Commercial Lines Account Manager

Overview

Commercial Lines Account Manager – Location : Salisbury, MD. Employment Status : Full-Time. FLSA Status : Non-Exempt. Reports to : Commercial Lines Department Manager.

Company Overview

Avery W. Hall Insurance Agency LLC is a trusted, independent insurance agency serving our community since 1925. We take pride in providing our clients with a wide range of insurance options while delivering exceptional customer service. As a valuable resource for individuals, families, and businesses, we are committed to excellence, professionalism, and building lasting relationships.

Position Summary

The Commercial Lines Account Manager plays a key role in supporting producers and clients by managing service needs and handling policy changes. This position requires strong technical expertise, attention to detail, and a customer-focused approach. The ideal candidate will ensure a high level of client satisfaction while adhering to agency quality and service standards.

Responsibilities

• Provide technical support to Producers, including analyzing client needs, coverage forms, and quotations.
• Submit applications to eligible carriers and follow up to ensure timely receipt of quotations and policies.
• Process and verify binders, certificates, policies, endorsements, and other related documents.
• Determine appropriate billing methods and issue invoices accordingly.
• Prepare insurance summaries, schedules, and proposals as needed.
• Manage policy renewals in coordination with Producers, ensuring timely processing.
• Review audits for accuracy and facilitate corrections as needed.
• Process client requests via phone, email, and mail, ensuring prompt responses and resolutions.
• Identify potential cancellations and work proactively to retain accounts.
• Follow up on cancellations, ensuring accurate processing and maintaining agency financial equity.
• Identify client exposures and recommend appropriate coverage options in collaboration with Producers.
• Prioritize and manage workflow to ensure efficiency, accuracy, and compliance with agency standards.
• Maintain strong, professional relationships with clients, colleagues, carriers, and vendors.
• Stay informed on industry trends, new products, legislation, and technology to enhance performance.
• Collaborate effectively with team members and contribute to the agency's overall success.
• Perform additional duties as assigned.

Qualifications

Benefits

Join the Avery W. Hall Insurance Agency LLC team and become part of a company that values professionalism, integrity, and exceptional service. Apply today!

Requirements

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