Account Manager

DescriptionThe Commercial Lines Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes of Commercial Lines accounts. This individual ensures that client records are accurate, renewals are processed timely, endorsements are handled efficiently, and client communications are clear and professional. The AM collaborates closely with Account Executives, Producers, and Carriers to deliver exceptional service and maintain strong client relationships.Work PerformedManage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicingBuild and maintain strong, professional relationships with clients, carriers and internal team membersSupport new business production efforts in collaboration with producers and account executiveEvaluate client risk exposures and recommend appropriate coverage solutionsCoordinate and process policy documents including binders, ID cards, insurance summaries and certificatesHandle client billing including invoicing, reconciling account discrepancies and tracking outstanding paymentsParticipate in client and carrier meetings, as neededRequirementsActive Property & Casualty Insurance License (required)Excellent communication, customer service and relationship management skillsStrong attention to detail with the ability to manage competing prioritiesProactive problem-solving and analytical abilitiesComfortable working independently and as part of a collaborative teamProficiency with Microsoft Office Suite (Word, Office, Outlook)Preferred Education & Experience3+ years experience with commercial lines insurance is preferred, but not requiredFamiliarity with agency workflows and management systems (e.g., Applied Epic) is a plusUnderstanding of agency workflows and procedures