Commercial Lines Account Manager

Job Roles And Responsibilities

• Manage and service a portfolio of commercial insurance accounts.
• Build and maintain strong client relationships.
• Review client insurance needs and recommend appropriate coverage solutions.
• Cook up policy renewals, endorsements, and policy changes.
• Work with underwriters to negotiate coverage and obtain competitive terms.
• Support account retention and identify cross-selling opportunities.
• Maintain accurate client records and policy documentation.
• Respond promptly to client inquiries regarding policies and coverage.
• Review coverage adequacy and recommend adjustments when necessary.
• Collaborate with producers, underwriters, and internal departments.
• Aid in benefits administration when applicable.
• Provide guidance and support to junior team members.
• Ensure compliance with agency procedures and insurance regulations.

Qualifications And Certifications

• Experience managing Commercial Lines insurance accounts.
• Strong knowledge of Commercial Property and Casualty insurance products.
• Experience in account management within an independent insurance agency or brokerage.
• Excellent customer service and communication skills.
• Strong negotiation and relationship management abilities.
• Experience handling policy renewals, endorsements, and certificates of insurance.
• Ability to manage multiple accounts simultaneously.
• Proficiency with Agency Management Systems.
• State Property & Casualty Insurance License preferred or required based on state regulations.
• CIC, CISR, or similar insurance designation is a plus.