Senior Commercial Lines Account Manager

Senior Commercial Lines Account Manager

The James Allen Companies Inc.

Senior Commercial Lines Account Manager

Responsibilities:

As a Senior Commercial Lines Account Manager, you’ll support Producers and Account Executives in managing a diverse commercial book of business, with a strong focus on contractors, oil & gas, and power line accounts. This role includes servicing clients, coordinating renewals, and actively marketing both new and renewal business.

  • Coordinate renewals with Producers and Account Executives.
  • Assist in marketing new and renewal business, including gathering underwriting information, preparing submission packets, and obtaining competitive quotes.
  • Prepare professional proposal and presentation packets.
  • Handle client inquiries related to coverage, claims, billing, and administrative issues.
  • Review and verify accuracy of renewal policies; generate billing invoices.
  • Process policy changes and endorsements.
  • Cross-sell additional lines of coverage when appropriate.
  • Manage expiration logs and ensure timely policy handling.
  • Approve Certificates of Insurance and ensure proper issuance.
  • Maintain accurate, up-to-date client files in AMS360.
  • Enter checks into AMS360 and provide payroll data to the payroll administrator.
  • Follow up on outstanding orders, documentation, and client communications.
  • Perform special projects and contribute to a positive and collaborative work environment.

Qualifications:

  • Minimum 5 years of experience in a similar Commercial Lines role.
  • Strong understanding of commercial underwriting, coverages, and marketing processes.
  • Prior experience working with contractors, oil & gas, or power line accounts preferred.
  • Proficiency with AMS360 required.
  • Personable, energetic, and professional demeanor with a client-first approach.
  • Excellent communication and organizational skills.
  • A self-starter who can work independently and as part of a team.
  • Strong attention to detail and the ability to manage multiple priorities.
  • CIC or CISR designation preferred or actively working toward one.
  • Max. file size: 100 MB.
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