Commercial Lines Account Manager Job at Alera Group (Montpelier)

Commercial Lines Account Manager

Join a dynamic team that values experience, dedication, and client service excel...

Location

Canada , British Columbia

Salary:

90000.00 - 110000.00 USD / Year

Aplin

Expiration Date

Until further notice

Requirements

Minimum of 5 years of commercial insurance brokerage experience
Level 2 insurance license in BC
Strong familiarity with commercial insurance markets and products
Excellent communication and client relationship management skills
Ability to navigate and manage a general commercial book of business
Ability to work in-office five days a week initially, with a potential transition to four days after probation
Strong organizational skills and attention to detail

Job Responsibility

Manage a portfolio of general commercial insurance clients, providing expert advice and tailored coverage solutions
Handle renewals, policy changes, and claims assistance to ensure ongoing client satisfaction
Maintain accurate client records and meeting notes to support ongoing service excellence
Collaborate with internal teams and offshore support to process policies and documentation efficiently
Build and nurture strong client relationships through regular communication and exceptional service
Support retention efforts by providing proactive service and understanding client needs
Assist with new business opportunities where applicable, earning commissions on new accounts

What we offer

Competitive base salary: $90,000 to $110,000
Paid time off
Comprehensive benefits
Opportunities for salary increases and incentives such as team dinners and vouchers
Flexibility of working remotely one day a week after successful probation
Ongoing professional development and growth potential

Fulltime

Commercial Lines Account Manager

At Alera Group, our Property & Casualty team helps businesses protect their asse...

Location

United States , San Antonio

Salary:

Not provided

Alera Group

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in a commercial insurance account management role
Active Property & Casualty insurance license
Strong understanding of commercial lines underwriting and coverages
Proficiency in Microsoft Office and Adobe applications
Strong organizational skills with attention to detail
Excellent verbal and written communication skills

Job Responsibility

Support Producers by coordinating renewals and new business for commercial accounts
Gather underwriting information and engage clients to prepare renewal and marketing submissions
Serve as a day-to-day point of contact for clients and carriers
Strengthen client relationships through clear communication and reliable follow-through
Request, review, and analyze carrier quotes for accuracy, coverage, and pricing
Assist with marketing and placement of business
Ensure accuracy and timeliness of policies, endorsements, invoicing, audits, and billing
Review month-end statements and assist with finance arrangements
Issue proofs of insurance and manage service follow-ups
Maintain organized electronic files, suspense systems, and follow-up tracking

What we offer

Medical
Dental
Vision
Life and disability coverage
401(k)
Generous PTO
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support

Fulltime

Commercial Lines Account Manager

Alera Group is looking for a Commercial Lines Account Manager. We are seeking hi...

Location

United States , Waukesha; Onalaska; Green Bay; Appleton; Monona

Salary:

Not provided

Alera Group

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
2+ years of commercial lines insurance servicing experience
Active P&C license required or ability to obtain within a specified timeframe
Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
Strong communication, organization, and attention‑to‑detail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years

Job Responsibility

Service and manage a portfolio of mid-market to large commercial insurance accounts by coordinating renewals, policy changes, endorsements, billing, audits, and client inquiries while ensuring regulatory and company compliance
Support new and renewal business by preparing applications and proposals, evaluating client exposures, analyzing loss trends, obtaining carrier quotes, and assisting producers with marketing and placement
Collaborate closely with producers, underwriters, carriers, and internal teams to deliver seamless client service, maintain accurate agency system records, and drive strong account retention

What we offer

Medical insurance
Dental insurance
Life insurance
Disability insurance
401k
Generous paid time off

Fulltime

Commercial Lines Account Manager

Join a Respected Insurance brokerage with a Rich 40-Year Heritage. Our client, a...

