Commercial Lines Account Manager

Description

Key Responsibilities

• Pride exceptional customer service by responding promptly to client calls, written requests, and inquiries.
• Manage a renewal book of business with a focus on client retention, cross-selling, and account rounding.
• Assist producers with completing applications, preparing new business and renewal quotes, and managing submissions.
• Process all types of policy transactions including renewals, endorsements, certificates, billing, audits, and rewrites.
• Maintain accurate records in the agency management system (Applied); follow established workflows and procedures.
• Build and maintain effective relationships with carrier partners and team members.
• Review policies, endorsements, and audits for accuracy before delivery to clients.
• Market, quote, and bind coverage for both new and renewal accounts, including smaller renewals independently.
• Advise clients on coverages, answer policy questions, and identify opportunities to expand coverage or fill gaps.
• Support claims process by notifying carriers, following up on outstanding claims, and assisting with resolution.
• Conduct client and carrier meetings when requested.
• Maintain all required continuing education, including construction-related courses (CRIS designation preferred).

Skills, Knowledge and Expertise

• Excellent written and verbal communication skills.
• Strong customer service orientation, professionalism, and ability to build relationships.
• Effective time management and organizational skills with ability to balance multiple priorities.
• Knowledge of carrier websites and online quoting systems.
• Self-motivated, goal-oriented, and detail-focused.
• Industries: Contractors, non-profits, wholesalers, retailers, restaurants/caterers, apartments, unions, chemical manufacturers, transportation, auto leasing, professional services firms, terminal operators, and more.
• Policies: Commercial Auto, GL, Package, Workers Compensation, Umbrella (Primary & Excess), EPLI, D&O, Fiduciary, Pollution, Professional, Cyber, Contractor Bonds, Flood, Earthquake, Inland Marine, Crime, Union Liability, and Special Events.
• Minimum 5+ years of experience in commercial lines account management.
• At least 3 of the last 5 years in an account manager role.
• Strong background working with contractors, including reviewing contract insurance requirements and issuing certificates.
• Active Property & Casualty license in Pennsylvania and New Jersey.
• Experience with non-admitted markets.
• Willingness to complete continuing education courses (construction-related, CRIS designation preferred).

Benefits

• Potential career paths include promotion to Account Executive, Producer, or Agency Operations Manager as roles become available.