Commercial Lines Account Manager; exempt

Job Summary

The Commercial Lines Account Manager is responsible for building strong client relationships and delivering exceptional service while managing a diverse middle-market book of business. This role oversees full-cycle account management, including renewals, endorsements, billing, claims, certificates of insurance, and daily servicing. The ideal candidate has a solid understanding of commercial P&C insurance, follows structured processes with accuracy, communicates effectively, and identifies cross-selling opportunities to grow client accounts.

• Manage and service a mix of small and middle-market commercial lines book of business, ensuring client retention and satisfaction.
• Handle all aspects of account management, including new business, renewals, re-marketing, binding, endorsements, claims, certificates, and billing.
• Develop and maintain strong client relationships through proactive communication and exceptional service.
• Identify and pursue cross-selling and account rounding opportunities to grow the book of business.
• Review policies and coverage with clients to ensure adequate protection and make recommendations as needed.
• Collaborate with producers, underwriters, and carriers to negotiate terms, resolve issues, and secure competitive coverage.
• Provide timely, accurate responses to client inquiries, including certificates of insurance, policy changes, and claims assistance.
• Maintain thorough documentation of client interactions, coverage details, and transactions in the agency management system.
• Ensure compliance with agency procedures, carrier guidelines, and industry regulations.
• Stay current with market trends, carrier products, and industry best practices to better serve clients.
• Support teammates by sharing knowledge, collaborating on complex accounts, and contributing to a positive team environment.
• Other duties as assigned.

• 5-10 years of P&C Commercial Lines Account Management experience.
• High School diploma or equivalent required. Associate or Bachelor’s Degree is a plus.
• Experience with an agency management system is required, experience with Applied Epic is preferred.
• Experience with Epic Manager Renewals and Ascend is preferred.

• Prolonged periods of sitting or standing to perform computer-based tasks.
• Occasionally lifting or carrying items up to 10 pounds.

• Medical:
  Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
• Dental: PPO plans with an option for no employee premium cost
• Vision: PPO plan with no employee cost
• FSA Account:
  Available for Medical and Dependent Care
• HSA Account:
  Panorama contributes $1000 annually to qualified accounts
• Commuter Benefits:
  Up to $600 per month contribution
• Long-Term & Short-Term Disability:
  At no cost to the employee
• Life and AD&D:
  At no cost to the employee and Voluntary Life is also available
• Supplemental Plans:
  Offering a Critical illness and Hospital Indemnity Plan
• Identity Theft:
  Provided at no cost for employee coverage
• EAP:
  At no cost to anyone in the household
• 401k:
  With a match of 100% up to 5% of your earnings
• PTO/FO:
  Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
• Paid Holidays: 12 paid holidays annually
• Flexible Work Options:
  Remote, hybrid and in-office possibilities
• Professional Development, licensing/accreditation, and growth plans

The pay range for this role is:

70,000 - 90,000 USD per year (Roseville Office)