Description:
The Commercial Lines Account Manager will be responsible for managing day-to-day commercial account servicing (ACRODs, submissions, quoting, certificates) while also assisting with and generating new business opportunities through referrals, inbound leads, and light outbound efforts. This is not a call-center role and not a pure hunter role; rather a balanced position with strong growth potential.
Why Join Us:
- Build a book, not just process paperwork
- Entrepreneurial environment with room to grow
- Direct exposure to ownership and decision-makers
- Long-term opportunity for increased responsibility and compensation
Key Responsibilities:
- Complete and manage ACORD applications (125, 126, 130, 140 etc).
- Prepare and submit new business and renewal submissions to carriers and MGAs
- Request, review, and negotiate quotes
- Issue Certificate of Insurance (COIs) and endorsements
- Manage renewals and remarket accounts as needed
- Maintain accurate client records in agency management system.
- Communicate with underwriters, carriers, and wholesalers
- Ensure compliance, accuracy, and timeliness of all documentation
- New business development:
- Work inbound leads and referrals
- Assist in developing new commercial P&C accounts
- Follow up on quotes and close business
- Cross-sell additional coverages where appropriate
- Support agency growth initiatives
Required Qualifications:
- Active Property & Casualty insurance license
- Prior experience in commercial lines of insurance
- Hands-on experience completing ACORD forms
- Strong understanding of commercial coverages
- Organized, detail-oriented, and deadline driven
- Professional phone and email presence.
- Preferred qualifications:
- Experience with agency management systems (Applied, HawkSoft, EZLynx, Etc.)
- Experience working with MGAs and wholesales
- Prior exposure to small-to-mid market commercial accounts
- Ability to balance service work with light sales activity