Commercial Lines Account Manager

Commercial Lines Account Manager

A Commercial Lines Account Manager helps align our services to the goals and objectives of our customers. This role assists the commercial lines team in maintaining relationships with clients and provides a variety of administrative support as a true partner to our Sales team.

Below are a few of the responsibilities of this role:

  • Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and on time
  • Inform and educate customers about coverages, exclusions, and exposures; then assist customers in making appropriate coverage changes
  • Prepare proposals and applications, and also submit them to the insureds and carriers
  • Explain audit procedures to clients and review interim reports for coverage adequacy
  • Manage customer retention according to agency protocols as well as any policy changes
  • Assists with preparing/executing bonds as needed
  • Update the agency management system with pertinent information
  • Handle all phone calls and walk in activity by clients, carriers, or others
  • Use every contact as an opportunity to round the account and review coverages the insured needs; communicate those needs successfully
  • Actively refer clients to Life and Benefits Department and to Personal Lines
  • Strive to make every endeavor effortless for our customers and team members

Perks & Benefits:

  • Hybrid opportunities available for qualified candidates
  • Generous employee benefits package which includes a robust wellness program
  • Employee Ownership Opportunities
  • Career progression opportunities – the potential for growth within the company

**The employee status for this position is classified as Exempt.

Insurance experience is preferred for this position. For those without prior industry experience, check out our Account Manager Assistant role here.

If you’re a dynamic thinker, detailed worker, and positive person with a fervor for driving a top-notch customer experience and building exceptional relationships, you may be a fit.

Apply for this position