Commercial Lines Account Manager

Junior Commercial Lines Account Executive

IIndependent insurance agency seeking a Junior Commercial Lines Account Manager with excellent communications skills and a commitment to helping others.

As an Account Manager, you will assist commercial clients with day-to-day transactions, including answering coverage-related questions, taking payments, issuing Certificates of Insurance, processing endorsements, and problem-solving when necessary.

We are looking for someone who shares our commitment to integrity and values customer service. We offer an energetic, team-oriented environment. We also offer an excellent benefits package that includes a 401(k), group medical, group dental, and disability coverage.

Position Summary

The Junior Commercial Lines Account Executive supports the servicing and retention of commercial insurance accounts while developing the technical knowledge and client management skills necessary for long-term success in the insurance industry. This position works closely with senior account managers, producers, carrier partners, and clients to deliver outstanding service and ensure accounts are managed accurately and efficiently.

This role is ideal for an individual with strong organizational skills, excellent communication abilities, and a desire to build a career in commercial insurance.

Essential Duties & Responsibilities

• Assist with servicing commercial insurance accounts, including policy changes, endorsements, certificates of insurance, audits, and renewals.
• Respond promptly to client inquiries and provide exceptional customer service.
• Prepare applications, renewal submissions, and marketing materials for carrier review.
• Review policies for accuracy and identify discrepancies or coverage concerns.
• Process policy changes and maintain accurate client records within agency management systems.
• Order and issue certificates of insurance and evidence of property insurance.
• Assist with gathering underwriting information and documentation.
• Support renewal preparation and account remarketing efforts.
• Coordinate with insurance carriers regarding underwriting requests, policy issuance, billing, and claims inquiries.
• Assist clients with claims reporting and follow-up communications.
• Maintain compliance with agency procedures and documentation standards.
• Participate in training programs and continuing education to develop insurance knowledge and technical expertise.

Perform other job-related duties and responsibilities as assigned by department manager and agency principal

Qualifications

• Active Property & Casualty Insurance License
• 1–3 years of insurance, customer service, administrative, or related business experience preferred.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office applications.
• Experience with AMS360 / Vertafore insurance products.
• Professional, dependable, and client-focused mindset.

Skills & Competencies

• Customer service excellence
• Time management and prioritization
• Problem-solving and critical thinking
• Relationship building
• Attention to detail
• Team collaboration
• Professional communication

Benefits

• Competitive salary
• Hybrid work environment
• Paid time off and holidays
• Health insurance benefits
• 401(k) with company match
• Career advancement opportunities within a growing independent agency

Career Path

This position is designed as a developmental role with opportunities to advance into Commercial Lines Account Manager and Senior Commercial Lines Account Executive positions based on performance, licensing, and professional growth.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Work from home

Work Location: Hybrid remote in Independence, OH 44131