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Role Summary
We are seeking a seasoned Commercial Lines Account Manager to partner closely with Producers and support the ongoing management, retention, and expansion of an established commercial insurance portfolio. This role plays a key part in delivering exceptional client service, strengthening relationships, and supporting new business initiatives. The position is full-time and offers flexibility for hybrid or in-office work.
Key Responsibilities
- Serve as a technical and service resource for Producers, clients, and internal teams on day-to-day policy matters.
- Manage renewal workflows in alignment with agency processes, coordinating closely with Producers and carriers.
- Assist with the preparation and submission of new business and renewal applications.
- Develop and deliver insurance summaries, proposals, and coverage schedules for clients and prospects.
- Issue and review binders, policies, certificates, and evidence of insurance, ensuring accuracy, compliance, and proper documentation.
- Evaluate certificate and evidence requests to confirm alignment with contractual obligations and policy terms.
- Coordinate policy endorsements and changes with clients, Producers, and carriers; review for accuracy and process related billing.
- Review carrier audits and work with carriers and clients to resolve discrepancies when identified.
- Respond promptly and professionally to client inquiries via phone, email, and written correspondence.
- Oversee billing, collections, and policy cancellations in accordance with agency guidelines.
- Maintain accurate and up-to-date client records within the agency management system.
- Participate in client and prospect meetings alongside Producers when appropriate.
- Contribute to additional projects and responsibilities as business needs evolve.
Qualifications & Experience
- Minimum of five years’ experience in a client-facing commercial insurance role managing a book of business.
- Active Property & Casualty insurance license required.
- Solid understanding of commercial insurance products, carrier markets, and underwriting practices.
- Comfortable working with agency management systems; experience with Applied EPIC or similar platforms is a plus.
- Bachelor’s degree preferred.
- Highly organized with the ability to manage multiple priorities in a fast-paced environment.
- Demonstrated ability to build and maintain strong working relationships with clients, carriers, and internal stakeholders.
- Commitment to continuous learning and staying current on industry developments, regulations, and coverage trends.
- Strong communication skills and a collaborative mindset, with the ability to support Producers and contribute to overall agency success.
JOB ID: 169477
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Jerome Ouvier