Commercial Lines Account Manager

We are looking for an experienced Commercial Lines Account Manager to join our team. This role focuses on providing “client-first” customer service to commercial insurance clients while supporting Producers with new and renewal opportunities. The ideal candidate is an experienced insurance professional who enjoys building strong client relationships, solving problems, staying organized, and being a trusted resource for clients and our team.

About the role

• An employer that provides tremendous growth and invests in your learning.
• A professional work environment where teammates are supportive and accountable.
• An opportunity to teach new tools and technology to your clients and community.
• Standard working hours, with options for remote work and flexible schedules.
• A family-oriented employer that has been in business for over 60 years.

Responsibilities

• Manage and service a designated book of commercial insurance accounts while providing responsive, professional, and client-focused service.
• Handle inbound client requests, including quotes, policy changes, coverage questions, certificates, and other service needs.
• Work closely with Producers to support new business and renewal opportunities.
• Gather information, complete applications, and assist with the preparation and processing of new and renewal business.
• Review policies, renewals, audits, cancellations, and other account activity to ensure accuracy and timely follow-up.
• Assist clients with claims, billing questions, loss control matters, and other insurance-related concerns.
• Communicate regularly with clients, insurance carriers, Producers, and agency staff to resolve issues.
• Maintain accurate and complete account documentation and follow established agency procedures and service standards.
• Respond to client requests in a timely manner.
• Maintain required insurance licensing, continuing education, and professional designations as applicable.
• May have some supervisory responsibilities as the business grows.
• Perform other functions as assigned by management.

Requirements

• 2 years insurance experience.
• NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment.

Skills

• Ability to identify coverage needs and confidently discuss insurance solutions with clients.
• Proficiency with personal computer, calculator, agency automation system, and various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook) and Applied EPIC.
• Excellent communication skills, both written and verbal.
• Client-focused with the ability to work independently or in a team-oriented environment.
• Demonstrated effective presentation skills through both verbal and written communication.

Benefits

• Competitive salary.
• Outstanding benefits.

Pay

Competitive salary.

Schedule

• Standard working hours.
• Options for remote work and flexible schedules.

Work Environment

This job operates in a clerical, office setting. The position routinely uses standard office equipment such as computers, phones, copiers, filing cabinets, and fax machines. This is primarily a sedentary role; however, some filing is required, which may involve lifting files, opening filing cabinets, and bending or standing as necessary. Occasional travel may be required.