Frederick Fox

Job Overview The Commercial Lines Account Manager is responsible for managing a portfolio of commercial insurance accounts, supporting client relationships, coordinating renewals, and ensuring accurate and timely delivery of policy and account services. This role serves as a key point of contact for commercial clients and works closely with insurance carriers to address coverage, billing, service, and claims-related matters. The ideal candidate is customer-focused, highly organized, detail-oriented, and capable of managing multiple accounts and priorities in a fast-paced insurance environment. Key Responsibilities<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 portfolio of commercial insurance accounts, including ongoing account servicing and policy renewals.</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 commercial clients by responding to phone calls, emails, and service requests in a timely and professional manner.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Provide day-to-day client support, including answering coverage questions, processing certificate requests, and addressing billing inquiries.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prepare proposals, endorsements, policy documents, certificates, and other insurance-related documentation.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate with insurance carriers to obtain quotes, process policy changes, resolve service issues, and support client needs.</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 facilitate the resolution of claims, billing, coverage, and service-related issues.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Troubleshoot account and billing discrepancies and coordinate appropriate resolutions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Monitor account activity and follow up on outstanding items, policy changes, renewals, and carrier requests.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Accurately document client and carrier communications, account activities, and service requests.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain accurate and up-to-date client information in agency management systems and other automated platforms.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Review system records regularly to ensure the accuracy, completeness, and consistency of account data.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prepare account reports, management reports, and other documentation as requested.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain organized records of client correspondence, policy documents, transactions, and account activity.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Stay current on commercial insurance products, industry practices, regulatory requirements, and applicable procedures through continuing education and professional development.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Attend industry-related training, courses, meetings, and educational programs as required.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborate with colleagues and provide support to other team members to ensure efficient account servicing and team performance.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Assist with special projects, process improvements, and 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;">Bachelor’s degree in Business, Finance, Insurance, or a related field preferred; equivalent professional experience may be considered.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prior experience in commercial insurance, account management, customer service, or a related insurance environment 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 insurance policies, coverage, certificates, endorsements, renewals, and billing processes.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience working with insurance carriers and agency management systems.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong customer service and relationship management skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent verbal and written communication skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong organizational and time-management abilities with the capacity to manage multiple accounts and deadlines.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">High level of accuracy and attention to detail when handling policy information and client records.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong problem-solving and troubleshooting skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proficiency with Microsoft Office and insurance agency management systems.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to maintain confidentiality and handle sensitive client and policy information appropriately.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to work independently while collaborating effectively with colleagues and cross-functional teams.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Commitment to ongoing professional development and continuing education.</li>
</ul>

Job Overview

The Commercial Lines Account Manager is responsible for managing
a portfolio of commercial insurance accounts, supporting client
relationships, coordinating renewals, and ensuring accurate and
timely delivery of policy and account services. This role serves
as a key point of contact for commercial clients and works
closely with insurance carriers to address coverage, billing,
service, and claims-related matters.

The ideal candidate is customer-focused, highly organized,
detail-oriented, and capable of managing multiple accounts and
priorities in a fast-paced insurance environment.

Key Responsibilities

* Manage a portfolio of commercial insurance accounts, including
ongoing account servicing and policy renewals.
* Serve as a primary point of contact for commercial clients by
responding to phone calls, emails, and service requests in a
timely and professional manner.
* Provide day-to-day client support, including answering coverage
questions, processing certificate requests, and addressing
billing inquiries.
* Prepare proposals, endorsements, policy documents,
certificates, and other insurance-related documentation.
* Coordinate with insurance carriers to obtain quotes, process
policy changes, resolve service issues, and support client needs.
* Act as a liaison between clients and insurance carriers to
facilitate the resolution of claims, billing, coverage, and
service-related issues.
* Troubleshoot account and billing discrepancies and coordinate
appropriate resolutions.
* Monitor account activity and follow up on outstanding items,
policy changes, renewals, and carrier requests.
* Accurately document client and carrier communications, account
activities, and service requests.
* Maintain accurate and up-to-date client information in agency
management systems and other automated platforms.
* Review system records regularly to ensure the accuracy,
completeness, and consistency of account data.
* Prepare account reports, management reports, and other
documentation as requested.
* Maintain organized records of client correspondence, policy
documents, transactions, and account activity.
* Stay current on commercial insurance products, industry
practices, regulatory requirements, and applicable procedures
through continuing education and professional development.
* Attend industry-related training, courses, meetings, and
educational programs as required.
* Collaborate with colleagues and provide support to other team
members to ensure efficient account servicing and team
performance.
* Assist with special projects, process improvements, and other
duties as assigned.

Qualifications

* Bachelor’s degree in Business, Finance, Insurance, or a related
field preferred; equivalent professional experience may be
considered.
* Prior experience in commercial insurance, account management,
customer service, or a related insurance environment preferred.
* Strong understanding of commercial insurance policies,
coverage, certificates, endorsements, renewals, and billing
processes.
* Experience working with insurance carriers and agency
management systems.
* Strong customer service and relationship management skills.
* Excellent verbal and written communication skills.
* Strong organizational and time-management abilities with the
capacity to manage multiple accounts and deadlines.
* High level of accuracy and attention to detail when handling
policy information and client records.
* Strong problem-solving and troubleshooting skills.
* Proficiency with Microsoft Office and insurance agency
management systems.
* Ability to maintain confidentiality and handle sensitive client
and policy information appropriately.
* Ability to work independently while collaborating effectively
with colleagues and cross-functional teams.
* Commitment to ongoing professional development and continuing
education.

Commercial Lines Account Manager

About the role

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