Commercial Lines Account Manager

About Us

We are an established and growing independent insurance agency with a strong reputation for delivering exceptional service and customized risk management solutions to businesses throughout the region. Our team is committed to building long-term client relationships while fostering a collaborative, professional, and supportive work environment.

We are seeking a Commercial Lines Account Manager to join our team in a hybrid capacity based out of Houston, TX. This role is ideal for an insurance professional who is customer-focused, detail-oriented, and passionate about helping businesses protect what matters most.

Position Summary

The Commercial Lines Account Manager serves as a primary point of contact for commercial insurance clients, providing day-to-day service, policy management, and support throughout the client lifecycle. This individual will work closely with producers, carriers, and clients to ensure a high level of customer satisfaction and retention.

Key Responsibilities

• Manage and service a book of commercial insurance accounts.
• Build and maintain strong relationships with clients, carriers, and internal stakeholders.
• Process policy changes, endorsements, renewals, certificates of insurance, audits, cancellations, and reinstatements.
• Review policies for accuracy and ensure coverage aligns with client needs.
• Prepare and market renewal submissions to insurance carriers as needed.
• Assist clients with coverage questions, claims inquiries, and risk management concerns.
• Maintain accurate client records and documentation within the agency management system.
• Collaborate with producers to identify cross-selling and account growth opportunities.
• Ensure compliance with agency procedures, carrier guidelines, and industry regulations.
• Deliver exceptional customer service and timely follow-up on all client requests.

Qualifications

• Active Texas Property & Casualty License preferred (or ability to obtain).
• Previous experience in commercial lines insurance, account management, or customer service preferred.
• Strong knowledge of commercial insurance coverages including General Liability, Commercial Property, Business Auto, Workers’ Compensation, Umbrella, and Professional Liability.
• Excellent communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with agency management systems and Microsoft Office applications.
• High attention to detail and commitment to client service.

Preferred Qualifications

• Experience working in an independent agency environment.
• Knowledge of Applied Epic, AMS360, HawkSoft, or similar agency management systems.
• CISR, CIC, or other industry designations are a plus.

Compensation & Benefits

We offer a competitive compensation package and a comprehensive benefits program, including:

• Competitive salary based on experience
• Hybrid work schedule
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with company match
• Paid time off (PTO)
• Paid holidays
• Professional development and continuing education opportunities
• Licensing and certification support
• Career growth opportunities within a stable and established agency

Why Join Our Team?

• Established agency with a strong market presence and loyal client base
• Supportive, team-oriented culture
• Work-life balance through a flexible hybrid work environment
• Opportunities for professional growth and advancement
• Competitive benefits and retirement offerings

Apply today to become part of a respected agency dedicated to helping businesses succeed through exceptional insurance solutions and client service.