Commercial Lines Account Manager

Commercial Lines Account ManagerPosition Overview

We are seeking an experienced and dedicated Commercial Lines Account Manager to join a client's dynamic insurance team. This insurance agency has been in business for over 75 years and is serving the Mays Landing, Egg Harbor, Vineland and South Jersey area. This full-time position offers an exceptional opportunity for a seasoned insurance professional to leverage their expertise in managing a diverse portfolio of commercial insurance accounts. The ideal candidate will serve as a trusted advisor to our clients, providing comprehensive insurance solutions while maintaining the highest standards of customer service and professional excellence.

As a Commercial Lines Account Manager, you will be the primary liaison between our agency and our valued commercial clients, ensuring their insurance needs are met with precision, expertise, and exceptional attention to detail. This role requires a thorough understanding of various commercial insurance products and the ability to navigate complex coverage scenarios while building lasting client relationships.

Key ResponsibilitiesAccount Management & Client Relations

• Manage and maintain a comprehensive portfolio of commercial insurance accounts, ensuring all client needs are addressed proactively and efficiently
• Serve as the primary point of contact for assigned commercial clients, responding promptly to inquiries, concerns, and service requests with professionalism and expertise
• Build and maintain strong, long-term relationships with clients through regular communication, policy reviews, and proactive risk management consultations
• Conduct annual policy reviews with clients to assess changing business needs, identify coverage gaps, and recommend appropriate insurance solutions
• Coordinate with clients to gather necessary information for policy renewals, new business applications, and policy modifications

Policy Administration & Documentation

• Process policy changes, endorsements, certificates of insurance, and other policy-related documentation with accuracy and attention to detail
• Review insurance policies for accuracy, ensuring all coverage terms, conditions, and endorsements align with client requirements
• Maintain comprehensive and organized client files, including all correspondence, policy documents, and account notes in accordance with agency standards
• Prepare and deliver professional proposals, coverage summaries, and policy comparisons to clients
• Monitor policy expiration dates and initiate renewal processes in a timely manner to ensure continuous coverage