Commercial Lines Account Manager, Team Leader (Hybrid)

About Promark, A Division of Patriot Growth Insurance Services: At Promark, we understand the important role insurance plays in providing clients and their businesses with financial security and peace of mind. Our state of the art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our first priority. Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 50 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients. Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management. We are proud to be a division of Patriot Growth Insurance Services.

Position Overview: We are seeking a detail-oriented and client-focused Commercial Lines Account Manager, Team Leader to manage and retain a portfolio of commercial insurance accounts while delivering exceptional service and support. This role is responsible for overseeing client relationships, supporting renewals and remarketing efforts, managing policy servicing activities, and collaborating with Producers to ensure clients receive appropriate coverage solutions. The ideal candidate is proactive, highly organized, and experienced in servicing middle and large market commercial accounts within a fast-paced insurance environment. This position plays a key role in supporting client retention, account growth, and overall service excellence.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Williamsville, NY.

Professional Responsibilities:

• Deliver responsive, high-quality service while building and maintaining strong relationships with clients, Producers, carrier partners, and internal team members.
• Proactively service commercial accounts by addressing client concerns, responding to requests, and providing consultative support in a professional and timely manner.
• Pre-qualify new business opportunities in accordance with agency guidelines.
• Process policy servicing activities including new business, endorsements, cancellations, registry transactions, binders, certificates, policies, and related documentation.
• Support renewal and remarketing processes by evaluating exposures, coordinating with clients and Producers, and ensuring appropriate carrier placement and coverage recommendations.
• Educate clients on insurance coverages, exclusions, exposures, and audit procedures while maintaining thorough documentation within agency systems.
• Provide technical support to Producers related to coverage analysis, renewal proposals, suspense items, and account servicing needs.
• Complete the application and submission process, including preparing proposals and applications, obtaining signatures, submitting documentation to insureds and carriers, and ensuring timely follow-up.
• Review interim audit reports for accuracy and assist clients through audit-related processes.
• Respond to incoming and outgoing client, carrier, and internal communications professionally, accurately, and within expected timelines.
• Maintain accurate and consistent documentation within agency systems and electronic files in accordance with agency standards.
• Take first reports of loss, coordinate carrier reporting, assign adjusters when appropriate, and document claim-related activity for internal claims handling teams.
• Identify cross-selling opportunities and refer clients to other departments when appropriate.
• Address complex or escalated client situations with a consultative approach while collaborating with internal stakeholders to support timely resolution.
• Collaborate with internal teams to support operational efficiency, retention goals, and an exceptional client experience.

Qualifications and Requirements:

• Active Property & Casualty insurance license required.
• Minimum of 7 years of Commercial Lines insurance experience required.
• Previous leadership, supervisory, mentoring, or team development experience required.
• Strong knowledge of commercial insurance coverages, including property, casualty, workers' compensation, umbrella, professional liability, and related lines of coverage.
• Knowledge of risk management principles and experience supporting complex commercial accounts.
• Demonstrated ability to identify coverage gaps and provide strategic risk management recommendations to clients.
• Experience working with agency management systems, carrier portals, and commercial insurance technology platforms.
• Insurance designations such as CIC, CPCU, ARM, CRM, or similar professional certifications preferred.
• Exceptional communication, relationship-building, and client ser…