Commercial Lines, Account Manager (NC, ATL or remote)
About the role
This is a full-time, exempt support position assisting the Account Team in managing the existing Book of Business with full retention responsibility. The Account Manager serves as the day‑to‑day liaison between the insurance company and designated middle‑market accounts, leading and controlling client relationships in collaboration with Producers and/or Account Executives. Responsibilities include servicing clients through contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem‑solving, renewal control, preparation of quotes/proposals, binding coverage, claim reporting and follow‑up, and assisting Producers as needed. The role requires P&C experience and an active P&C license, with knowledge of commercial lines such as commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. The position is ideally hybrid from the Charlotte, NC or ATL offices, with remote options for well‑experienced candidates able to work on an EST schedule.
Responsibilities
- Build and maintain constructive and effective partnerships with clients by meeting and exceeding expectations.
- Provide consistent, accurate, timely, and pertinent communication to clients.
- Resolve/assist with any service issues/questions.
- Assist clients in making appropriate coverage changes, turning each contact into a marketing opportunity.
- Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly.
- Respond to clients’ needs by providing/producing binders, certificates, policies, auto ID cards, evidence of insurance, and other related items accurately and on time.
- Monitor and review client satisfaction.
- Electronically document all communication with clients.
- As appropriate, market, negotiate, prepare and analyze alternative renewal options.
- Develop written, graphic, and electronic renewal materials as appropriate.
- Follow established agency procedures for effective utilization of the agency management system.
- Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in‑house training.
- Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc.).
- Assist with or complete other tasks as advised by management/team.
Requirements
- Property and casualty insurance license upon hire is required.
- At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis.
- In‑depth knowledge of insurance coverages and ability to communicate this knowledge clearly to clients and underwriters.
- Strong written and verbal communication skills.
- Ability to prioritize and self‑manage workload.
- Proficiency in Microsoft Word and Excel.
- EPIC experience is preferred; other agency management system experience will be considered.
- If not experienced with EPIC and seeking a remote role, on‑site training may be required in one of our select East Coast offices.
- When working from home, maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online, and minimize personal interruptions during your work shift.
Skills
- Strong written and verbal communication skills.
- Ability to prioritize and self‑manage workload.
- Proficiency in Microsoft Word and Excel.
- Experience with EPIC or comparable agency management systems.
- Knowledge of commercial lines insurance (commercial auto, property, general liability, umbrella, inland marine, workers compensation, flood).
Benefits
- PTO & paid holidays
- 401(k) with company match
- Exclusive discount programs
- Health & wellness programs
Pay
The base salary range for this position is $60,000 – $95,000, with the actual offer based on experience, credentials, education, certifications, skill level, scope of the role, and geographic location. The position may also be eligible for performance‑based incentives.
Schedule
Ideally hybrid from the Charlotte, NC or ATL offices; remote options considered for well‑experienced Commercial Lines candidates able to work on an EST schedule. When working remotely, maintain a dedicated workspace to safeguard company equipment and communications, ensure reliable high‑speed internet, remain available and engaged online, and limit personal distractions during work hours.