Commercial Lines Account Manager

About CG Insurance

CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management guidance tailored to each client's unique business needs. Our team thrives on collaboration, professional excellence, and a service-first mindset.

Position Overview

The Commercial Lines Account Manager is a key member of our insurance team, responsible for managing a portfolio of commercial clients and ensuring their coverage needs are met with precision and care. This role involves hands-on policy servicing, renewal planning, and proactive client communication, all while maintaining strong carrier and internal team relationships. Success in this role requires strong organizational skills, the ability to manage multiple priorities, and a collaborative, solutions-focused approach.

Key Responsibilities

• Collaborate with producers to design, implement, and maintain commercial insurance programs tailored to each client
• Serve as the main point of contact for clients, addressing policy questions, service requests, and coverage guidance
• Stay current on carrier appetite, industry changes, and regulations that may impact client programs
• Prepare and submit insurance applications, proposals, and policy documents accurately and on schedule
• Coordinate marketing efforts and negotiate terms with carriers to secure the best options for clients
• Manage the full renewal process : gather information, analyze coverage needs, remarket policies, and communicate changes
• Educate clients on audits, endorsements, and other policy procedures; provide premium allocation reports using Excel
• Handle certificates of insurance, endorsements, cancellations, reinstatements, and policy changes
• Maintain thorough, accurate documentation in the agency management system (e.g., Applied Epic)
• Balance multiple client priorities, internal deadlines, and carrier requirements efficiently
• Contribute to a positive, high-performing team culture by supporting teammates, sharing knowledge, and embracing continuous improvement

Our Core Values

Why Join CG Insurance

Required Qualifications

Preferred Qualifications

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