Business Solutions, Business Support, Communication Skills, Cross-Selling, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Insurance, Insurance Documentation, Insurance Sales, Multitasking, Policy Development, Presentation/Verbal Skills, Problem Solving Skills, Property Insurance, Proposal Writing, Retention Programs, Sales Management, Service Delivery, Team Player, Underwriting, Writing Skills
Position Description:
The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts. This role requires a strong commitment to service excellence, attention to detail, and the ability to build and maintain relationships with clients, producers, and carrier partners. The Account Manager serves as the primary day-to-day contact for clients, handling all service-related needs with professionalism, urgency, and expertise.
Primary Responsibilities & Essential Functions:
- Manage and service an assigned portfolio of commercial insurance accounts
- Review insurance policies for accuracy, completeness, and compliance with client needs
- Process renewals, endorsements, cancellations, and new business applications
- Prepare and issue certificates of insurance and evidence of property forms
- Collaborate with producers to support account retention and growth strategies
- Assist in preparing client proposals and supporting new business opportunities
- Maintain complete, accurate, and up-to-date client files in accordance with agency procedures
- Identify opportunities for policy enhancements, upgrades, and cross-selling additional coverages
- Serve as the primary point of contact for client service inquires and requests
- Build and maintain strong relationships with carrier underwriters to ensure efficient service and market support
Education & Experience:
- Active Property & Casualty (P&C) Insurance License
- Minimum of 2 years of commercial lines insurance experience (agency or carrier)
- Working knowledge of commercial insurance products an coverages
Core Competencies:
- Highly motivated with a strong desire to learn and grow
- Customer-focused mindset with a commitment to delivering service excellence
- Strong communication skills, both written and verbal
- Detail-orientated with the ability to manage multiple priorities effectively
- Collaborative team player who works well with producers and colleagues
- Proactive approach to anticipating and meeting client needs
- Strong problem-solving skills and ability to handle issues with professionalism and urgency
Work Environment:
This position typically operates in a professional office environment and may require interaction with clients, carriers, and internal teams on a daily basis.
C
CHOICE FINANCIAL GROUP LLC