About the Role

We’re looking for a skilled Commercial Lines Account Manager to support a portfolio of mid-market to larger commercial clients. This role is responsible for managing day-to-day service needs, leading the renewal process, and ensuring policies and documentation are accurate and delivered on time. You’ll work closely with Producers/Account Executives, carriers, and internal partners to provide a smooth, high-touch client experience.

This is a great opportunity for someone who enjoys handling complex accounts, staying organized in a fast-paced environment, and being a trusted resource for both clients and internal teams.

What You’ll Do

• Manage service and support for a book of mid-to-large market commercial accounts, including ongoing client requests and policy maintenance.
• Coordinate renewals from start to finish gathering underwriting information, preparing submissions, reviewing quotes, and supporting proposal delivery.
• Process endorsements, policy changes, cancellations, reinstatements, audits, and other account transactions accurately and efficiently.
• Issue certificates of insurance, auto ID cards, evidence of property, and related documents within expected turnaround times.
• Review policies and endorsements for accuracy, identify discrepancies, and resolve issues with carriers or internal teams.
• Communicate clearly with clients regarding coverage questions, required documents, timelines, and renewal strategy.
• Maintain strong relationships with carrier partners and assist with marketing accounts when needed.
• Partner with Producers/Account Executives to support account strategy, retention, and cross-sell opportunities.
• Keep detailed documentation and activity notes in Applied Epic (preferred) or a similar Agency Management System (AMS).
• Ensure compliance with internal procedures, carrier guidelines, and regulatory requirements.

What We’re Looking For

• 3+ years of experience in Commercial Lines Account Management (or similar client service role).
• Experience supporting mid-market and larger commercial clients, including more complex coverages and multi-line accounts.
• Strong understanding of commercial lines products such as:
• Commercial Property
• General Liability
• Commercial Auto
• Umbrella/Excess
• Workers’ Compensation
• Construction-related coverages (preferred)
• Professional/Management Liability (nice to have)
• Experience working in Applied Epic (preferred) or another AMS such as AMS360, Vertafore, HawkSoft, or equivalent.
• Strong attention to detail and ability to manage multiple deadlines without sacrificing accuracy.
• Excellent communication skills and a professional, service-first approach.
• Ability to work independently while collaborating closely with a team.

Preferred Qualifications (Nice-to-Haves)

• Experience with complex renewals, large schedules, layered programs, or specialty markets
• Familiarity with industries such as [construction, manufacturing, healthcare, hospitality, transportation, real estate]
• Insurance designations such as CIC, CRM, CPCU (or actively pursuing)
• Strong working knowledge of policy forms, endorsements, and coverage analysis

Why Join?

• Competitive compensation + bonus potential
• Comprehensive benefits (medical/dental/vision)
• 401(k) with match
• PTO + paid holidays
• Hybrid/remote flexibility (where applicable)
• Training and support for professional development
• Collaborative team environment with long-term growth opportunities