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.

Duties / Responsibilities

• 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.

Qualifications

Physical Requirements

Commercial Lines Insurance Account Manager Benefits

The pay range for this role is :

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

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