Account Manager, Commercial Insurance

Commercial Account Manager - Job Description

Position Summary

Develop, maintain, and expand client relationships through prompt, pleasant service and efficient handling of quoting, applications, claims, change requests, and client inquiries on personal lines accounts. This role is accountable for delivering high-quality client service, managing priorities effectively, ensuring accuracy in policy servicing, and supporting business growth through strong communication and cross-functional collaboration. The role is both operational and hands-on, directly executing key service and account management activities.

Key Responsibilities

Functional Leadership & Ownership

• Own day-to-day servicing of personal lines accounts, including policy lifecycle management.

• Serve as a subject matter resource for insurance products and client servicing processes.

• Partner with Advisors and internal teams to align client needs with carrier solutions.

Hands-On Execution & Delivery

• Market new business, organize underwriting data, and submit and follow up with carriers.

• Manage renewals, review coverage accuracy, and remarket accounts as needed.

• Process policy changes, proofs of insurance, and account updates in agency systems.

Reporting, Quality & Operational Support

• Ensure accuracy and completeness of client and policy data in systems.

• Maintain claim files and provide timely updates.

• Document all client interactions and actions taken.

Cross-Functional Partnership & Integration

• Collaborate with Advisors, underwriters, and claims teams.

• Support cross-selling efforts by identifying opportunities and sharing leads.

Growth, Change & Special Initiatives