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.