Commercial Lines Account Manager

Commercial Lines Account Manager

Commercial clients call their account manager when a renewal looks off, a certificate is holding up a contract, or a claim just came in. You're who picks up.

This role owns the day-to-day service relationship for a book of commercial lines accounts: coverage questions, billing, endorsements, claims, renewals, and remarketing. Good service is what keeps a commercial client from shopping their policy every year, so the work here protects the book and grows it through account rounding.

About the agency

An independent insurance agency with a commercial lines book, running on AMS360. The team places a high value on accuracy, fast response times, and the kind of client relationships that turn into referrals.

What you'll do

Client service and coverage. Field client questions on coverage, billing, underwriting, and claims. Turn around binders, FS-20s, and certificates quickly. Use client contact as a chance to review the whole account and spot rounding opportunities.

Quoting and proposals. Work with producers to complete applications and supplemental questionnaires, submit them to the right markets, gather and organize quotes, and build proposals.

Policy accuracy. Review new and renewal policies, endorsements, and audits for accuracy and get corrections made. Run a year-over-year premium comparison for the producer when asked. Process change requests online or in AMS360, with documentation to the insured and any other party.

Claims. Help insureds report claims, either by connecting them directly with the carrier's claims department or by completing a loss report and forwarding it with supporting documents as soon as possible. Follow up per agency procedure.

Remarketing. Remarket accounts at the producer's request. Provide remarketing quote comparison spreadsheets, and forward all required documents to the new carrier.

Documentation and tracking. Keep coverage detail and account activity current in AMS360. Track expiring policies with the AMS360 renewal list. Respond to calls and correspondence same day where you can.

Team. Join producers on client visits as needed. Take part in meetings, training, and seminars, and help train coworkers. Follow agency procedures, and handle other related duties as management assigns.

What we're looking for

• An associate's degree or higher (preferred), plus 2 years of experience managing, prioritizing, and organizing your own workload
• Strong written and verbal communication
• Comfortable managing and motivating others, and working as part of a team
• Proficiency with Microsoft Office and agency management systems, AMS360 preferred
• A Property and Casualty insurance broker's license (required)

How to apply

Lyneer Search Group is running this search. We're a specialist executive and insurance search firm and one of HuntScanlon's 2025 America's Top 250. Apply at the link on this page.