Commercial Account Manager / CSR – Insurance

About the role

This position is with an established independent insurance agency that manages a sophisticated commercial lines book. The Commercial Account Manager/CSR will build and maintain client relationships while delivering high‑quality service across complex property and real‑estate accounts.

Key responsibilities

• Manage and support commercial lines client relationships.
• Coordinate renewals, endorsements, certificates, coverage documentation, and ongoing account service.
• Partner with producers, carriers, and internal colleagues to provide responsive client support.
• Maintain accurate account records and service workflows using AMS360.
• Support a diverse commercial book with exposure to complex property and real‑estate‑related accounts.

Required profile

• Active Property & Casualty license in New York or Connecticut.
• Minimum three years of commercial lines insurance experience.
• Experience as a Commercial Account Manager, Commercial CSR, or similar client‑service role.
• Hands‑on experience with AMS360.
• Strong communication, organization, and follow‑through.
• Willingness to work onsite during onboarding and collaborate closely with the agency team.

Required skills

• AMS360

What we offer

• Competitive salary $70,000‑$90,000 based on experience.
• Flexible hours with a path to hybrid work after successful onboarding.
• Health coverage, 401(k) match, PTO, sick time, paid holidays, and additional benefits.
• Opportunity to work with a stable, relationship‑centered team on a sophisticated commercial book.