Commercial Lines Account Manager (SBU)

About the role

Deland, Gibson is a fourth-generation, family-owned independent insurance agency serving businesses and families across Massachusetts and New England since 1900. Our Franklin office, Keefe Insurance, brings the same local, relationship-first approach to clients in Franklin, MetroWest, and surrounding communities. We do not answer to outside shareholders— we answer to our clients and one another, and that independence guides how we work, grow, and support our people.

Responsibilities

• Manage a book of primarily SBU commercial accounts, advising clients on coverages and risk-reduction strategies
• Work closely with producers, internal teams, and carrier partners to deliver coverage that fits
• Handle policy changes and coverage questions, staying current on rates, forms, and carrier guidelines
• Maintain a high level of communication and build genuine, lasting relationships with clients
• Accurately input and maintain client data in our agency management system
• Monitor the full policy life cycle for your book, catching issues and renewal opportunities early
• Support the agency's mission, values, and strategic initiatives as part of a close-knit team

Requirements

• 3+ years of Commercial Lines Account Management
• Active Massachusetts Property & Casualty license
• Experience in risk assessment, policy analysis, coverage placement, and collaborating with carriers to secure competitive terms and comprehensive protection for clients across a variety of industries
• Proven ability to build strong client relationships, provide strategic insurance solutions, coordinate renewals, market coverage programs, and ensure exceptional customer service
• Strong communication skills, attention to detail, and a commitment to delivering tailored insurance solutions that support clients' business objectives
• Proficiency with Microsoft Office Suite; familiarity with Applied Epic is a plus

Qualifications

• Proven success in managing a portfolio of small business commercial insurance accounts
• Ability to analyze risk exposures and recommend appropriate coverage
• Effective problem-solving and decision-making skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team

Skills

• Commercial Lines Account Management
• Risk Assessment
• Policy Analysis
• Collaboration with Carriers
• Client Relationship Building
• Communication Skills
• Attention to Detail
• Tailored Insurance Solutions
• Microsoft Office Suite
• Familiarity with Applied Epic

Benefits

• Hybrid schedule option, plus Summer Fridays and extended holiday weekends
• Comprehensive PTO - paid vacation, holidays, and sick time, plus parental leave
• Health, dental, and vision insurance
• A 401(k) retirement plan

Pay

Compensation is commensurate with experience.

Schedule

Flexible schedule available.