Commercial Lines Account Manager

About the role

BayCoast Insurance LLC is seeking a Commercial Lines Account Manager who manages and services an assigned book of commercial accounts, collaborates with producers and carriers, and serves as a trusted advisor to clients.

Responsibilities

• Manage and service an assigned book of commercial accounts with a focus on accuracy, retention, and growth
• Prepare and process new business, renewals, endorsements, audits, certificates, and cancellations
• Proactively communicate with clients to anticipate needs and deliver personalized service
• Partner with producers, underwriters, and carrier reps to ensure optional coverage and pricing
• Conduct regular account reviews, identifying coverage gaps and cross-sell opportunities
• Handle billing questions, claims, inquiries, and policy changes with confidence and professionalism
• Maintain clear, detailed documentation in the Agency Management System (Applied Epic)
• Stay current on carrier guidelines, coverage trends, and industry changes
• Support team initiatives and departmental goals as needed

Requirements

• Strong written and verbal communication skills
• Solid understanding of commercial insurance coverages, rating, and underwriting
• Ability to juggle multiple priorities without sacrificing accuracy or service
• Experience with agency management systems (Applied Epic strongly preferred)
• Proficiency with Microsoft Office
• High level of professionalism, organization, and attention to detail
• Massachusetts Property & Casualty license (or ability to obtain prior to hire)
• Bilingual Spanish and/or Portuguese is a plus

Benefits

• Competitive base salary with annual performance incentives
• Hybrid work eligibility
• Comprehensive benefits package including:
• Health, dental, and vision insurance
• 401(k) with company match
• Pension plan fully funded by BayCoast
• Short-and long-term disability
• Generous paid time off, personal days, and sick time
• Student loan paydown assistance
• Education assistance and ongoing professional development
• Employee Assistance Program

Why BayCoast?

We are a community-focused agency with the resources of a larger organization and the heart of a local one. We believe in doing things right, supporting one another, and taking pride in the work we do-for our clients and our community.