Commercial Lines Account Manager

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

📋 Description

• Establish and nurture trusted relationships with commercial lines clients through responsive service, expert guidance, and tailored coverage recommendations.

• Oversee new and renewal business by evaluating risk exposures, determining coverage needs, and placing policies that align with client objectives and underwriting standards.

• Generate quotes and write new business from incoming inquiries and referrals.

• Accurately and efficiently process endorsements, policy modifications, and account updates.

• Analyze renewal and expiration reports to formulate effective retention strategies.

• Recognize opportunities for cross-selling and upselling to enhance clients’ risk management programs and coverage portfolios.

• Act as a liaison among clients, producers, underwriters, carriers, and agency leadership.

⛳️ Requirements

• Possession of an active Property and Casualty Insurance License.

• 1 to 3 years of experience in sales, account management, customer service, or a similar client-facing position.

• High School Diploma, GED, or an Associate Degree in Business Administration, Finance, Risk Management, or a related discipline.

• Solid understanding of commercial lines insurance principles, coverages, policies, and underwriting concepts.

• Excellent written and verbal communication skills.

• Outstanding organizational abilities, with the capacity to prioritize tasks and manage multiple responsibilities effectively.

• Strong critical thinking and problem-solving skills.

• Proficient in Microsoft Office Suite, CRM platforms, and business technologies utilized for client management and communication.

• Commitment to professionalism, confidentiality, and ethical business practices.

• Experience within the Property and Casualty insurance sector.

• Direct experience in managing commercial lines accounts or a portfolio of commercial lines business.

• Familiarity with the EPIC Agency Management System.

• Proven experience in identifying cross-selling and coverage expansion opportunities.

• Knowledge of carrier guidelines, underwriting practices, and available commercial insurance products.

🏝️ Benefits

• Multiple medical plan options, with preventive care covered at 100%.

• Free virtual medical and mental healthcare for employees and their families.

• Dedicated healthcare concierge.

• Employer-paid short-term and long-term disability coverage.

• Paid parental leave.

• Personalized PTO without traditional accruals.

• Separate sick leave.

• Competitive 401(k) company match.

• Comprehensive dental and vision coverage.

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support.

• Company-paid holidays.

• Comprehensive health and welfare program extending to family and domestic partners.