Account Manager - Commercial Lines

About This Role

Manage an assigned commercial lines book of business, ensuring account retention and supporting new business. This role involves coordinating customer service activities and resolving complex issues.

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions
• Maintain technical competence and industry expertise
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, prepare submissions, negotiate coverages, and present proposals
• Monitor reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion

Requirements

• Active P&C license
• Experience with commercial trucking or transportation accounts
• 3+ years of account management experience OR 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Qualifications

• High School Diploma (or equivalent)
• 3+ years of account management experience, or 5+ years in the insurance industry

Nice to Have

• Epic experience
• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits

Certifications