Commercial Lines Account Manager

We are seeking an experienced Commercial Lines Account Manager to join a well-established agency serving middle-market clients. The average account size is approximately $200,000 in premium, and this role will be responsible for managing the renewals of roughly 45 commercial accounts, many of which are long-standing client relationships.

This position focuses heavily on account retention and service. A dedicated claims manager handles most claims-related responsibilities, and a marketing manager oversees new business processing up until the account is bound. Once bound, a structured transition occurs between the marketing team, the producer, and the account manager to ensure seamless onboarding.

Industry Focus:

The agency has developed strong specialization in industry verticals including:

• Commercial Construction

• Oil & Gas

• Rigging

• Private Education

This role will specifically support clients in the Heavy Construction Insurance segment. Familiarity with construction-related endorsements such as Additional Insured provisions is highly valuable.

Operating System: Applied Epic

Primary Responsibilities:

• Manage daily service needs of assigned accounts, including renewals, endorsements, billing, and certificates.

• Submit and track service requests with insurance carriers, ensuring accuracy and timeliness.

• Review and process policy documentation and billing items, verifying correctness prior to delivery.

• Coordinate with marketing and underwriting teams to prepare renewal submissions.

• Collaborate with producers to prepare renewal strategies and client documentation.

• Prepare binders, invoices, and finance agreements for renewals.

• Provide basic documentation related to claims; a dedicated claims manager handles most claims work.

Qualifications:

• 5+ years of experience managing mid-size to large commercial insurance accounts.

• Current Property & Casualty license (Required).

• High school diploma or equivalent required; relevant industry designations preferred or in progress.

• Strong understanding of construction-related insurance coverage and endorsements.

• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

• Experience with Applied Epic preferred.

• Able to work independently, prioritize effectively, and support collaborative efforts across teams.

Key Attributes:

• Client-focused with strong communication and interpersonal skills.

• Detail-oriented and organized with the ability to handle multiple priorities.

• Positive, respectful, and committed to contributing to a values-driven agency culture.

• Maintains confidentiality and demonstrates professional integrity at all times.

Schedule & Location:

• Monday to Friday

• Hybrid work environment (partial remote/flexible in-office)

Compensation & Benefits:

• Salary Range: $75,000–$95,000/year (depending on experience)

• 401(k) with automatic 5% employer contribution (regardless of employee contribution)

• Medical, dental, and vision insurance

• Paid time off and holidays

• Flexible schedule

• Professional development assistance

Work Location: In person, with hybrid flexibility available

License Requirement: Property & Casualty License (Required)