Commercial Insurance Account Manager

Full-Time – Monday through Friday- 8:30am – 5:00pm

Competitive salary and complete benefit package

FLSA Status: Exempt

Position Summary

The Commercial Lines Account Manager is responsible for servicing and managing a diverse portfolio of commercial insurance clients, including mid-sized to large accounts across multiple industries. This role partners closely with Commercial Lines Producers to deliver high-quality client service, manage renewals, market coverage, and ensure accurate policy administration.

The ideal candidate has several years of commercial insurance experience, a solid foundation in coverage knowledge, and the ability to independently manage day-to-day servicing for a variety of accounts while escalating more complex risks or strategic decisions as appropriate. This role is a key part of the agency’s Commercial Lines team and serves as a growth path toward Senior Account Manager or Account Executive responsibilities.

Essential Duties & Responsibilities

Client Service & Account Management

• Manage the day-to-day servicing of an assigned book of commercial lines accounts, including small to mid-sized clients across a variety of industries.
• Serve as a primary service contact for clients, responding to inquiries related to policies, endorsements, certificates, billing, and coverage questions.
• Build and maintain strong working relationships with clients through proactive communication and dependable follow-through.
• Assist clients with claims reporting and coordinate with carriers and internal teams as needed.

Renewals & Marketing

• Prepare, market, and manage renewal accounts in accordance with agency workflows and timelines.
• Gather underwriting information, submit renewal applications, and negotiate with carriers for competitive terms and coverage.
• Review policies for accuracy and coverage adequacy, identifying potential gaps or concerns for producer review.
• Support producers with renewal presentations and client meetings when needed.

Policy Administration & Documentation

• Process policies, endorsements, binders, certificates of insurance, audits, cancellations, and invoices accurately and timely.
• Maintain complete, accurate, and E&O-minded documentation within the agency management system.
• Follow established standards for file hygiene, activity documentation, and task management.

Collaboration & Professional Development

• Work collaboratively with producers, senior account managers, and other team members to deliver a consistent client experience.
• Escalate complex coverage issues or large account concerns to Senior Account Managers or leadership as appropriate.
• Stay current on carrier guidelines, underwriting appetite, and commercial insurance industry changes.
• Participate in training, continuing education, and professional development activities.

Qualifications & Experience

• Active Property & Casualty insurance license (or ability to obtain within required timeframe).
• 3–6 years of commercial insurance account management or related experience preferred.
• Working knowledge of core commercial coverages, including general liability, property, commercial auto, workers’ compensation, and umbrella.
• Experience working in an agency management system and carrier portals; strong technology and automation skills.
• Strong organizational, time-management, and communication skills with the ability to manage multiple accounts and deadlines.
• Professional, client-focused demeanor with a collaborative team mindset.

Preferred Education & Designations

• Associate or bachelor’s degree preferred.
• Progress toward or completion of insurance designations (e.g., CISR, CIC, AAI, CPCU) encouraged.

Career Path

This role is designed as a progression step within the Commercial Lines career path and may advance to Senior Commercial Lines Account Manager or Account Executive based on experience, performance, and business needs.

About Us:

At Legacy Insurance Partners, we are dedicated to providing top-tier insurance solutions with a commitment to dependability, growth, and client satisfaction. As a mid-size insurance agency with aspirations for expansion, we empower our team to thrive in a collaborative and supportive environment.