Commercial Lines Account Manager

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.

Essential Duties & 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 & Skills

• Experience in commercial insurance account management is preferred.
• Strong knowledge of insurance products, coverages, and industry regulations.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency in insurance management software and Microsoft Office Suite.
• Strong attention to detail and problem-solving abilities.

Benefits

• 401(k) with employer matching
• Health, dental, and vision insurance
• Disability insurance
• Flexible schedule options
• Paid time off
• Bonus opportunities

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

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• Insurance experience: minimum of 4 years actively working in insurance. Commercial lines experience preferred.
• Property, Casualty Agents License minimum 4 years.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication and interpret abstract information.
• Knowledge of insurance products and usage.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong communication, organization, time management, and technical skills.
• Self-motivated with initiative and thoughtfulness.
• Capacity to balance multiple tasks and meet deadlines.
• Ability to use technology relevant to the company.
• Ability to multi-task and be able to resolve problems.
• Commitment to ongoing professional development through industry-sponsored educational programs.