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Commercial Lines SBU Account Manager - Hybrid

Commercial Lines SBU Account Manager - Hybrid

Summit Bridge PartnersMiddleborough, MA, US
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Hybrid Commercial Lines – Small Business Account Manager

Salary : $60,000 – $70,000

As a Small Business Account Manager for commercial lines, you are more than just an insurance agent—you are a trusted advocate, educator, and expert communicator for small business clients. Your role is to guide clients through the complexities of commercial insurance, helping them make informed decisions that protect their businesses and align with their unique needs and budget.

Small business owners are often stretched thin and rely on professionals who can translate complex insurance topics into practical, actionable solutions. In this role, you'll serve as their go-to resource—supporting coverage selection, assisting at the time of claims, and ensuring they receive outstanding value and service.

Work Arrangement

Full-time, hybrid position

  • Competitive compensation range : $60,000–$70,000 annually

Comprehensive benefits package available to employees, family members, and domestic partners

Benefits become effective on the 1st of the month following 30 days of employment

Benefits Include :

Medical, Dental, and Vision Insurance

Flexible Spending Account (FSA) & Health Savings Account (HSA)

Commuter Transit Programs

Company-paid Short-Term & Long-Term Disability

Group Term Life Insurance

Employee Assistance Program (EAP)

Paid Parental Leave

Paid Holidays

Personalized Paid Time Off (PTO)

401(k) Retirement Plan

Key Responsibilities :

Educate clients on coverage options, assist with claims-related issues, and ensure accurate and timely submission of applications to carriers

Process policy changes, transfers, and new policy creation following established procedures and workflows

Maintain thorough documentation and client records through internal systems

Collect and enter data from various sources to support client servicing

Prepare renewals and ensure the sales team has required materials for client meetings

Identify cross-sell opportunities to enhance coverage for existing clients

Qualifications :

Minimum of 2 years of industry experience

Active Property & Casualty license in Massachusetts (or ability to obtain)

Experience with EPIC agency management system preferred, but not required

Strong time management and organizational skills

Effective communicator with strong verbal and written communication abilities

Collaborative mindset with a commitment to providing exceptional service in a team environment

J-18808-Ljbffr

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Commercial Lines Account Manager • Middleborough, MA, US

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