Commercial Lines Account Manager

• Serve as the primary client service contact for multiple accounts, managing renewals, completing Acord applications, and submitting thorough carrier applications
• Analyze carrier quotations, prepare professional proposals with premium/rate/exposure comparisons, and conduct loss analysis, loss ratio, and loss trending studies
• Review endorsements for accuracy, process premium audits, assist clients with disputes, and ensure compliance with COI requirements by ordering necessary endorsements
• Prepare and deliver timely binders, invoices, certificates of insurance, and secure premium financing when needed, ensuring accurate policy issuance and delivery
• Utilize company systems and procedures to manage workload, lead monthly renewal meetings with producers and account managers, and stay updated on underwriting requirements
• Provide coaching and mentorship to team members, lead or support special projects, and complete assigned training goals while maintaining industry certifications
• Identify and act on account rounding and cross-sell opportunities, proactively supporting business growth while performing additional responsibilities as needed

• 5+ years industry experience including at least 3 years at the Account Manager level
• Applicable state P&C Agents License
• Industry-related certifications expected
• College degree preferred, or equivalent experience
• Demonstrated proficiency in MS Office: Word, Excel, Outlook
• Agency Management System Experience. AMS Sagitta and ImageRight are preferred
• Strong technical coverage knowledge of commercial lines

medical, dental, life and disability insurance, 401k, generous paid time off