Jobs · Business Development · Texas

Commercial Lines Account Manager

Carroll Insurance Agency · Houston, TX · 1 mo ago
On-siteBusiness DevelopmentFull-time

Position Overview

We are seeking an experienced and client-focused Commercial Lines Account Manager to manage and service a book of middle market clients. This role partners with Producers to deliver proactive, strategic service, ensure accurate policy management, and support strong client retention and growth.

Key Responsibilities

  • Serve as primary contact for middle market clients, building strong, long-term relationships
  • Manage the full renewal process, including strategy, marketing, proposals, and binding
  • Prepare applications, exposure data, and submission materials 120+ days in advance
  • Review policies, endorsements, audits, and cancellations for accuracy and coverage
  • Collaborate with carriers and underwriters to negotiate terms and resolve complex issues
  • Identify coverage gaps and recommend solutions aligned with client needs
  • Support Producers with client meetings and renewals
  • Maintain accurate documentation and manage service timeline in a fast-paced environment
  • Identify opportunities to cross-sell and round out accounts

Qualifications

  • 3-5+ years of Commercial insurance experience (middle market preferred)
  • Active Property & Casualty license required
  • Strong knowledge of commercial insurance products, coverages, and markets
  • Experience managing complex accounts and renewal strategies
  • Proficiency with an agency management system (EPIC, AMS360, or similar)
  • Strong attention to detail, organization, and problem-solving skills
  • Excellent communication and relationship management abilities

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