Job Description

We are seeking an experienced Commercial Lines Account Manager to join a well-established agency serving middle-market clients. The average account size is approximately $200,000 in premium, and this role will be responsible for managing the renewals of roughly 45 commercial accounts, many of which are long-standing client relationships.

This position focuses heavily on account retention and service. A dedicated claims manager handles most claims-related responsibilities, and a marketing manager oversees new business processing up until the account is bound. Once bound, a structured transition occurs between the marketing team, the producer, and the account manager to ensure seamless onboarding.

Industry Focus:

The agency has developed strong specialization in industry verticals including:

• Commercial Construction
• Oil & Gas
• Rigging
• Private Education

This role will specifically support clients in the Heavy Construction Insurance segment. Familiarity with construction-related endorsements such as Additional Insured provisions is highly valuable.

Operating System: Applied Epic

Primary Responsibilities:

• Manage daily service needs of assigned accounts, including renewals, endorsements, billing, and certificates.
• Submit and track service requests with insurance carriers, ensuring accuracy and timeliness.
• Review and process policy documentation and billing items, verifying correctness prior to delivery.
• Coordinate with marketing and underwriting teams to prepare renewal submissions.
• Collaborate with producers to prepare renewal strategies and client documentation.
• Prepare binders, invoices, and finance agreements for renewals.
• Provide basic documentation related to claims; a dedicated claims manager handles most claims work.

Qualifications:

• 5+ years of experience managing mid-size to large commercial insurance accounts.
• Current Property & Casualty license (Required).
• High school diploma or equivalent required; relevant industry designations preferred or in progress.
• Strong understanding of construction-related insurance coverage and endorsements.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with Applied Epic preferred.
• Able to work independently, prioritize effectively, and support collaborative efforts across teams.

Key Attributes:

• Client-focused with strong communication and interpersonal skills.
• Detail-oriented and organized with the ability to handle multiple priorities.
• Positive, respectful, and committed to contributing to a values-driven agency culture.
• Maintains confidentiality and demonstrates professional integrity at all times.

Schedule & Location:

• Monday to Friday
• Hybrid work environment (partial remote/flexible in-office)

Compensation & Benefits:

• Salary Range: $75,000–$95,000/year (depending on experience)
• 401(k) with automatic 5% employer contribution (regardless of employee contribution)
• Medical, dental, and vision insurance
• Paid time off and holidays
• Flexible schedule
• Professional development assistance

Work Location: In person, with hybrid flexibility available

License Requirement: Property & Casualty License (Required)

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