Commercial Lines Account Manager

Job Description:

Commercial Lines Account Manager (Hybrid)
Position Summary

We are seeking an experienced Commercial Lines Account Manager to support a portfolio of small to mid sized commercial clients
, with a focus on renewals, day to day account service, and proactive coverage support. This role is ideal for someone who enjoys being client facing, values accuracy and follow through, and wants to work in a firm that operates as true risk managers for its clients.

You will work with a manageable client load compared to large brokerage environments, allowing you to deliver thoughtful service without being buried in volume. This position will also partner with the team on Workers’ Compensation and Commercial Auto claim support and coordination
.

This is a hybrid role. After acclimation and onboarding, you will work in office two days per week
.

• Manage day to day service needs for a book of small to mid size commercial accounts.
• Lead the renewal process including exposure updates, coverage review, marketing support, preparation of proposals, and timely delivery to clients.
• Prepare and manage commercial insurance documentation including ACORD applications, certificates, endorsements, evidence of insurance, audits, and policy checking.
• Maintain accurate, organized client and policy records within Applied Systems and related workflows.
• Coordinate with carriers and internal team members to ensure smooth processing and strong client communication.
• Support the claims process, specifically assisting with Workers’ Compensation and Commercial Auto claims
  , including reporting, follow up, documentation, and helping clients understand next steps.
• Provide consultative guidance by identifying basic coverage gaps, changes in exposure, and renewal considerations, escalating complex items to senior team members as needed.
• Participate in occasional client meetings or visits when needed, using company vehicles for local travel.

• Prior experience servicing Commercial Lines accounts, ideally small to mid market.
• Working knowledge of core commercial coverages such as Property, General Liability, Workers’ Compensation, and Commercial Auto.
• Applied Systems experience and comfort working inside an agency management system for documentation, renewals, and ACORD applications.
• Strong attention to detail, follow through, and the ability to manage timelines and priorities consistently.
• Clear and professional communication skills with both clients and carrier partners.

• Experience supporting or coordinating WC and Auto claims in an agency environment.
• Comfortable working in a relationship focused, consultative service model rather than high volume transaction based servicing.
• Experience in an independent agency or similar client advisory environment.

• Compensation will be based on experience and demonstrated knowledge, with a focus on hiring the right person for the level of responsibility needed.
• Platinum level medical benefits with 100% of employee premium covered
  .
• Employer provided life insurance
  .
• Flexibility and a team environment built on trust and accountability.
• Generous PTO
  .
• Access to company vehicles for client visits when needed.
• A professional culture with no politics
  , focused on doing great work and taking care of clients.

• Hybrid schedule:
  Two days per week in office after onboarding and acclimation
  .
• Supportive, client focused team that takes pride in acting as true risk managers.