Commercial Lines Account Manager

Commercial Lines Account Manager

Liberty Insurance is an Independent Insurance Agency committed to the principles of integrity, reliability, and exceptional customer service. Our goal is to provide our clients with the highest quality of service while providing innovative and comprehensive insurance solutions.

We seek a Commercial Lines Account Manager to be responsible for all aspects of new and renewal Commercial insurance business and ensure clients receive excellent customer service. In this position, you will maintain the Agency Management System (TAMS) database with all policy information, quote and write new business, and maintain the retention of the existing book of business.

To thrive as the Commercial Lines Account Manager, you should have:

• Associate’s degree or equivalent from a two-year college or technical school; 1-3 years of related experience in commercial insurance, sales, or account management; or an equivalent combination of education and experience.
• Must hold and maintain a Property & Casualty (P&C) Agent’s License and complete required continuing education as mandated. A minimum of 1-2 years of Commercial Insurance experience is required.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with preferred experience using TAMS Policy Management System and online insurance quoting platforms.
• Strong ability to read, analyze, and interpret business documents, write professional correspondence, and effectively present information. Capable of applying mathematical concepts such as fractions, percentages, and ratios to insurance-related transactions.
• Demonstrates sound reasoning skills to navigate and resolve challenges in a standardized business setting. Ability to work independently, manage multiple priorities, and adapt to evolving industry trends and client needs.

Your responsibilities as the Commercial Lines Account Manager will include:

• Reviews daily insurance carrier reports for cancellations, endorsements, expirations, and renewals, ensuring timely processing of all transactions, memos, invoices, and documentation related to commercial policies.
• Coordinates communication with customers and mortgage companies regarding policy renewals, payments, invoices, and proof of insurance, ensuring all parties receive necessary documents and updates.
• Processes insurance payments, applies funds to accounts, posts transactions in the system, and maintains accurate bookkeeping records, including creating Sweep Sheets for accounting purposes.
• Completes quote questionnaires by researching properties, obtaining quotes from multiple carriers, and coordinating with insurers to bind and process policies according to client needs.
• Maintains organized filing systems for daily reports, expiration reports, and workflow documentation, assists with office operations such as supply orders and deposits, and ensures all policies remain in good standing through diligent monitoring.

Liberty’s Bank and Trust’s Best-in-Class Benefits and Perks: 

As you might expect, we value every member of our team. That's why we offer competitive pay and an extensive benefits package, including:

• Comprehensive Medical, Dental, Vision, and Life Insurance
• Solid Work/Life Balance, including PTO and paid holidays
• Financial wellness, including an FSA 401K and match, Educational Reimbursement, and Life Insurance
• Family assistance, including Adoption Assistance and EAP/Health and Welfare Assistance
• Growth opportunities, including Training and Development and Leadership Development
• Substantial perks, including Online Marketplace* discounts on a variety of goods and services, ERG/ Ambassador Group, and Free and reduced-rate bank services 

We do our best to ensure Liberty Insurance is an incredible place to work and build a career. We want you to learn, grow, and share in the success you help create. 

We want to hear if you are ready to take the next step in your career and make a significant impact! 

We are an equal opportunity employer, and all qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.