Commercial Lines Account Manager

LP Insurance Services is an established and growing insurance brokerage firm located in Arizona, California, Nevada, New Mexico, and Oregon. We invest in our employees, clients, and communities, offering a clear path for professional growth through genuine knowledge, teamwork, and professionalism.

Benefits

• 401k Plans with employer match, 100% vested after two years of service
• Medical, Dental, and Vision plans that fit your needs
• Short-Term and Long-Term Disability, plus Group Life Insurance at no cost to you
• Paid Time Off without accrual requirements
• Employee Assistance Program including free counseling and legal advice

About the role

The Commercial Insurance Account Manager provides above-standard customer service to clients, producers, account executives, and coworkers. As the primary contact for assigned accounts, you will work in a team environment to deliver a full range of client services while developing strong relationships in commercial lines insurance.

Responsibilities

• Develop strong relationships with Commercial Lines Insurance clients and insurance company underwriters following company policies, procedures, and service standards.
• Support large and complex commercial lines clients.
• Review all insurance applications, policies, endorsements, cancellations, and audits for accuracy.
• Maintain detailed documentation for all client transactions.
• Investigate matters of significance for clients using independent judgment and discretion.
• Manage and facilitate the full renewal process for assigned clients, including preparation of applications, negotiation with underwriters, review and comparison of quotes, and preparation of proposals.
• Assist Sales Executive in identifying new business opportunities by adding new lines of coverage and recommending value-added services.
• Request referrals and cultivate relationships with new customers.
• May supervise, lead, or mentor Account Managers and/or Account Assistants.

Requirements

• Active Property & Casualty Insurance License as required by respective state, or the ability to obtain one within 60 days from date of hire.
• Minimum 2-3 years of Commercial Lines middle market account management experience with a broker.
• Knowledge of commercial insurance coverage is essential.

Qualifications

• Bachelor’s Degree in Business, Risk Management, Insurance, or other related field preferred but not required.
• Strong attention to detail and accuracy, working with specific deadlines.
• Skilled in producing strong written and verbal communication.