Frederick Fox

Commercial Lines Account ManagerWe are seeking an experienced Commercial Lines Account Manager to manage and grow a portfolio of commercial insurance clients while delivering exceptional service and building strong, long-term relationships. This role will be responsible for client servicing, renewals, account rounding, cross-selling, new business support, and coordination with insurance carriers and internal teams.The ideal candidate will have strong commercial property and casualty insurance experience, excellent relationship-management skills, and a client-focused approach. Experience working with middle-market commercial accounts, agency management systems, and business development initiatives will be highly valued.Performance Objectives<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Manage and Retain a Book of Business: Provide proactive service and effectively manage a dedicated portfolio of commercial insurance accounts.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Strengthen Client Relationships: Serve as a trusted advisor and primary point of contact for clients, carriers, and other business partners.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Drive Account Growth: Identify opportunities for account rounding, cross-selling, and expanding relationships within the assigned book of business.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Support New Business: Assist with quoting, marketing, and placement of new commercial insurance opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Deliver Exceptional Service: Resolve client questions, billing concerns, claims-related service issues, and other account needs promptly and professionally.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Execute Renewal Strategies: Lead renewal preparation, marketing, negotiation, and client communication to support retention and account growth.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Maintain Accurate Records: Ensure client and policy information is accurately documented and maintained within agency management systems.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Stay Current on the Industry: Maintain knowledge of carrier programs, insurance products, regulations, compliance requirements, and market trends.</li>
</ul>Key ResponsibilitiesAccount Management &amp; Client Service<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Manage a dedicated book of commercial insurance business.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Serve as a primary point of contact for assigned clients and provide responsive, professional service.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and maintain strong relationships with clients, insurance carriers, underwriters, business partners, and internal teams.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Understand client needs and proactively identify opportunities to improve coverage and service.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Meet or exceed established customer service, retention, and account-management standards.</li>
</ul>Renewals &amp; Marketing<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead the renewal process for assigned commercial accounts from preparation through completion.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Gather and analyze underwriting information and coordinate renewal submissions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Work with carriers and underwriters to obtain competitive terms, pricing, and coverage options.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Communicate renewal recommendations and coverage changes clearly to clients.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate marketing activities and ensure renewal timelines and deliverables are met.</li>
</ul>Business Development &amp; Account Growth<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support business development efforts within targeted customer and market segments.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities for account rounding and cross-selling additional insurance products and services.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Assist with new business inquiries, quoting, proposal preparation, and account placement.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Build relationships that contribute to the growth and retention of the overall book of business.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with leadership and producers on strategic account and growth initiatives.</li>
</ul>Policy &amp; Account Servicing<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate policy changes, certificates, endorsements, applications, and other client service requests.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Troubleshoot billing, policy, and service-related issues and coordinate appropriate resolutions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Act as a liaison between clients and insurance carriers to address service and claims-related concerns.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Follow up with carriers, underwriters, and other partners to ensure timely completion of account requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain accurate documentation of client and carrier communications.</li>
</ul>Systems &amp; Reporting<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain accurate client, policy, and account information within agency management systems.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ensure documentation and account records are complete, current, and compliant with internal standards.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Utilize agency management systems and Microsoft Office applications to manage accounts and prepare reports.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prepare account and management reports as requested.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Track account activity, renewal milestones, service requests, and other important client information.</li>
</ul>Industry Knowledge &amp; Professional Development<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Stay informed about insurance regulations, compliance requirements, carrier programs, market conditions, and emerging industry trends.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Participate in continuing education, professional development programs, and industry-related training.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain all required licenses and continuing education requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborate with colleagues and contribute to a supportive, team-oriented work environment.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Participate in special projects and perform other duties as assigned.</li>
</ul>Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
2+ years of commercial insurance experience required.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
2+ years of account management or relationship management experience within the insurance industry.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Current Property &amp; Casualty (P&amp;C) insurance license required.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience managing and servicing middle-market commercial insurance clients strongly preferred.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong understanding of commercial lines insurance products, policies, renewals, and account servicing.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with agency management systems, preferably EPIC or similar platforms.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proficiency with Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong analytical, problem-solving, decision-making, and organizational skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent written and verbal communication and customer service skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to manage multiple accounts, deadlines, and priorities in a fast-paced environment.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong attention to detail and commitment to maintaining accurate client and policy records.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to build effective relationships with clients, carriers, underwriters, and internal stakeholders.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Business-to-business sales or business development experience is preferred.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Spanish proficiency is a plus.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Life &amp; Health insurance license is preferred.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Must be authorized to work in the United States.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to work a hybrid schedule, including regular in-office work, as required.</li>
</ul>

Commercial Lines Account Manager

We are seeking an experienced Commercial Lines Account Manager to
manage and grow a portfolio of commercial insurance clients while
delivering exceptional service and building strong, long-term
relationships. This role will be responsible for client
servicing, renewals, account rounding, cross-selling, new
business support, and coordination with insurance carriers and
internal teams.

