What are the responsibilities and job description for the Commercial Lines Account Manager position at Planet Green Search?
Our client is a longstanding independent property and casualty insurance firm headquartered in Charleston, SC, is seeking a Commercial Lines Account Manager. This role is service-driven and ideal for candidates with strong client relations skills and a commercial insurance background.
What you'll do:
- Manage an existing portfolio of commercial insurance accounts with exceptional service
- Process customer policy change requests efficiently
- Secure and manage all necessary documents (trailing documents, evidence of insurance)
- Promptly handle incoming calls and messages, aiming for first-ring response
- Understand and comply with underwriting, rating, and regulatory standards
- Stay current on agency product offerings and generate accurate insurance quotes
- Create, update, and manage system-generated proposals and coverage continuity
- Provide ongoing client support and maintain strong internal collaboration, especially with sales producers and marketing teams
- Prioritize attention to detail, timely follow-through, and strong organization skills
Experience you'll need:
- Property & Casualty Insurance License (South Carolina) — preferred but training may be provided for strong candidates
- Minimum 2 years of experience in commercial insurance, ideally within an agency or comparable environment
- Excellent verbal and written communication skills and professional phone etiquette
- Strong organizational, multitasking abilities with follow-through and follow-up capabilities
- Team orientation with a positive attitude and detail-focused mindset
Benefits Include:
- Health, dental, vision
- Life and disability insurance
- Paid time off (PTO)
- Flexible schedule and remote work options
