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The Commercial Lines Account Manager will provide commercial lines service and support to clients and production staff, by assisting, maintaining, and expanding assigned accounts.
Job Responsibility:
Manage daily communications including mail, faxes, emails, and phone calls for assigned accounts
Maintain organized account files and ensure all data is accurately entered into the system
Review insurance documents (applications, renewals, endorsements) for compliance with underwriting guidelines
Handle insurance marketing and renewals, including securing coverage checklists and loss runs
Prepare and process insurance documents such as binders, policies, certificates, audits, and cancellations
Assist with billing and premium-related tasks, including invoicing, finance agreements, and collections
Support clients by preparing spreadsheets, premium breakdowns, and experience modification worksheets
Attend industry events and maintain relationships with carriers, underwriters, and marketing reps
Provide backup support to other service agents and perform clerical duties as needed
Pursue professional development and maintain strong technical knowledge of commercial insurance lines
Requirements:
Property & Casualty Agent’s License
High School Diploma required
Large Lines position prefers college degree, designation, or equivalent professional experience
Strong technical knowledge of coverage in all commercial line insurance coverage