Commercial Lines Account Manager
hace 11 días
Purchase
Job Description About the Role We’re looking for a skilled Commercial Lines Account Manager to support a portfolio of mid-market to larger commercial clients. This role is responsible for managing day-to-day service needs, leading the renewal process, and ensuring policies and documentation are accurate and delivered on time. You’ll work closely with Producers/Account Executives, carriers, and internal partners to provide a smooth, high-touch client experience. This is a great opportunity for someone who enjoys handling complex accounts, staying organized in a fast-paced environment, and being a trusted resource for both clients and internal teams. What You’ll Do • Manage service and support for a book of mid-to-large market commercial accounts, including ongoing client requests and policy maintenance., • Coordinate renewals from start to finish gathering underwriting information, preparing submissions, reviewing quotes, and supporting proposal delivery., • Process endorsements, policy changes, cancellations, reinstatements, audits, and other account transactions accurately and efficiently., • Issue certificates of insurance, auto ID cards, evidence of property, and related documents within expected turnaround times., • Review policies and endorsements for accuracy, identify discrepancies, and resolve issues with carriers or internal teams., • Communicate clearly with clients regarding coverage questions, required documents, timelines, and renewal strategy., • Maintain strong relationships with carrier partners and assist with marketing accounts when needed., • Partner with Producers/Account Executives to support account strategy, retention, and cross-sell opportunities., • Keep detailed documentation and activity notes in Applied Epic (preferred) or a similar Agency Management System (AMS)., • Ensure compliance with internal procedures, carrier guidelines, and regulatory requirements. What We’re Looking For • 3+ years of experience in Commercial Lines Account Management (or similar client service role)., • Experience supporting mid-market and larger commercial clients, including more complex coverages and multi-line accounts., • Strong understanding of commercial lines products such as:, • Commercial Property, • General Liability, • Commercial Auto, • Umbrella/Excess, • Workers’ Compensation, • Construction-related coverages (preferred), • Professional/Management Liability (nice to have), • Experience working in Applied Epic (preferred) or another AMS such as AMS360, Vertafore, HawkSoft, or equivalent., • Strong attention to detail and ability to manage multiple deadlines without sacrificing accuracy., • Excellent communication skills and a professional, service-first approach., • Ability to work independently while collaborating closely with a team. Preferred Qualifications (Nice-to-Haves) • Experience with complex renewals, large schedules, layered programs, or specialty markets, • Familiarity with industries such as [construction, manufacturing, healthcare, hospitality, transportation, real estate], • Insurance designations such as CIC, CRM, CPCU (or actively pursuing), • Strong working knowledge of policy forms, endorsements, and coverage analysis Why Join? • Competitive compensation + bonus potential, • Comprehensive benefits (medical/dental/vision), • 401(k) with match, • PTO + paid holidays, • Hybrid/remote flexibility (where applicable), • Training and support for professional development, • Collaborative team environment with long-term growth opportunities