SBU Commercial Lines Account Manager

Overview

Job Summary:

A full-time Commercial Lines Account Manager opportunity is available for a motivated insurance professional with strong communication skills and a desire to build long-term client relationships. This role focuses on servicing and retaining small commercial lines accounts, with an emphasis on real estate-related risks. The ideal candidate is detail-oriented, client-focused, and comfortable managing multiple priorities in a fast-paced agency environment.

• Serve as the primary point of contact for assigned clients, responding to inquiries, providing proactive support, and fostering strong relationships to support retention
• Manage day-to-day servicing activities for assigned accounts, including policy changes, endorsements, certificates, binders, billing inquiries, and related documentation
• Oversee renewal workflows by preparing applications, marketing renewals, and negotiating coverage terms to prevent lapses in coverage
• Analyze client exposures and recommend appropriate insurance solutions for new and renewal business
• Maintain accurate and compliant account documentation within the agency management software
• Collaborate with carriers, underwriters, and internal teams to negotiate terms, pricing, and endorsements, while appropriately delegating administrative tasks

• Holds an active P&C (Property and Casualty) insurance license
• At least two years of experience servicing small commercial lines accounts within an independent insurance agency environment
• Experience working with real estate-related commercial risks
• Strong attention to detail, organizational skills, and ability to manage competing deadlines
• Proficiency with agency management software and standard office technology

• High school diploma or equivalent
• Active P&C license in Texas
• Professional designations such as CIC or CISR
• Experience with AMS
  360 or similar agency management systems
• Working knowledge of common business applications, including document management and electronic signature tools

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.