Commercial Lines Account Manager

Commercial Lines Account Manager

Position Overview

The Commercial Lines Account Manager plays a critical role in supporting the agency’s commercial insurance clients by delivering exceptional service, maintaining strong client relationships, and ensuring the accuracy and efficiency of day-to-day account management activities. This role partners closely with Producers, the New Business team, and carrier partners to support both retention and growth within the commercial lines book of business.

Key Responsibilities

Client Service & Relationship Management

• Serve as the primary point of contact for assigned commercial clients
• Build and maintain strong, trusted client relationships through proactive communication
• Respond to client inquiries regarding coverage, billing, claims, and policy changes in a timely and professional manner
• Educate clients on policy coverages, limitations, and options in a clear and client-friendly manner

Policy Management & Service

• Process policy changes including endorsements, cancellations, reinstatements, and audits
• Review policies, endorsements, and renewals for accuracy and completeness
• Prepare certificates of insurance, auto ID cards, and evidence of coverage
• Manage policy documentation and maintain accurate, detailed client records within the agency management system (e.g., EZLynx)

Renewals & Retention

• Manage the renewal process from start to finish:
• Review upcoming renewals for coverage gaps, rate changes, and market opportunities
• Gather updated client information as needed
• Prepare renewal proposals and summaries
• Collaborate with Producers and New Business team on remarketing strategies when appropriate
• Support client retention by identifying coverage improvements and cost-saving opportunities

Carrier & Vendor Coordination

• Communicate effectively with carrier underwriters and representatives
• Submit applications, supplemental forms, and required documentation to carriers
• Follow up on quotes, underwriting requests, and policy issuance
• Advocate for clients with carriers when issues arise

Team Collaboration

• Work closely with Producers, New Business Manager, and support staff to ensure seamless client experience
• Assist with onboarding new clients, including account setup and transition from sales to service
• Support internal process improvement initiatives and standardization efforts

Qualifications & Skills

• Active Property & Casualty Insurance License (required)
• 2 years of commercial lines experience preferred
• Strong understanding of commercial insurance coverages and policy structures
• Excellent communication and relationship-building skills
• High attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Proficiency with agency management systems (EZLynx experience a plus)
• Team-oriented mindset with a proactive, problem-solving approach

What Success Looks Like in This Role

• Clients feel supported, informed, and confident in their coverage
• Renewals are handled proactively with minimal last-minute activity
• Internal team members experience smooth collaboration and communication
• Accurate, well-documented accounts with minimal errors or rework

Why Join Our Team

• Collaborative, team-first environment
• Opportunity to play a key role in a growing commercial lines department
• Direct impact on client satisfaction and retention
• Supportive leadership with a focus on process improvement and professional growth

We’re looking for someone who can balance strong technical knowledge with a people-first mindset — someone who knows their way around a policy but also knows how to make clients feel taken care of without making insurance feel overwhelming.