Commercial Lines Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a designated portfolio of commercial insurance accounts while fostering client relationships and ensuring retention.

• Respond to client inquiries, manage policy modifications, handle complaints, and fulfill service requests.

• Manage renewal processes, which include gathering data, providing quotes, creating proposals, and updating systems.

• Escalate and resolve intricate issues in collaboration with the department director.

• Monitor outstanding client requests and communicate proactively with both clients and sales executives.

• Assist in resolving billing and claims issues.

• Participate in training sessions, webinars, and carrier programs.

• Gather prospect and client information to assess risk exposure and determine insurance needs.

• Coordinate the preparation of quotes, proposals, and policy documents.

• Oversee the onboarding process for new clients, including necessary paperwork, compliance, and data entry in Applied Epic.

• Document new lines of business along with related activities and attachments.

• Support sales initiatives and implement sales strategies.

• Create presentation materials for claims reviews, new business, and renewals.

• Attend client and prospect meetings as required.

• Manage implementation checklists and submit forms and applications to carriers.

• Provide insights derived from customer needs and client data analysis.

• Attend internal meetings and meetings with carriers.

• Assist with Applied Epic policy cleanup projects, focusing on premiums and commissions.

• Implement client contracts and support accounting, sales, and marketing activities.

• Maintain up-to-date knowledge of services, products, programs, and procedures.

• Organize workflow, update client records, manage calls and emails, and assist colleagues during absences.

• Perform additional duties as assigned.

⛳️ Requirements

• High school diploma is required; an Associate or Bachelor’s degree is preferred.

• An active Property & Casualty Insurance license is required.

• A minimum of 3 years’ experience as a Commercial Lines Account Manager or in a similar client-facing commercial insurance role.

• Strong understanding of commercial insurance products, coverage options, and industry regulations.

• Proficiency in Microsoft Office Suite and Applied Epic, or comparable agency management systems.

• Excellent verbal and written communication skills, demonstrating a strong commitment to client service.

• Exceptional attention to detail, with robust organizational and analytical skills.

• Proven problem-solving abilities, relationship-building skills, and interpersonal skills, with a collaborative team-oriented approach.

• Effective time management skills and the capacity to prioritize tasks in a fast-paced environment.

• Occasional travel may be required.

• Ability to pass a criminal background check, as permitted by law.

• Work schedule is Monday to Friday, 8:30 AM to 5:00 PM EST.

• Preference will be given to candidates located in Eastern or Central U.S. time zones.

🏝️ Benefits

• Competitive compensation package.

• Health insurance plans (PPO, HSA, copay options).

• Dental insurance coverage.

• Vision insurance options.

• Company-paid disability insurance.

• Supplemental insurance offerings, including critical illness, accident, legal, and pet insurance.

• 401(k) plan with safe harbor match.

• Paid time off.

• Paid holidays.