Commercial Lines Account Manager

The Account Manager is responsible for delivering high-quality service to existing clients while managing and expanding an assigned book of business. This role focuses on building strong client relationships, supporting retention efforts, identifying growth opportunities, and ensuring an exceptional client experience.

This is a full-time position. Remote, hybrid, or on-site work arrangements may be available depending on business needs.

• Build and maintain positive client relationships by understanding needs, responding promptly, and providing exceptional service.
• Communicate proactively with clients to ensure satisfaction and identify opportunities for improved coverage or solutions.
• Manage new and renewal accounts, assess risk exposure, and recommend appropriate options in alignment with guidelines and standards.
• Maintain accurate and current client records, including processing updates, changes, and documentation in a timely manner.
• Review renewal and expiration reports to develop strategies that support retention and client satisfaction.
• Identify and pursue cross-sell and upsell opportunities aligned with client needs.
• Utilize knowledge of products, services, and industry practices to provide informed recommendations.
• Serve as a collaborative partner to clients, internal team members, and external stakeholders to ensure clear communication and smooth service delivery.
• Participate in meetings, training, and professional development to stay current on industry trends and organizational initiatives.

• 3–4 years of experience in account management, customer service, or a related client-facing role.
• High school diploma or equivalent required; additional education in business or a related field preferred.
• Experience in insurance, financial services, or a related professional services industry is a plus.
• Strong knowledge of account servicing practices, policies, and customer relationship principles.
• Proven ability to develop and maintain professional client relationships.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Strong problem-solving abilities and a proactive approach to resolving issues.
• Clear and professional written and verbal communication skills.
• Proficiency using business software tools, including CRM platforms and Microsoft Office applications.
• Must be authorized to work in the United States.

Not Applicable

Contract

Administrative

Staffing and Recruiting