Commercial Lines Account Manager

Job Description:

• Provide professional, high-quality customer service by responding promptly to client calls, written requests, and inquiries
• Manage a renewal book of business with a focus on client retention, cross-selling, and account rounding
• Assist producers with completing applications, preparing new business and renewal quotes, and managing submissions
• Process policy transactions including renewals, endorsements, certificates, billing, audits, and rewrites
• Maintain accurate records in the Applied agency management system and follow established workflows and procedures
• Build and maintain relationships with carrier partners and team members
• Review policies, endorsements, and audits for accuracy before delivery to clients
• Market, quote, and bind coverage for new and renewal accounts, including smaller renewals independently
• Advise clients on coverages, answer policy questions, and identify opportunities to expand coverage or fill gaps
• Support claims by notifying carriers, following up on outstanding claims, and assisting with resolution
• Conduct client and carrier meetings when requested
• Maintain required continuing education, including construction-related courses

Requirements:

• Minimum 5+ years of experience in commercial lines account management
• At least 3 of the last 5 years in an account manager role
• Strong background working with contractors, including reviewing contract insurance requirements and issuing certificates
• Active Property & Casualty license in Pennsylvania and New Jersey
• Experience with non-admitted markets
• Knowledge of carrier websites and online quoting systems
• Excellent written and verbal communication skills
• Strong customer service orientation, professionalism, and ability to build relationships
• Effective time management and organizational skills with ability to balance multiple priorities
• Self-motivated, goal-oriented, and detail-focused
• Willingness to complete continuing education courses, including construction-related courses
• CRIS designation preferred

Benefits:

• Potential career paths include promotion to Account Executive, Producer, or Agency Operations Manager as roles become available.