Commercial Lines Account Manager

Commercial Lines Account Manager

Location: Daleville, Virginia

We are seeking an experienced Commercial Lines Account Manager to join a well-established, customer service-focused independent insurance agency in Daleville, Virginia. With over 60 years of experience, the agency prides itself on providing exceptional service and building lasting relationships with clients.

The ideal candidate will be a licensed insurance professional in Virginia with proven experience working in an independent insurance agency. Candidates with extensive captive agency experience may also be considered.

As a Commercial Lines Account Manager, you will build trusted client relationships and coordinate insurance services that meet each client’s needs. You will manage account activity, communicate coverage details, and support sales efforts across commercial and related insurance products.

Responsibilities

• Manage commercial insurance accounts, provide attentive customer service, and maintain regular client communication.
• Support insurance sales through account reviews, outside sales, telemarketing, and relationship building.
• Analyze client needs and assist with coverage discussions, negotiations, and policy servicing.
• Coordinate sales administration, benefits administration, and updates in the customer relationship management (CRM) system.
• Apply commercial insurance knowledge and follow applicable insurance regulations when handling property and casualty, health, and life insurance matters.
• Develop and maintain strong relationships with clients and insurance carriers.
• Provide timely and accurate responses to client inquiries and service requests.

Qualifications and Experience

• Required: Virginia insurance license.
• Minimum of five years of insurance agency experience, preferably within an independent agency representing multiple insurance carriers.
• Candidates with at least five years of captive agency experience may be considered.
• Strong knowledge of commercial lines insurance products and coverage.
• Excellent communication, customer service, analytical, and organizational skills.
• Proficiency with Microsoft Office and CRM systems.
• Ability to manage multiple accounts and prioritize client needs effectively.
• Insurance sales experience and strong relationship-building skills preferred.
• Familiarity with property and casualty insurance, health insurance, life insurance, and benefits administration is a plus.
• Negotiation, outside sales, and telemarketing experience are also valued.

Why Consider This Opportunity?

Join an established independent insurance agency with a long-standing reputation for personalized service and strong client relationships. This opportunity offers the ability to use your commercial insurance expertise while working closely with clients and supporting the continued success of the agency.