization is seeking an experienced insurance professional to join a close-knit team and help support continued growth.
Position Overview & Key Responsibilities
- Serve as the primary point of contact for a large portfolio of small business insurance clients
- Build and maintain strong client relationships through ongoing communication, service, and account management
- Manage policy renewals, endorsements, coverage changes, and day-to-day account servicing activities
- Review client insurance needs and prepare coverage options, proposals, and quotations
- Educate business owners on insurance products, coverages, and risk management solutions
- Coordinate with insurance carriers to obtain quotes, process policy changes, and resolve service-related issues
- Handle inbound client inquiries and provide timely, professional solutions to policy and coverage questions
- Maintain accurate client records, policy documentation, and correspondence
- Conduct occasional client visits and meetings as needed to strengthen relationships and support account retention
- Collaborate closely with internal team members, underwriters, and leadership to ensure exceptional client service
- Manage a high-volume book of business while maintaining strong attention to detail and responsiveness
- Focus primarily on client retention, relationship management, and service rather than new business prospecting or cold calling
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Qualifications & Requirements
- Minimum of 2–5+ years of experience in the insurance industry, including commercial lines, personal lines, or related account management roles
- Experience as an Account Manager, Customer Service Representative, Account Coordinator, Insurance Agent, or similar client-facing insurance professional
- Strong understanding of policy servicing, renewals, endorsements, and insurance coverage concepts
- Ability to review insurance options and present recommendations clearly to clients
- Excellent relationship-building, customer service, and communication skills
- Experience working directly with business owners or commercial insurance clients is highly preferred
- Proficiency with Microsoft Office applications, including Outlook, Excel, and Word
- Experience using agency management systems or insurance software platforms is preferred
- Property & Casualty License preferred, or willingness and ability to obtain licensing
- Mandarin language skills are strongly preferred due to the client base and communication needs of the role
- Strong organizational skills, attention to detail, and ability to manage multiple accounts simultaneously
- Demonstrated employment stability and commitment to providing long-term client service
- Must be comfortable working in a fully onsite, team-oriented environment