Commercial Lines Account Manager

Job Roles and Responsibilities:

• Manage all aspects of a diverse commercial lines book of business.

• Handle daily communications among clients, producers, insurance carriers, and other stakeholders.

• Respond to client inquiries regarding insurance coverage, policies, and insurance programs.

• Maintain accurate and current client and policy information in Applied EPIC.

• Process insurance applications, endorsements, binders, quotes, and comparative rating activities.

• Market and submit accounts to multiple insurance carriers to obtain appropriate coverage and competitive quotes.

• Manage policy changes, billing-related matters, and day-to-day account servicing.

• Support client retention and identify opportunities to round out existing accounts and quote new business.

• Assist with claims reporting and follow up with carriers and clients as needed.

• Maintain organized, accurate, and current electronic documentation.

• Prioritize a high-volume workload while meeting client service expectations and deadlines.

Qualifications and Certifications:

• Current Property and Casualty (P&C) insurance license required.

• Minimum of 5 years of commercial lines Property and Casualty insurance experience.

• Minimum of 2 years of hands-on experience using Applied EPIC.

• Excellent working knowledge of commercial lines insurance coverage and servicing.

• Strong understanding of insurance marketing processes and online quoting systems across multiple carriers.

• Working knowledge of the Excess and Surplus (E&S) insurance market.

• Proficiency with Microsoft Office applications, including Excel, Teams, and PDF tools.

• Familiarity with Google Earth and electronic document-sharing platforms.

• Ability to work effectively in a paperless, technology-driven environment.

• Strong verbal and written communication skills.

• Excellent time management, organization, prioritization, and critical-thinking abilities.

• Ability to manage a fast-paced, high-volume workload in a team environment.

• Positive attitude, adaptability to changing procedures and technology, and ability to work with minimal supervision.

Benefits:

• Hybrid work schedule

• Paid time off

• Holiday pay

• Health insurance

• 401(k) retirement plan

Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.