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Commercial Lines Account Manager

Commercial Lines Account Manager

Summit Bridge PartnersQuincy, MA, US
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Our client is seeking an Account Manager to join their growing commercial lines team. In this role, you'll collaborate closely with Producers to service accounts for a diverse portfolio of commercial clients. This well-established, family-run agency values collaboration, innovation, and professional growth, and they're looking for someone who shares that mindset.

Here's what sets the agency apart :

  • Family-Owned and Operated : As they expand through growth and acquisition of other agencies, they remain proudly independent with no plans to sell to a large, national brokerage.
  • Team-Oriented Atmosphere : This experienced team values mutual support and collaboration.
  • Career Growth is Encouraged : You'll be supported in pursuing continuing education, licensing, and advanced industry training.
  • Evolving Culture : Ideas and input from employees are welcomed to help build and sustain an environment where everyone feels valued.

Key responsibilities include :

  • Manage a generalist book of select to mid market commercial insurance clients, ensuring retention and growth.
  • Provide expert advice on commercial policies, including property, liability, workers' compensation, and more.
  • Conduct policy reviews, recommend coverage options, and handle renewals and endorsements.
  • Resolve complex client issues and claims efficiently.
  • Actively pursue new business opportunities and cross-sell additional products to existing clients.
  • Build and maintain strong relationships with clients and underwriters.
  • Stay informed on market trends, carrier appetites, and regulatory updates
  • Qualifications :

  • 3+ years of experience in commercial lines account management.
  • Proven success in managing and growing client accounts.
  • Strong knowledge of commercial insurance products and services.
  • Excellent communication, negotiation, and problem-solving skills.
  • Ability to work independently in a hybrid environment.
  • Active Property & Casualty insurance license
  • In-depth understanding of commercial property, casualty, and specialty lines
  • Proactive, organized, and able to manage multiple timelines effectively
  • Must have a collaborative mentality
  • Experience with EPIC is desirable, TAM is helpful
  • Compensation and Benefits :

  • Competitive base salary based on experience
  • Performance-based bonuses
  • Comprehensive benefits package including health, dental, and retirement
  • Ongoing professional development and training
  • Hybrid work schedule
  • Collaborative, supportive work culture where your expertise is valued
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    Commercial Lines Account Manager • Quincy, MA, US

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