About Us

As a trusted insurance partner for over 40 years, we’ve built a reputation on asking the right questions and making accurate evaluations to help minimize financial risk. Our focus is ensuring the financial security and continuity of businesses and individuals alike. By taking the time to truly understand our clients and their goals, we deliver tailored insurance solutions and employee benefits that protect what matters most.

We are a full-service independent insurance agency, dedicated to serving both personal and commercial insurance needs with professionalism, expertise, and care.

About the Role

We are seeking an experienced Commercial Lines Account Manager to join our team. This individual will play a key role in building and maintaining strong client relationships, managing day-to-day service needs, and supporting our producers to ensure clients receive top-tier service. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment.

Responsibilities

• Manage a designated book of commercial lines accounts, providing exceptional client service.
• Handle renewals, endorsements, policy changes, and certificates of insurance.
• Collaborate with producers on new and renewal business, including marketing and quoting.
• Respond promptly to client inquiries, problem-solve coverage issues, and provide guidance on insurance programs.
• Maintain accurate client files and documentation in the agency management system.
• Ensure compliance with company standards, policies, and procedures.
• Develop and maintain strong relationships with carriers and underwriters.

Qualifications

• 3+ years of experience in commercial lines account management or a related role.
• Active Property & Casualty license required.
• Strong knowledge of commercial insurance coverages (GL, WC, Auto, Property, Umbrella, etc.).
• Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar).
• Excellent communication, organizational, and time-management skills.
• Ability to work independently while also collaborating effectively with a team.

Benefits

• Competitive salary with performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• 401(k)
• Hybrid work schedule
• Paid time off, holidays, and flexible work arrangements.
• Professional development and continuing education support.