Join Our Talent Community! - Commercial Lines Account Manager

The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. We are building a pipeline of experienced and up-and-coming Account Managers located in either Pacific or Mountain Time Zones for our Commercial Lines department. This role is ideal for someone with a background in Property & Casualty (P&C) insurance and experience using Applied EPIC software. We believe work should feel meaningful, supportive, and energizing, redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do.

About the Role

Account Managers provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner. You will handle tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with agency procedures and carrier guidelines. You will also support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Responsibilities

• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Set up and prepare new account files in the account management system per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, and review with clients as needed.
• Evaluate and recommend additional coverage based on client needs; quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports: Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.

Performance Expectations

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within an acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g., ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system.
• Utilize the account management system suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Requirements

• 3+ years’ experience in commercial lines insurance.
• High school diploma or equivalent required; college degree preferred.
• Active DOI P&C License required; professional designation is a plus.
• Knowledge of AMS360, Epic system, or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.
• Located in Pacific or Mountain Time Zones.

Benefits

• Competitive compensation.
• Robust benefits package.
• Paid time off and holiday pay.
• Continued education support.
• Company-sponsored programs to promote stress management and community involvement.

Company Values

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. We value integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun. Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. We recognize that our industry has more work to do in advancing diversity and inclusion, and our dream is to become the north star others can look to for direction as we advance together.