Commercial Lines Account Manager

Responsibilities

• Manage a mid-market book of business with accounts ranging from $100,000 to $500,000 in premium.
• Handle all aspects of account servicing, including renewals, endorsements, marketing, and binding.
• Provide risk management advice and ensure client satisfaction through proactive communication and attention to detail.
• Collaborate with Virtual Assistants (VAs) for Certificates of Insurance (COI) processing.
• Quote and market new and renewal business as needed.
• Round out accounts by identifying cross-selling opportunities.
• Maintain accurate records and documentation using AMS360 (or Epic) software.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 7+ years in commercial insurance account management, with a focus on mid-market accounts.
• Preferred Expertise: Real estate, affordable housing, construction, lessor's risk, and habitational risks.
• Technical Skills: Proficiency in AMS360 preferred; Epic experience will also be considered.
• Soft Skills: Strong communication and interpersonal skills, detail-oriented with excellent organizational abilities, a growth mindset and a desire to make a meaningful impact, ability to work collaboratively in a team-oriented environment, and proactive problem-solving skills.