What are the responsibilities and job description for the Commercial Lines Account Manager position at Impact Performance Team?
About Our Client
Our client is a well-established independent insurance agency based out of Oxford, CT, and serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.
Role Overview
The Customer Service and Account Manager role is a position that supports our Commercial Lines Sales Producers. This individual will manage client relationships, service accounts, and perform licensed insurance activities while delivering proactive solutions that align with each client’s needs. Your key responsibilities may include:
- Manage and service a portfolio of Commercial Lines accounts, ensuring accuracy, coverage adequacy, and seamless renewals
- Partner with Producers to prepare proposals, coordinate underwriting, and support new business and renewal strategy
- Conduct proactive coverage reviews to identify gaps, cross sell opportunities, and risk management solutions
- Process endorsements, certificates, policy changes, audits, and renewals with precision and timeliness
- Maintain clear, consistent communication with clients, carriers, and internal stakeholders while documenting all activity accurately
- Deliver exceptional client service that strengthens long term relationships and supports agency growth
- Minimum 3 years Commercial Insurance Account Management experience required
- Needs to be able to operate on Eastern Standard Time
- Strong professionalism and ethical standards
- Consistent follow through on deadlines meetings and client commitments
Ideal Candidate
- Enjoys helping clients and building lasting relationships
- Ability to operate on Eastern Standard Time
- Experienced in both Personal and Commercial Lines
- Able to offer creative and innovative solutions
- Engaged in civic or professional associations
- Strong communicator who understands how to align agency resources with client needs
- Detail oriented and accountable
- Values community involvement and long term client partnerships
- Base Salary starting at $70,000 depending on experience
- Group health coverage
- Retirement plan with company match
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
- Paid time off
Salary : $70,000