The ideal candidate will have strong commercial property and
casualty insurance experience, excellent relationship-management
skills, and a client-focused approach. Experience working with
middle-market commercial accounts, agency management systems, and
business development initiatives will be highly valued.

Performance Objectives

* Manage and Retain a Book of Business: Provide proactive service
and effectively manage a dedicated portfolio of commercial
insurance accounts.
* Strengthen Client Relationships: Serve as a trusted advisor and
primary point of contact for clients, carriers, and other
business partners.
* Drive Account Growth: Identify opportunities for account
rounding, cross-selling, and expanding relationships within the
assigned book of business.
* Support New Business: Assist with quoting, marketing, and
placement of new commercial insurance opportunities.
* Deliver Exceptional Service: Resolve client questions, billing
concerns, claims-related service issues, and other account needs
promptly and professionally.
* Execute Renewal Strategies: Lead renewal preparation,
marketing, negotiation, and client communication to support
retention and account growth.
* Maintain Accurate Records: Ensure client and policy information
is accurately documented and maintained within agency management
systems.
* Stay Current on the Industry: Maintain knowledge of carrier
programs, insurance products, regulations, compliance
requirements, and market trends.
Key Responsibilities

Account Management & Client Service

* Manage a dedicated book of commercial insurance business.
* Serve as a primary point of contact for assigned clients and
provide responsive, professional service.
* Develop and maintain strong relationships with clients,
insurance carriers, underwriters, business partners, and internal
teams.
* Understand client needs and proactively identify opportunities
to improve coverage and service.
* Meet or exceed established customer service, retention, and
account-management standards.
Renewals & Marketing

* Lead the renewal process for assigned commercial accounts from
preparation through completion.
* Gather and analyze underwriting information and coordinate
renewal submissions.
* Work with carriers and underwriters to obtain competitive
terms, pricing, and coverage options.
* Communicate renewal recommendations and coverage changes
clearly to clients.
* Coordinate marketing activities and ensure renewal timelines
and deliverables are met.
Business Development & Account Growth

* Support business development efforts within targeted customer
and market segments.
* Identify opportunities for account rounding and cross-selling
additional insurance products and services.
* Assist with new business inquiries, quoting, proposal
preparation, and account placement.
* Build relationships that contribute to the growth and retention
of the overall book of business.
* Partner with leadership and producers on strategic account and
growth initiatives.
Policy & Account Servicing

* Coordinate policy changes, certificates, endorsements,
applications, and other client service requests.
* Troubleshoot billing, policy, and service-related issues and
coordinate appropriate resolutions.
* Act as a liaison between clients and insurance carriers to
address service and claims-related concerns.
* Follow up with carriers, underwriters, and other partners to
ensure timely completion of account requirements.
* Maintain accurate documentation of client and carrier
communications.
Systems & Reporting

* Maintain accurate client, policy, and account information
within agency management systems.
* Ensure documentation and account records are complete, current,
and compliant with internal standards.
* Utilize agency management systems and Microsoft Office
applications to manage accounts and prepare reports.
* Prepare account and management reports as requested.
* Track account activity, renewal milestones, service requests,
and other important client information.
Industry Knowledge & Professional Development

* Stay informed about insurance regulations, compliance
requirements, carrier programs, market conditions, and emerging
industry trends.
* Participate in continuing education, professional development
programs, and industry-related training.
* Maintain all required licenses and continuing education
requirements.
* Collaborate with colleagues and contribute to a supportive,
team-oriented work environment.
* Participate in special projects and perform other duties as
assigned.
Qualifications

* 2+ years of commercial insurance experience required.
* 2+ years of account management or relationship management
experience within the insurance industry.
* Current Property & Casualty (P&C) insurance license required.
* Experience managing and servicing middle-market commercial
insurance clients strongly preferred.
* Strong understanding of commercial lines insurance products,
policies, renewals, and account servicing.
* Experience with agency management systems, preferably EPIC or
similar platforms.
* Proficiency with Microsoft Office Suite, including Word,
Outlook, Excel, and PowerPoint.
* Strong analytical, problem-solving, decision-making, and
organizational skills.
* Excellent written and verbal communication and customer service
skills.
* Ability to manage multiple accounts, deadlines, and priorities
in a fast-paced environment.
* Strong attention to detail and commitment to maintaining
accurate client and policy records.
* Ability to build effective relationships with clients,
carriers, underwriters, and internal stakeholders.
* Business-to-business sales or business development experience
is preferred.
* Spanish proficiency is a plus.
* Life & Health insurance license is preferred.
* Must be authorized to work in the United States.
* Ability to work a hybrid schedule, including regular in-office
work, as required.

Commercial Lines Account Manager

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