Commercial Account Manager

Job Description

Commercial/Personal Lines Account Manager

Location: Cary, NC

Job Type: Full-Time

Industry: Insurance

About The Role

We are seeking a detail-oriented and client-focused Commercial/Personal Lines Account Manager to join our team. In this role, you will be responsible for managing and servicing a book of commercial insurance accounts, ensuring excellent client satisfaction, and supporting producers in growing the business. This is an excellent opportunity for an experienced insurance professional who thrives on building strong client relationships.

Key Responsibilities

• Manage and service a book of commercial accounts, ensuring client retention and satisfaction.
• Process renewals, endorsements, certificates of insurance, and policy changes efficiently and accurately.
• Advise clients on coverage options, risk management strategies, and policy details.
• Liaise with carriers to obtain quotes, negotiate coverage terms, and resolve policy-related issues.
• Maintain accurate client records in the agency management system, ensuring all documentation is up to date.
• Provide exceptional customer service by responding to client inquiries, resolving issues, and proactively managing accounts.
• Stay informed on industry trends, carrier guidelines, and market changes to better serve clients.
  
  

Qualifications

• Previous experience in commercial insurance account management.
• Active Property & Casualty insurance license.
• Strong knowledge of commercial insurance products, coverages, and underwriting guidelines.
• Excellent communication, problem-solving, and relationship-building skills.
• Ability to manage multiple accounts, prioritize tasks, and meet deadlines in a fast-paced environment.
• Experience with agency management systems (Applied Epic) is a plus.