Commercial Lines Account Manager

About This Role

Manage an assigned book of commercial lines business, focusing on account retention and supporting new business. This role involves comprehensive customer service and administrative activities within the insurance brokerage.

Responsibilities

• Maintain technical competence and industry expertise in commercial lines insurance
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, and claims
• Conduct coverage analysis and resolve complex issues related to errors and omissions
• Manage policy expirations and renewals, including client research and proposal negotiation
• Monitor accounts receivable reports and collect outstanding balances
• Maintain agency management systems and carrier/vendor platforms for data accuracy
• Monitor and maintain activity/suspense to ensure timely completion of tasks
• Maintain frequent, transparent communication with the account team regarding workload status
• Deliver excellent service, proactively anticipate client needs, and respond quickly to service requests

Requirements

• 3+ years of account management experience or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active Property & Casualty licensing
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

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

Nice to Have

• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits