What are the responsibilities and job description for the Commercial Lines Account Manager position at CG Financial Services?
Job Overview
The Commercial Lines Account Manager is a key member of our insurance team, responsible for managing a portfolio of commercial clients and ensuring their coverage needs are met with precision and care. This role involves hands-on policy servicing, renewal planning, and proactive client communication, all while maintaining strong relationships with carriers and the internal team. Success in this role requires strong organizational skills, the ability to manage multiple priorities, and a collaborative, solutions-focused approach
Base salary $60,000 - $75,000 based on experience
Salary Range: $60,000.00 - $75,000.00 per year
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)Health Insurance
Dental Insurance
Life Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Disability Insurance
Retirement Plan
Paid Holidays
Healthcare Spending Account
Free Coffee
Regular company team-building events and seasonal celebrations
Opportunities to participate in community volunteering and outreach initiatives
Requirements
- Active Property & Casualty insurance license
- Minimum 3 years of commercial lines insurance experience (account management or underwriting preferred)
- Strong understanding of key commercial coverages, including GL, WC, Property, Auto, Cyber, and Professional Liability
- Proficiency with Microsoft Excel; comfortable generating premium breakdowns and working with client data
- Excellent organizational and time management skills; able to prioritize and follow through in a fast-paced environment
Responsibilities
- Collaborate with producers to design, implement, and maintain commercial insurance programs tailored to each client
- Serve as the main point of contact for clients, addressing policy questions, service requests, and coverage guidance
- Prepare and submit insurance applications, proposals, and policy documents accurately and on schedule
- Coordinate marketing efforts and negotiate terms with carriers to secure the best options for clients
- Manage the full renewal process: gather information, analyze coverage needs, remarket policies, and communicate changes
- Educate clients on audits, endorsements, and other policy procedures; provide premium allocation reports using Excel
- Handle certificates of insurance, endorsements, cancellations, reinstatements, and policy changes
- Maintain thorough, accurate documentation in the agency management system (e.g., Applied Epic)
About Us
CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management guidance tailored to each client’s unique business needs. Our team thrives on collaboration, professional excellence, and a service-first mindset.
Our Core Values:
We are not just looking for a specific skillset. We are looking for someone who lives our values and contributes to our team’s positive momentum and shared success.
- Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
- Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
- Self-Motivated: You are driven, proactive, and unafraid to take initiative or tackle challenges.
- Authentic: You operate with honesty, integrity, and a no drama, no politics approach.
- Positively Impact People: You care about helping others grow, your team, clients, and community, and believe in collective success.
Salary : $60,000 - $75,000
