Commercial Lines Account Manager

Account Manager, Commercial Lines  

Department: Commercial Lines  

Reports to: Operations Manager  

SUMMARY  

The Account Manager, Commercial Lines is a key member of the Commercial Lines team and is  responsible for the day-to-day servicing and management of a portfolio of commercial  insurance clients. This role requires strong technical insurance knowledge and excellent  organizational skills. The Account Manager works collaboratively with internal teams,  insurance company partners, and clients to deliver high-quality service and support the growth  and retention of the commercial lines book of business.  

ESSENTIAL JOB FUNCTIONS  

 Manage and service an assigned book of commercial insurance accounts, ensuring  timely and accurate handling of renewals, endorsements, policy changes, and inquiries. 

 Work collaboratively with Commercial Lines team members, account assistants, and  leadership to ensure consistent service delivery and adherence to established  workflows, policies, and procedures.  

 Maintain strong working relationships with insurance company contacts and stay  current on underwriting guidelines, product offerings, and market changes. 

 Apply strong technical insurance knowledge to review coverage, identify gaps, and  support clients with informed recommendations aligned with their business needs. 

 Effectively organize workload and prioritize day-to-day tasks to meet service standards  and client expectations.  

KNOWLEDGE / SKILLS / ABILITIES  

 Advanced technical knowledge of commercial insurance products, policy wordings, and  underwriting guidelines.  

 Excellent verbal and written communication skills, including the ability to produce clear,  professional documentation and communicate effectively with clients and insurers. 

 Strong interpersonal skills with the ability to work collaboratively in a team-based  environment.  

 High level of initiative, attention to detail, and sound judgment in executing job  responsibilities. 

QUALIFICATIONS  

 Minimum 5 years of experience as a RIBO-licensed insurance professional 

 Demonstrated experience servicing commercial insurance accounts. 

 Proficiency with Microsoft 365 and Applied Epic, with the ability to leverage technology  to support workflow efficiency.  

 Proven problem-solving skills and a commitment to continuous improvement and client  service excellence.  

WORK ENVIRONMENT  

 Monday to Friday, based on business needs.  

 Hybrid work environment.  

 Occasional attendance at industry or community events.