What are the responsibilities and job description for the Commercial Lines Account Manager position at BroadStreet Partners?
Small Business Unit Commercial Account Manager
Location: Ohio or Kentucky
Employment Type: Full-Time and Hybrid based in one of our locations
Job Summary
Are you an organized, detail-driven insurance professional who thrives in a fast-paced service environment? As an SBU Commercial Account Manager (SBCAM), you’ll support and retain a high-volume portfolio of small business commercial lines clients. You’ll handle day-to-day servicing needs, ensure policy accuracy, process transactions efficiently, and deliver the responsive, relationship-focused service our clients rely on.
This role is ideal for a licensed insurance professional with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and helping small businesses feel protected and supported.
Responsibilities
Build & Maintain Client Relationships
- Develop strong working relationships with clients, underwriters, and producers
- Maintain high satisfaction within your assigned book of business
- Conduct periodic service calls and respond promptly to client inquiries
- Serve as a reliable point of contact for certificates, endorsements, billing questions, and policy changes
Deliver High-Volume, High-Quality Account Service
- Begin renewal preparation 90 days prior to expiration
- Prepare renewal submissions, obtain signed applications, and deliver renewals per departmental procedures
- Review accounts for rounding opportunities and increased limits; document all recommendations to prevent E&O exposure
- Process endorsements, certificates, audits, and change requests accurately and efficiently
- Issue certificates and verify policy accuracy
- Report claims to carriers in accordance with agency guidelines
Ensure Accuracy, Compliance & Documentation
- Maintain real-time, accurate client files in AMS-360 and ImageRight
- Update billing screens, commissions, producer codes, company codes, and status codes during renewal processing
- Prepare and process premium finance agreements
- Handle agency-bill invoicing and ensure compliance with agency procedures
- Prepare and process lost policy releases (LPRs)
- Act as liaison between clients and carriers regarding inspections and loss control recommendations
- Notify leadership when service standards may be at risk
Support Producers & New Business Workflows
- Provide technical support for new business opportunities
- Prepare new business submissions when the new business department is unavailable
- Assist producers with gathering information and risk management recommendations for renewals
Qualifications We’re Seeking
- Minimum 1 year of commercial lines P&C insurance experience
- Active Ohio Property & Casualty license
- High school diploma or GED
- Ability to manage a book of $225,000–$350,000 in agency revenue
- Proficiency in AMS-360, ImageRight, Microsoft Office, and web-based tools
- Strong attention to detail, accuracy, and adherence to procedures
- Professional communication skills, both written and verbal
- Ability to adapt to change and follow agency guidelines
- Commitment to continuing education
Benefits Include
- Health, dental and vision insurance from day one
- Company-funded health savings account (HSA)
- Life insurance, short- and long-term disability
- 401(k) with employer match
- Paid time off, including summer hours and paid parental leave
- Hybrid work environment
- And much more!
Salary : $45,000 - $60,000