Commercial Lines Account Manager

About Our Client

Our client is a well-established independent insurance agency based out of Oxford, CT, and serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.

Role Overview

The Customer Service and Account Manager role is a position that supports our Commercial Lines Sales Producers. The ideal candidate enjoys helping clients and building lasting relationships, is able to offer creative and innovative solutions, is a strong communicator who understands how to align agency resources with client needs and values community involvement and long term client partnerships. Your key responsibilities may include:

• Manage and service a portfolio of Commercial Lines accounts, ensuring accuracy, coverage adequacy, and seamless renewals
• Partner with Producers to prepare proposals, coordinate underwriting, and support new business and renewal strategy
• Conduct proactive coverage reviews to identify gaps, cross sell opportunities, and risk management solutions
• Process endorsements, certificates, policy changes, audits, and renewals with precision and timeliness
• Maintain clear, consistent communication with clients, carriers, and internal stakeholders while documenting all activity accurately
• Deliver exceptional client service that strengthens long term relationships and supports agency growth

Requirements

• Minimum 3 years Commercial Insurance Account Management experience required
• Needs to be able to operate on Eastern Standard Time
• Strong professionalism and ethical standards
• Detail oriented and accountable
• Consistent follow through on deadlines meetings and client commitments