What are the responsibilities and job description for the Commercial Lines Account Manager position at Keystone Agency Partners LLC?
About Us
At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are proud to be a second-generation family business, where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do. Mason-McBride offers a broad spectrum of insurance services. Whether it’s personal insurance like home, auto, life, and umbrella policies, or business insurance covering commercial property, general liability, and workers’ compensation, we have you covered. We also specialize in employee benefits, including health, dental, and vision insurance.
Commercial Lines Account Manager
Position Summary:
We are seeking an experienced Commercial Lines Account Manager to join our growing team. This role is responsible for managing and servicing a portfolio of small to mid-sized commercial insurance accounts while delivering exceptional customer service and building long-term client relationships. The ideal candidate is detail-oriented, organized, proactive, and thrives in a fast-paced agency environment.
Key Responsibilities:
- Manage a book of small to mid-sized commercial insurance accounts, ensuring exceptional service throughout the client lifecycle.
- Respond promptly to client inquiries, policy changes, cancellations, and coverage requests while meeting established service standards.
- Process new business, renewals, endorsements, cancellations, binders, certificates of insurance, invoices, and other policy documentation in accordance with agency procedures.
- Prepare and deliver Evidence of Insurance requests and Certificates of Insurance accurately and efficiently.
- Generate insurance quotes and collaborate with producers to deliver competitive coverage solutions.
- Review and process customer policy change requests while ensuring underwriting and carrier guidelines are met.
- Obtain and track all required trailing documents and outstanding client information.
- Document all client interactions and account activity accurately within the agency management system.
- Verify and update client contact information during every customer interaction.
- Serve as the primary point of contact for incoming claims, providing guidance and coordinating follow-up as needed.
- Maintain a thorough understanding of carrier underwriting guidelines, rating procedures, compliance requirements, and available products.
- Identify opportunities to cross-sell and upsell additional insurance and financial products that meet clients' needs.
- Promote the agency's referral program by requesting referrals during client interactions.
- Stay current on industry trends, carrier updates, and new insurance products through ongoing education and training.
- Share knowledge, best practices, and technical expertise with team members to support a collaborative work environment.
Qualifications:
- High school diploma required; Associate’s or Bachelor’s degree preferred
- Active Michigan Property and Casualty License required
- Minimum of 3 years of Commercial Lines Account Management experience servicing a small to mid-sized book of business with account premiums ranging from $2,500 to $50,000
- Strong understanding of commercial insurance coverages, underwriting principles, and agency workflows
- Knowledge of insurance rating platforms and carrier portals
- Experience with multi-state Workers' Compensation policies and class code assignments a plus
- Familiarity with Surplus Lines placements and Lloyd’s insurance market preferred
- Proficiency with Microsoft Office Suite
- Experience with agency management systems, preferably Applied Epic or AMS360
- Excellent written and verbal communication skills with a strong customer service focus
- Highly organized with exceptional attention to detail and the ability to prioritize multiple tasks in a fast-paced environment
- Strong analytical and problem-solving skills
- Self-motivated with a proactive approach and a strong sense of urgency
- Positive attitude with a willingness to learn, adapt, and receive coaching
- Ability to work independently while contributing effectively as a collaborative team member
- Ability to pass a criminal background check, as permitted by law
Hours: Monday-Friday, 8:00am-4:30pm
Office Location: 3155 W Big Beaver Road, Suite 125, Troy, MI 48084
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.