Commercial Lines Account Manager + S/O Bonus

Job Responsibilities

• Manage a $500,000-$750,000 book of business by reviewing client policies, tracking renewal cycles, and identifying coverage needs to provide proactive service.
• Review renewals, evaluate coverage adequacy, and recommend policy adjustments to ensure optimal protection.
• Quote new business by gathering client information, obtaining carrier quotes, and presenting competitive coverage options.
• Support clients with claims reporting, follow-ups and carrier communication.
• Process endorsements by handling policy changes, submitting requests, and confirming updates with clients.
• Build strong client relationships by delivering exceptional, responsive service via phone and email.

Minimum Requirements

• A High School Diploma (or Equivalent)
• Licenses: Property & Casualty (MD)
• Minimum of 2 years of Account Manager experience in Commercial Lines with an independent insurance agency

Preferred Skills

• Bachelor’s Degree; Some College; No Degree
• Management System: AMS360 – willing to train
• Computer Skills: Adobe, DocuSign, MS Outlook, MS Teams, MS Word, Zoom, MS Excel

Benefits

• HealthVision
• Health Savings Account
• Paid Time Off (PTO)
• Paid Sick Time
• Paid Holidays
• Paid Vacations
• 401(k) Monthly Company Contribution (for additional coverage)

Company Culture

Great Team Culture

Schedule

Hybrid schedule – after first 90 days of training

Pay

$5,000 sign-on bonus after successfully completing first 90 days of training