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Commercial Lines Account Manager
Purchase, NYApril 5th, 2026
About the RoleWe're looking for a skilled Commercial Lines Account Manager to support a portfolio of mid-market to larger commercial clients. This role is responsible for managing day-to-day service needs, leading the renewal process, and ensuring policies and documentation are accurate and delivered on time. You'll work closely with Producers/Account Executives, carriers, and internal partners to provide a smooth, high-touch client experience.This is a great opportunity for someone who enjoys handling complex accounts, staying organized in a fast-paced environment, and being a trusted resource for both clients and internal teams.What You'll DoManage service and support for a book of mid-to-large market commercial accounts, including ongoing client requests and policy maintenance.Coordinate renewals from start to finish gathering underwriting information, preparing submissions, reviewing quotes, and supporting proposal delivery.Process endorsements, policy changes, cancellations, reinstatements, audits, and other account transactions accurately and efficiently.Issue certificates of insurance, auto ID cards, evidence of property, and related documents within expected turnaround times.Review policies and endorsements for accuracy, identify discrepancies, and resolve issues with carriers or internal teams.Communicate clearly with clients regarding coverage questions, required documents, timelines, and renewal strategy.Maintain strong relationships with carrier partners and assist with marketing accounts when needed.Partner with Producers/Account Executives to support account strategy, retention, and cross-sell opportunities.Keep detailed documentation and activity notes in Applied Epic (preferred) or a similar Agency Management System (AMS).Ensure compliance with internal procedures, carrier guidelines, and regulatory requirements.What We're Looking For3+ years of experience in Commercial Lines Account Management (or similar client service role).Experience supporting mid-market and larger commercial clients, including more complex coverages and multi-line accounts.Strong understanding of commercial lines products such as:Commercial PropertyGeneral LiabilityCommercial AutoUmbrella/ExcessWorkers' CompensationConstruction-related coverages (preferred)Professional/Management Liability (nice to have)Experience working in Applied Epic (preferred) or another AMS such as AMS360, Vertafore, HawkSoft, or equivalent.Strong attention to detail and ability to manage multiple deadlines without sacrificing accuracy.Excellent communication skills and a professional, service-first approach.Ability to work independently while collaborating closely with a team.Preferred Qualifications (Nice-to-Haves)Experience with complex renewals, large schedules, layered programs, or specialty marketsFamiliarity with industries such as [construction, manufacturing, healthcare, hospitality, transportation, real estate]Insurance designations such as CIC, CRM, CPCU (or actively pursuing)Strong working knowledge of policy forms, endorsements, and coverage analysisWhy Join?Competitive compensation + bonus potentialComprehensive benefits (medical/dental/vision)401(k) with matchPTO + paid holidaysHybrid/remote flexibility (where applicable)Training and support for professional developmentCollaborative team environment with long-term growth opportunities
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