195 Commercial Lines Account Manager Jobs in United States

Smith Davis Insurance
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$108k-147k (estimate)
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Cnr Insurance
Annapolis, MD | Full Time
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Saginaw Bay Underwriters
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Interwest Insurance Services
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Independent Brokers Agency
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Brown Insurance
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Aleckson Insurance Agency
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Bhs Insurance
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Insurance Office America
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Provident Bank New Jersey
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Don Ramatici Insurance
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Insurance Service Sarasota
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Brown Brown Insurance
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$107k-140k (estimate)
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1St American Insurance Agency
Longmont, CO | Full Time
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Elliott Insurance
Spring Hill, KS | Other
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Swbc Insurance Services
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$58k-75k (estimate)
1 Week Ago

Commercial Lines Account Manager

$108k-147k (estimate)
Full Time | Insurance 4 Months Ago

Job Description

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Council Bluffs insurance agency today! Our reputable insurance agency is looking for an exceptional insurance Commercial Lines customer service representative to join our team. At Smith Davis Insurance we pride ourselves on our outstanding insurance products and customer service.


Health Insurance

Life Insurance

Paid Holidays

Base Salary with Commissions 

Paid Time Off (PTO)

Mon-Fri Work Schedule

Holidays Off

401K Plan

Hands On Training

Professional Work Environment

Retirement Benefits

Disability Insurance


  1. Maintain a book of business
  2. Proactively reach out to clients
  3. Conduct ongoing account reviews for your designated portion of the business
  4. Work efficiently and effectively with clients on their policies
  5. Effective account rounding
  6. Generate referrals for Commercial Lines and other departments
  7. Educate the clients about the benefits of having our agency as their agency
  8. Generate additional revenue on the book of business
  9. Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
  10. Identify account rounding opportunities and proactively pursue them
  11. Identify coverages that clients have with other agents
  12. Generate demand for coverages the client didn’t know they needed (i.e. umbrella, cyber, EPLI)
  13. Work to attract the business owner’s personal insurance to the agency
  14. Conduct account reviews
  15. Complete 100% of account reviews assigned to you each week.  This includes reviewing potential discounts and coverage gaps
  16. Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
  17. Follow agency remarketing guidelines 
  18. Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsements
  19. Work to manage clients’ expectations
  20. Follow up via phone or email with clients
  21. Use every opportunity to confirm and update client contact information 
  22. Educate clients on the benefits of using our agency
  23. Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
  24. Document the management system
  25. Follow agency service standards on follow up and follow through
  26. Positive attitude and efficient work ethic
  27. Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
  28. Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
  29. Conduct audits on new business files 
  30. Work with the producers to check their new business files for accuracy
  31. Send any onboarding materials to clients post-sale
  32. Update any missed new business items
  33. Sell new business for the agency
  34. Take new business opportunities and work to submit them within 48 hours of getting the opportunity
  35. Follow the agency sales process
  36. Follow up according to the sales process
  37. Hold the target agency closing ratio
  38. Work with producers to quote and bind new business leads
  39. Communicate with the producers on new business quoting proactively
  40. Submit quotes within 48 hours
  41. Work with underwriters on pricing and getting quotes in a timely manner
  42. Work to support the marketing and branding team in the following ways:
  43. Provide them any business cards to be entered into marketing campaigns
  44. Suggest blog, email and social media topics to the marketing department
  45. Share agency social media posts on personal social networks
  46. Participate in pictures and agency branding opportunities when invited


  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Excellent Communication/interpersonal skills.
  • Professional phone etiquette.
  • Career minded vision.
  • Excellent Spelling and Grammar skills.
  • Works well with other employees and is a team player with a positive attitude.
  • Property & Casualty insurance license is required.






50 - 100








$5M - $10M



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About Smith Davis Insurance

Smith Davis Insurance provides a vehicle, business, garage and restaurant insurance services for individuals and businesses.

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The job skills required for Commercial Lines Account Manager include Customer Service, Billing, Onboarding, client relationship, Life insurance, Work ethic, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Lines Account Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Commercial Lines Account Manager positions, which can be used as a reference in future career path planning. As a Commercial Lines Account Manager, it can be promoted into senior positions as an Account Executive, Sr. - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Lines Account Manager. You can explore the career advancement for a Commercial Lines Account Manager below and select your interested title to get hiring information.

If you are interested in becoming a Commercial Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Lines Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Commercial Lines Account Manager job description and responsibilities

Commercial Lines Account Manager continually seek cross-sell opportunities and suggest new lines of coverage

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The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high servi

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Provides guidance to less experienced Account Managers and provide administrative direction to support staff.

02/24/2022: Spokane, WA

Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.

01/23/2022: Charleston, SC

Commercial Lines Account Manager duties include preparing marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer and Account Manager will present the options to the client

03/21/2022: Cedar Falls, IA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Commercial Lines Account Manager jobs

Plenty of students have landed account manager roles without extensive work experience.

02/08/2022: Huntington, WV

Step 3: View the best colleges and universities for Commercial Lines Account Manager.

Butler University
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