Commercial Lines Account Manager
Company: Cogswell Insurance
Location: Great Falls, MT- In office
Department: Commercial Lines (CL)
Reports to: Personal & Commercial Lines Manager
About Cogswell Insurance
At Cogswell Insurance, we pride ourselves on fostering a collaborative, supportive, and people-first culture. Our team is built on strong relationships, trust, and a shared commitment to delivering exceptional service to our clients and community. We value open communication, teamwork, and creating an environment where employees feel empowered, appreciated, and set up for success.
Summary
The Commercial Lines Account Manager (CL AM) is responsible for supporting and managing a book of business while partnering closely with Producers to support new business development. This role serves as a strategic advisor to clients, leads renewal management, and contributes to overall organizational growth through proactive service, relationship management, and cross-sell initiatives.
Key Responsibilities
- Proactively manage and service a Commercial Lines book of business, including renewals, endorsements, and client needs
- Build and maintain strong, productive relationships with clients, carriers, and vendor partners
- Evaluate client insurance programs and provide thoughtful, strategic coverage recommendations
- Partner with Producers on new business opportunities and support account growth initiatives
- Serve as a subject matter resource to Producers and team members on market trends, carrier practices, coverage gaps, and client exposures
- Champion account rounding and cross-selling opportunities to enhance client value and retention
- Prepare and maintain accurate documentation in accordance with agency best practices, ensuring all activity is properly recorded in the agency management system
- Delegate administrative and transactional tasks appropriately to support team efficiency
- Stay current on industry trends, carrier updates, and best practices
- Perform other duties as assigned
Qualifications
- Active Property & Casualty license required
- 3–5+ years of Commercial Lines insurance client service experience
- Insurance designations preferred (e.g., CISR, ARM, AAI)
- Bachelor’s degree preferred (or equivalent experience)
- Comprehensive knowledge of Commercial Lines coverages, underwriting, marketplace dynamics, and industry best practices
- Proficiency in Microsoft Office Suite and experience with Applied Epic preferred
Competencies
- Strong time management and ability to prioritize in a fast-paced environment
- Advanced organizational and critical thinking skills
- Excellent written and verbal communication abilities
- Self-motivated with the ability to work independently and collaboratively
- Ability to manage multiple priorities while meeting deadlines
- Strong client relationship and problem-solving skills
Benefits & Perks
At Cogswell Insurance, we believe in taking care of our people so they can do their best work. Our benefits include:
- Competitive compensation package
- Comprehensive medical, dental, and vision insurance
- Paid time off and company-paid holidays
- Flexible work environment and work-life balance
- 401(k) with company match
- Ongoing professional development and licensing support
- Opportunities for career growth and advancement
- A supportive, team-oriented culture that values recognition and employee well-being
Work Environment & Conditions
Physical Demands:
- Regularly required to sit, use hands, reach, and communicate
- Occasionally required to stand and walk
- Ability to lift and/or move up to 10 pounds
- Specific vision abilities include close vision and the ability to adjust focus
Work Environment:
- Office-based environment with a moderate noise level
- Use of standard office equipment and computer systems required
- Occasional travel may be required on an as-needed basis
Please note: This job description is not intended to be a comprehensive listing of all duties and responsibilities. Responsibilities may change at any time based on business needs.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Work Location: In person
