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Role Description

Our client is seeking to add a Commercial Lines Account Manager to their team. This individual will be responsible for managing and servicing a portfolio of commercial insurance clients, serving as the primary point of contact for day-to-day account needs. The role focuses on client relationship management, renewal strategy, coverage analysis, and collaboration with internal teams and carrier partners to deliver tailored insurance solutions.

• Serve as the primary client relationship manager for a book of commercial lines accounts, acting as a trusted advisor to business clients.
• Manage the full renewal process, including exposure analysis, coverage review, marketing to carriers, remarketing when necessary, negotiating terms, and preparing renewal proposals.
• Partner with producers and internal service teams to deliver high-quality client service and ensure smooth day-to-day account management.
• Prepare and present coverage recommendations, renewal summaries, and risk management strategies in a clear and consultative manner.
• Provide guidance on commercial coverages including General Liability, Property, Commercial Auto, Umbrella/Excess, Workers’ Compensation, Professional Liability, Cyber, and other specialty lines.
• Collaborate with carrier partners to negotiate pricing, secure competitive terms, and resolve underwriting or service issues.
• Process endorsements, certificates of insurance, policy changes, audits, and other servicing needs accurately and efficiently.
• Support new business initiatives by assisting with proposal preparation, applications, market submissions, and onboarding of new accounts.
• Ensure accurate documentation and maintenance of client files within the agency management system.
• Stay current on market conditions, carrier appetites, coverage trends, and industry developments impacting commercial clients.

Qualifications

• 2 - 5+ years of experience in commercial lines account management within an insurance agency or brokerage environment.
• Strong knowledge of commercial property & casualty insurance products and coverage structures.
• Experience managing renewals, marketing accounts to carriers, and servicing mid-market or small commercial accounts.
• Ability to review policies for accuracy and identify coverage gaps or risk exposures.
• Excellent communication skills with the ability to explain coverage details and policy language to clients.
• Proven ability to manage multiple client relationships, deadlines, and priorities in a fast-paced environment.
• Active Property & Casualty insurance license required.
• Highly organized, detail-oriented, and client-focused with the ability to work independently in a remote setting.
• Proficient in Microsoft Office and agency management systems (Applied Epic, AMS360, or similar).

Benefits

• $75,000 – $95,000+ depending on experience plus bonus
• Comprehensive Medical, Dental, and Vision coverage
• 401(k) with company match
• Paid Time Off and paid holidays
• Professional development and career advancement opportunities