Commercial Lines Account Manager 

Position Summary

Key Responsibilities

Client & Carrier Interaction

• Maintain strong relationships with clients, wholesalers, producers, and carriers.
• Provide consistent, accurate communication for renewals, cancellations, reinstatements, audits, coverage updates, and policy questions.
• Educate clients on coverage, limits, exclusions, claims processes, and carrier expertise.
• Work directly with underwriters and carrier representatives regarding submissions, quotes, and policy changes.

Account Management & Documentation

• Maintain TAM/agency management system files with accurate notes, documents, confirmations, and updates.
• Ensure all email and telephone interactions are recorded in client files.
• Prepare professional proposals, applications, summaries, and policy documentation.
• Handle endorsements, renewals, claims reporting, and follow-ups.
• Review carrier service reports monthly; track claims of $10,000+ and produce monthly claims reports.
• Prepare spreadsheets, reports, and renewal documentation for internal leadership when required.
• Assist clients with audits, premium finance arrangements, and billing accuracy.
• Ensure suspense items and workflow tasks are completed accurately and on schedule.

Technical & Administrative

• Proficient use of Microsoft Office (Outlook, Excel—including VLOOKUP/Pivot Tables, Word, PowerPoint).
• Utilize Excel for rating, premium tracking, proposals, and administrative reporting.
• Use agency management system tools, carrier websites, and IVANS downloads to ensure accurate policy management.
• Update voicemail and email auto-responses per company communication standards.
• Submit monthly new business and renewal business logs.

Additional Duties

• Provide coverage support to producers when necessary.
• Participate in client or prospect meetings as needed.
• Attend required training, webinars, and continuing education sessions.
• Assist with miscellaneous projects and duties assigned by management.
  
  
  
  

Skills, Knowledge and Expertise

Qualifications

• Minimum 5 years of commercial lines account management experience.
• Strong understanding of commercial underwriting, coverages, and rate analysis.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage a high-volume workload.
• Ability to work collaboratively in a team-oriented environment.
• Professional and polished client-facing demeanor.
• Bilingual (English/Spanish) preferred but not required.

Education & Required Experience

• College degree preferred.
• Active Property & Casualty License required.
• 5+ years of experience servicing or managing commercial P&C accounts (typically $50,000–$1,000,000 in premium).
• Experience in an independent agency environment strongly preferred.
• Experience using TAM or similar agency management systems (recent use within last 6 months preferred).
• Designations such as CIC, CPCU, or CISR are valued but not mandatory.
  
  

Benefits