Position Description:
The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts. This role requires a strong commitment to service excellence, attention to detail, and the ability to build and maintain relationships with clients, producers, and carrier partners. The Account Manager serves as the primary day-to-day contact for clients, handling all service-related needs with professionalism, urgency, and expertise.
Primary Responsibilities & Essential Functions:
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Manage and service an assigned portfolio of commercial insurance accounts
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Review insurance policies for accuracy, completeness, and compliance with client needs
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Process renewals, endorsements, cancellations, and new business applications
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Prepare and issue certificates of insurance and evidence of property forms
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Collaborate with producers to support account retention and growth strategies
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Assist in preparing client proposals and supporting new business opportunities
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Maintain complete, accurate, and up-to-date client files in accordance with agency procedures
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Identify opportunities for policy enhancements, upgrades, and cross-selling additional coverages
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Serve as the primary point of contact for client service inquires and requests
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Build and maintain strong relationships with carrier underwriters to ensure efficient service and market support
Education & Experience:
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Active Property & Casualty (P&C) Insurance License
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Minimum of 2 years of commercial lines insurance experience (agency or carrier)
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Working knowledge of commercial insurance products an coverages
Core Competencies:
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Highly motivated with a strong desire to learn and grow
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Customer-focused mindset with a commitment to delivering service excellence
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Strong communication skills, both written and verbal
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Detail-orientated with the ability to manage multiple priorities effectively
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Collaborative team player who works well with producers and colleagues
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Proactive approach to anticipating and meeting client needs
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Strong problem-solving skills and ability to handle issues with professionalism and urgency
Work Environment:
This position typically operates in a professional office environment and may require interaction with clients, carriers, and internal teams on a daily basis.
