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Insurance - Commercial Lines Account Manager

American Heritage Insurance Group
Montgomery, OH Full Time
POSTED ON 4/8/2026
AVAILABLE BEFORE 6/7/2026

Job Overview

Consider joining a firm that cares about their team and clients! Work with an excellent boss and be mentored by the best! Competitive base salary and full benefits! We are seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems. At American Heritage Insurance Group, we work together to create an environment where everyone thrives, unleashes their passions, and achieves professional success while enjoying their individual qualities of life. Apply today!


Salary Range: $65,000.00 - $80,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Health Savings Account

Requirements

  • Property and Casualty license.
  • 2-3 years of insurance industry experience related to servicing commercial accounts.
  • Designation & Certification: CIC or CIS preferred.
  • Agency Management software experience: Hawksoft Carrier Rating System preferred.
  • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) and Zoom.
  • Professional verbal and written communication skills.

Responsibilities

  • Market new business and account renewals obtaining competitive coverage/cost ratios for the clients.
  • Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals.
  • Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction.
  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies.
  • Effectively manage preparation and production of all elements of presentations for client meetings and properly representing the company. Address client questions and identify next steps as appropriate.

About Us

At American Heritage Insurance Group, we work together to create an environment where everyone thrives, unleashes their passions, and achieves professional success while enjoying their individual qualities of life. Our core focus is to be a great company at which to work, to partner with the best Strategic Partner Companies (insurance companies), and work with appreciative Clients (our insureds).

Salary : $65,000 - $80,000

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