Account Manager - Commercial Lines
Core
Manage a book of commercial insurance business, providing professional service to clients, producers, and carriers while overseeing account retention and new business development.
Role type
Account Manager II (Commercial Lines)
Builds
Insurance policies, binders, certificates, and renewal proposals for commercial clients.
Domain
Insurance / Property and Casualty
Required skills
Commercial lines insurance experience, Property and Casualty Insurance License, Microsoft Office proficiency, policy form analysis, mathematical skills, data accuracy, client communication, claims troubleshooting, strategic planning support
Preferred skills
College degree, continuing education training, value-added service expertise (risk ID, market analysis)
Technologies
Epic agency management system, Microsoft Office Suite
Responsibilities
Manage assigned commercial accounts and ensure high retention rates; negotiate coverage terms and conditions with underwriters and carriers; resolve escalated service issues and troubleshoot claims/billing; develop new business from existing accounts and leads; prepare insurance binders, certificates, and renewal proposals; assist producers with premium collection and client strategic planning; support less experienced staff and attend industry training.
Seniority
Mid-level, hands-on IC