Commercial Lines Account Manager

This Jobot Job is hosted by: Dana Stark

About Us

We are a leading independent brokerage, delivering tailored insurance and risk management solutions for businesses and individuals. With decades of industry expertise, we provide strategic guidance, comprehensive coverage, and exceptional client service, ensuring that every client is protected with clarity, confidence, and precision.

Why Join Us?

Joining us means becoming part of a client-focused, growth-oriented team that values expertise, integrity, and collaboration. The company offers opportunities to work on diverse insurance solutions across commercial and personal lines, providing hands-on experience and professional development. With a strong leadership team, a culture of mentorship, and a commitment to strategic growth, we empower employees to make a meaningful impact while advancing your career in a supportive and dynamic environment.

Responsibilities

• Manage a small to mid-sized book of commercial insurance accounts under the guidance of senior team members.
• Serve as a primary point of contact for clients, carriers, and producers.
• Process policy endorsements, certificates of insurance, binders, cancellations, reinstatements, and policy changes.
• Prepare renewal applications and assist with renewal marketing efforts.
• Review insurance policies for accuracy and identify discrepancies.
• Respond to client requests and carrier inquiries in a timely and professional manner.
• Issue certificates of insurance and additional insured endorsements.
• Assist with new business submissions and quoting.
• Maintain accurate client records within the agency management system.
• Support producers with account servicing and client retention initiatives.
• Ensure compliance with agency procedures, carrier guidelines, and insurance regulations.

Requirements

• 1–2 years of Commercial Lines insurance experience in an independent agency or brokerage.
• Active Property & Casualty License (or ability to obtain within a specified timeframe).
• Basic understanding of commercial insurance coverages, including:
  • General Liability
  • Commercial Property
  • Business Auto
  • Workers' Compensation
  • Umbrella
  • Inland Marine
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Proficiency with Microsoft Office (Word, Excel, Outlook).

Preferred Qualifications

• Experience with an agency management system such as Applied EPIC, AMS360, Sagitta, Applied TAM, or Nexsure.
• Exposure to processing certificates, endorsements, renewals, and policy servicing.
• Experience working with multiple insurance carriers.
• Associate's or Bachelor's degree preferred but not required.

Skills & Competencies

• Strong customer service orientation
• Excellent written and verbal communication
• Time management and organization
• Attention to detail
• Ability to multitask and meet deadlines
• Team player with a willingness to learn
• Problem-solving skills
• Professional and positive attitude

Benefits

• Competitive salary
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Paid licensing and continuing education
• Career advancement opportunities
• Ongoing mentorship and training
• Collaborative and supportive team environment

Pay

$65,000 - $75,000 per year

Schedule

80% in-office role

Ideal Candidate

The ideal candidate has 1–2 years of experience servicing commercial insurance accounts and is eager to continue developing their technical insurance knowledge. They enjoy building client relationships, are highly organized, and thrive in a collaborative environment. This role offers an excellent opportunity for growth into a senior Commercial Lines Account Manager position.