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Commercial Insurance Portfolio Manager

Acquire Recruiting
Latham, NY Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/11/2025

About the Role

Acquire Recruiting is seeking a detail-oriented and client-focused Commercial Lines Account Manager to join our dynamic team. In this position, you will manage a portfolio of commercial clients, ensuring their insurance needs are met with professionalism and accuracy.

You will collaborate closely with producers, underwriters, and carriers to deliver exceptional service and quote risk solutions. As the primary point of contact for commercial clients, you will address inquiries and provide expert guidance on coverage options.

  • Process policy renewals, endorsements, certificates of insurance, and policy changes with accuracy and efficiency.
  • Conduct policy reviews to identify coverage gaps and recommend appropriate solutions.
  • Maintain organized client records in the agency management system.

Requirements

To be successful in this role, you will need:

  • A minimum of 4 years of experience in commercial lines account management or a related role in an insurance agency.
  • Strong knowledge of commercial insurance products (General Liability, Property, Workers' Compensation, Commercial Auto, etc.).
  • Proficiency in agency management system (AMS360 a plus) and Microsoft Office Suite.
  • Excellent communication and relationship-building skills.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.

What We Offer

As a valued member of our team, you can expect:

  • A competitive salary with performance-based incentives.
  • A comprehensive benefits package, including health and dental.
  • Career growth opportunities within a supportive team environment.
  • Ongoing training and professional development.

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