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The Commercial Lines Account Manager serves as the primary client contact for an assigned book of commercial business, ensuring exceptional service and retention. This role manages client accounts and transactions with sound judgment, oversees task delegation, and provides guidance to maintain quality standards. The Account Manager builds and strengthens client relationships, leads internal resources to address client needs, and resolves issues related to underwriting, policies, accounting, and claims. By delivering proactive solutions and fostering trust, this position supports business growth and long-term client satisfaction.
Job Responsibility:
Accurately review and monitor various documents such as certificates of insurance, auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc.
Use discretionary judgement to negotiate commission/fee-based pricing of services
Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
Assist Producers with any new business calls and implementation of new business for newly assigned accounts
Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
Handle a diverse range of insurance products in the Commercial Lines arena
Submit complete and accurate renewal information to the incumbent carrier(s)
Prepare Insurance Coverage Review documents
Bind coverage with the carrier(s) in accordance with the client’s instructions
Responsible for the day-to-day account management of client accounts
Requirements:
Property & Casualty license
5+ years’ experience in the industry with a demonstrated ability to explain our capabilities relative to our competitors
Proficient with Microsoft Office Suite
Ability to maintain a high level of confidentiality
Strong oral and written communication skills
Strong attention to detail
Strong time‑management skills
Strong keyboard and PC skills
Knowledge of agency management systems (BenefitPoint, ImageRight, AMS, etc.)
Acceptable results of a Motor Vehicle Record report at the time of hire, and periodically thereafter, and maintenance of minimum acceptable insurance coverages