Commercial Lines Account Manager

About Us

Our client is a premier independent agency specializing in personal and commercial insurance solutions. We are committed to providing our clients with tailored coverage and exceptional service. Join our team and play a vital role in driving growth and building lasting client relationships.

Job Summary

We are seeking a dynamic and experienced Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts. In this role, you will serve as the primary point of contact for our commercial clients, ensuring seamless policy servicing, renewals, and client satisfaction. The ideal candidate is skilled in relationship management, has a deep understanding of commercial insurance products, and is committed to driving client growth and retention.

Key Responsibilities

Client Relationship Management:

• Manage a diverse portfolio of commercial insurance accounts, acting as the main liaison for client inquiries and policy needs.
• Cultivate and maintain strong, long-lasting client relationships through proactive communication and excellent service.
• Collaborate with producers, customer service reps, and internal teams to ensure tailored insurance solutions that meet client requirements.
• Identify and pursue opportunities to cross-sell additional coverages, such as EPLI, Cyber & Umbrella Policies.

Policy Servicing & Renewals:

• Oversee mid-term policy changes, including endorsements and adjustments in response to evolving client needs.
• Coordinate the renewal process by reviewing loss histories, negotiating premium adjustments, and confirming coverage enhancements.
• Proactively monitor policy performance to prevent potential gaps in coverage.

Operational Efficiency & Process Improvement:

• Utilize agency management systems (AMS) and CRM tools (e.g.,HawkSoft, EzLynx, Veruna) to manage client data, track policy servicing, and streamline workflows.
• Develop and implement process improvements that enhance service efficiency and accuracy.
• Ensure adherence to industry regulations and company policies in all aspects of account management.

Reporting & Strategic Insights:

• Generate regular performance reports, analyze account metrics, and identify areas for improvement.
• Collaborate with leadership to establish KPIs and service benchmarks that drive client retention and growth.
• Provide market insights and client feedback to help shape product offerings and service strategies.

Qualifications & Requirements

• Experience: 5+ years in commercial insurance account management or a related field.
• Knowledge: Strong understanding of commercial insurance products, coverage options, endorsements, and claims processes.
• Licenses: Valid P&C Insurance License (as required by state regulations).
• Skills: Proven ability in client relationship management, cross-selling, and retention strategies; excellent communication, negotiation, and problem-solving skills.
• Technical Proficiency: Experience with AMS/CRM systems (e.g., HawkSoft, Veruna, ExLynx, Applied Epic, or similar).
• Work Ethic: Ability to work both independently and collaboratively in a fast-paced environment.

• Languages: English & Korean

Compensation & Benefits

• Salary: Competitive salary commensurate with experience.
• Incentives: Performance-based bonuses.
• Benefits: Comprehensive health, dental, and vision insurance.
• Retirement: 401(k) benefits.
• Time Off: 10 Days Paid Time Off (PTO) and specified federal holidays