Commercial Lines Account Manager

GLS | Insurance Group

Grow. Lead. Serve.

JOB DESCRIPTION

Commercial Lines Account Manager

Reports To: Tyler Foster  |  Department: Commercial Lines

POSITION SUMMARY

The Commercial Lines Account Manager serves as a trusted point of contact for our commercial clients, delivering exceptional service and expert guidance across all aspects of their insurance program. This role is responsible for building and sustaining strong client relationships by handling inquiries with professionalism, speed, and accuracy — coordinating seamlessly with clients, carriers, and internal team members to ensure every account is properly protected and serviced.

CORE DUTIES & ESSENTIAL JOB FUNCTIONS

•   Serve as the primary service contact for existing commercial lines clients, managing policy updates, coverage questions, premium payments, documentation requests, and ongoing account maintenance.

•   Handle all routine and after-hours claims, guiding clients through the process with clarity and urgency.

•   Respond to inbound client calls and written correspondence with professionalism, ensuring accurate and timely resolution of all service needs.

•   Partner with new clients or support a producer to assess risk exposures, gather underwriting data, research carrier options, present coverage solutions, bind new policies, and cancel or transition prior coverage.

•   Conduct or assist with policy review appointments — analyzing liability limits, coverage gaps, replacement cost accuracy, and rounding out accounts to ensure comprehensive protection.

•   Provide detailed product and service guidance to clients; process new business quotes, renewals, endorsements, cancellations, and payments with accuracy and efficiency.

•   Resolve service issues by proactively identifying root causes, communicating solutions clearly, and following up to confirm resolution and client satisfaction.

•   Review policy audits for accuracy and facilitate any necessary corrections between the client and carrier in a timely manner.

•   Maintain thorough and accurate records of all client interactions, transactions, and account activity within the agency management system.

•   Collaborate with team members, contribute expertise in formal and informal settings, and actively support the growth and development of agency staff.

ADDITIONAL RESPONSIBILITIES

•   Stay current on industry trends, product developments, legislative changes, coverage innovations, and emerging technology through ongoing education, CE courses, and agency training events.

•   Support overall agency operations by assisting with phones, correspondence, and client reception as needed.

•   Fulfill additional duties as assigned by agency leadership.

REQUIRED QUALIFICATIONS

Candidates must meet the following minimum requirements to be considered for this role:

•   Active insurance license as required by state of operation, with a minimum of two (2) years of commercial lines account management experience.

•   Demonstrated knowledge of commercial insurance products, coverage lines, rating procedures, underwriting principles, and industry operations.

•   Strong client service orientation with a professional phone presence and excellent written and verbal communication skills.

•   Ability to independently manage complex client situations, exercise sound judgment, and resolve issues without direct supervision.

•   Exceptional organizational skills with a high attention to detail, strong follow-through, and the ability to manage multiple priorities in a fast-paced environment.

•   Excellent time management skills paired with a personal accountability mindset and a commitment to delivering results.

•   Proficiency with agency management systems, carrier rating platforms, and general office technology.

PREFERRED ATTRIBUTES & CULTURAL FIT

At GLS Insurance Group, we believe character is as important as competency. The ideal candidate embodies these qualities:

Optimistic

Approaches challenges with confidence that persistence leads to positive outcomes. An optimistic mindset fuels resilience and inspires those around them.

Enthusiastic

Brings purpose-driven passion to the work. Enthusiasm elevates the team, sustains momentum through uncertainty, and transforms effort into impact.

Kind

Leads with genuine care for clients and colleagues alike. Kindness is not a soft skill — it is the foundation of trust, service, and lasting relationships.

GLS Insurance Group is an equal opportunity employer committed to building a team that reflects our values:

Grow. Lead. Serve.