Location

Canada , Vaughan

Salary:

85000.00 - 90000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Minimum of five years’ experience working with mid-sized to large commercial insurance accounts
RIBO license is mandatory
Ability to perform a comprehensive 360-degree client service role independently
Strong professionalism and confidence in signing authority
Experience with Epic software is ideal
Excellent communication and organizational skills
Able to work in office on a full-time basis

Job Responsibility

Manage mid to large commercial accounts, primarily construction, retail buildings, bonds, etc.
Provide end-to-end client service from policy placement to sign-off, ensuring all client needs are met with professionalism and accuracy
Coordinate with TSRs and other team members to prepare summaries and certificates, signing off on the final documents
Handle client inquiries, policy updates, and endorsements with efficiency
Cross-sell additional coverages such as umbrella policies when appropriate
Maintain detailed and organized client files, ensuring compliance with company standards
Collaborate with the team and report to the interim commercial manager to meet departmental goals

What we offer

Full health benefits starting from day one
RRSP plan with employer matching
Up to four weeks of paid vacation
Opportunities for professional growth and team-building events

Fulltime

Commercial Lines Account Manager

The Property & Casualty Account Manager is responsible for customer service duti...

Location

United States , White Plains, Rye Brook

Salary:

43.00 - 53.00 USD / Hour

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Licensed P&C Brokers License
Excellent writing and oral communication skills
Ability to navigate MS Office/Excel & AMFRS
2-3 years’ experience in a similar position
Associate’s or Bachelor’s in a business or financial related discipline (Preferred)

Job Responsibility

Provide prompt, accurate, courteous service to customers and company personnel
Grow and develop talents and insurance knowledge
Participate in seminars and classes for skill development
Obtain renewal information requested by the company underwriter
Complete and prepare marketing information with client
Review company issued new and renewal policies, endorsements, and audits for accuracy
Review all applications for accuracy
Work with Commercial Lines Assistants to issue Certificates, Evidence of Property, ID Cards and invoices
Handle telephone requests and written miscellaneous correspondence
Service commercial lines accounts to eliminate gaps in coverage

What we offer

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services

Fulltime

Commercial Lines Account Manager

The Account Manager is responsible for retention and client relationship managem...

Location

United States , Ft. Lauderdale

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

2-20 license required
5+ years' in an independent agency setting servicing commercial accounts and marketing renewals
Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)
Excellent verbal and written communication skills
Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations
Ability to write reports and business correspondence
Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages
Ability to solve practical problems and deal with a variety of concrete variables
Bachelor's Degree highly preferred

Job Responsibility

Work with the Large Commercial clients to provide exceptional customer service
Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments
Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments
Oversee the requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items
Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate
Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database
Assist in clearing omitted items, account differences, and commission differences
Coordinate premium financing needs with Accounting Department
Keep producers informed
Correspond with markets and clients, accompanying producers on visits as requested

What we offer

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services

Fulltime

Commercial Lines Account Manager

The Commercial Lines Account Manager is responsible for the day-to-day servicing...

Location

United States , Portland

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

High School Diploma
Bachelor’s degree in a business or financial related discipline (preferred)
AMS360 and ImageRight software experience (preferred)
Minimum 3 years’ experience as a Commercial Lines Account Manager
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Professional insurance designation i.e.: CPCU, CIC, etc.

Job Responsibility

Responding to phone and email requests from clients, insurance companies, internal staff
Validate coverage and rating for policies, endorsements, audits & cancellations
Ability to communicate effectively and build relationships with Carriers and Brokers
Ability to communicate effectively with sales and marketing teams
Invoicing of policies, endorsements, audits, and cancellations as required
Entering all required data into the agency management system to maintain current file data on all accounts
Attaching all documents to the agency management system via the ImageRight document management software
Process daily tasks, including faxes and emails, for assigned clients
Keep up to date follow up system for correspondence/requests
Maintaining up-to-date renewal expiration reports

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

Commercial Lines Account Manager

The Commercial Lines Account Manager is responsible for servicing commercial ins...

Location

United States , Jacksonville

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

4-40 P&C License
Associate’s or Bachelor’s degree (preferred)
2-20 insurance license (preferred)
Industry software experience (preferred)
High school diploma
Proficient with MS Office Suite
2 years of service experience in the insurance industry

Job Responsibility

Process daily mail, including faxes and e-mail, for assigned accounts
Answer and process all telephone requests for assigned accounts
Enter all required data into system to maintain current file data on all assigned accounts
Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations
Validate coverages and ratings policies, endorsements, audits, cancellations, etc.
Maintain suspense or follow-up system for correspondence/requests
Process premium finance agreements as needed
Prepare billings and/or invoices on a timely basis
Advise accounting of the appropriate posting of moneys received on assigned accounts

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

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Commercial Lines Account Manager

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