Commercial Lines Account Manager – Insurance

About the role

The Commercial Lines Account Manager delivers high‑quality service to new and renewal commercial insurance clients. Acting as the daily liaison between clients, producers, and carriers, the role ensures accurate coverage inquiries, quoting, endorsements, and policy changes while proactively managing renewals.

Key responsibilities

• Maintain strong relationships with clients, wholesalers, producers, and carriers, providing clear communication on renewals, cancellations, reinstatements, audits, and coverage updates.
• Prepare professional proposals, applications, summaries, and policy documentation; handle endorsements, claims reporting, and follow‑ups.
• Maintain accurate client files in the agency management system, recording all email and telephone interactions.
• Review carrier service reports, track claims over $10,000, and produce monthly claims reports.
• Assist clients with audits, premium finance arrangements, and billing accuracy.
• Utilize Microsoft Office tools (Outlook, Excel – VLOOKUP/Pivot Tables, Word, PowerPoint) for rating, premium tracking, and reporting.
• Use agency management system tools, carrier websites, and IVANS downloads to ensure precise policy management.

Required profile

• Detail‑oriented professional with strong organizational and communication skills.
• Ability to manage multiple renewals, endorsements, and service requests simultaneously.
• Understanding of carrier appetites and insurance industry standards.
• Proactive approach to client service and documentation.

Required skills

• Microsoft Outlook
• Microsoft Excel (including VLOOKUP and Pivot Tables)
• Microsoft Word
• Microsoft PowerPoint
• Agency Management System
• IVANS platform

What we offer

• Competitive salary plus commissions
• Medical, dental, vision, and life insurance
• PTO and sick time as outlined in the employee manual
• Hybrid work schedule with remote days based on experience