What are the responsibilities and job description for the Commercial Lines Account Manager position at Keystone Agency Partners LLC?
About Us
Founded in 1975, Árachas Group, LLC is an independent insurance and risk management company offering business, employee benefits, and personal solutions to clients of Bartlett, IL, and 50 states across the United States. Árachas Group combines national strength with a local heart, working as one to deliver business, employee benefits, and personal insurance solutions. With high-touch relationships, empathy, and advocacy, we make coverage personal and clear, giving clients confidence to navigate the everyday and the unexpected.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well. We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefits package is regularly reviewed and modified to offer those benefits most valuable to both the employee and their family. Our agency understands the importance of focus and dedication and we are looking for a permanent team member who understands delivering superior service is what separates us from the rest.
Commercial Lines Account Manager
Position Summary:
The primary function of this role is to manage and service a portfolio of commercial insurance accounts. This role involves building strong client relationships, ensuring policy accuracy, handling renewals, and providing exceptional customer service. The Account Manager serves as a key liaison between clients, insurance carriers, and internal items to ensure coverage needs are met effectively.
Key Responsibilities:
Client Relationship Management
- Maintain strong client relationships by responding to inquiries and providing timely support.
- Maintain records of customer interactions and transactions, documenting inquiries, comments, and actions taken in the agency management system.
- File claims on behalf of clients and follow up as needed.
- Issue certificates of insurance and evidence of property.
Policy Administration
- Maintain assigned Producers’ current book of business.
- Review and maintain expiration lists and renewal schedules.
- Submit change requests and process endorsements.
- Review policies, endorsements, and audits for accuracy.
- Assist with audits and ensure timely resolution of discrepancies.
Marketing & Proposal Development
- Market new and renewal business.
- Prepare and present insurance proposals to clients.
- Market and issue bonds as required.
Operational Support & System Management
- Review and update daily activity lists to ensure task completion.
- Confirm data accuracy within Applied Epic agency management system.
- Invoice agency bill premiums and set up finance contracts.
- Delegate appropriate tasks to Customer Service Representatives (CSRs).
Team Collaboration & Leadership
- Collaborate with team members to ensure seamless service delivery.
- Mentor staff, provide expertise and answer questions.
- Participate in formal and informal team meetings and contribute to process improvements.
Qualifications:
- Must possess an active Property & Casualty license in the state(s) in which business is conducted
- 5 years of experience in the insurance industry, with a focus on commercial insurance or property & casualty insurance
- Proven account management experience within an agency or brokerage setting
- Knowledge of commercial insurance products and usages
- Knowledge of insurance coverage and ability to communicate clearly to clients and underwriters
- Experience with Applied Epic highly desired; will consider other agency management systems
- Proficient with Microsoft Office Suite
- Excellent communication and interpersonal skills
- Professional demeanor and positive attitude
- Detail-oriented with the ability to handle multiple clients, tasks, and requirements
- Occasional travel may be required
- Ability to pass a criminal background check, as permitted by law
Schedule: Monday-Friday, 8:30am-5:00pm
Locations: Remote or hybrid work options available for residents of Illinois, Iowa, or Minnesota
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
Salary : $75,000 - $100,000