Commercial Lines Account Manager

Position Overview

This position supports business clients by managing service needs tied to a portfolio of commercial insurance accounts. The focus is on maintaining strong relationships, delivering consistent support, and identifying ways to enhance coverage as client needs evolve. This role contributes to long-term retention and account growth.

Work Setup

• Full-time role
• Hybrid flexibility based on business needs

Core Duties

• Coordinate renewal cycles, including reviewing coverage, exploring alternative options, and updating internal records
• Handle billing-related responsibilities, including client payments and premium financing coordination
• Maintain accurate client account details such as policy updates, coverage changes, and pricing adjustments
• Identify opportunities to recommend additional insurance solutions that align with client needs
• Process policy changes including endorsements, cancellations, and updates in a timely manner
• Prepare and issue proof of coverage documents and fulfill related third-party requests
• Review underwriting communications and follow up to resolve outstanding items
• Communicate regularly with clients, carriers, and internal teams to ensure service expectations are met

Background & Skills

• 1–3 years of experience in account support, client service, insurance, or a related field
• Active Property & Casualty license required (state-specific)
• Experience with commercial insurance is a plus
• Bachelor’s degree in a business-related field is preferred but not required
• Working knowledge of insurance coverages, underwriting processes, and policy servicing
• Strong client service and relationship management skills
• Ability to stay organized and manage multiple priorities
• Detail-oriented with solid problem-solving abilities
• Strong written and verbal communication skills
• Comfortable using CRM systems, agency platforms, and Microsoft Office