Support a diverse portfolio of general commercial accounts
Manage day-to-day service needs and deliver thoughtful coverage recommendations
Ensure clients receive the right insurance solutions for their business
Identify opportunities to broaden or enhance coverage based on client needs
Develop coverage summaries and proposal materials for new and renewal business
Prepare premium finance agreements or carrier financing arrangements when needed
Maintain consistent communication with clients, carriers, and internal teams throughout the marketing, renewal, and servicing process
Assist in cross-selling and rounding out commercial accounts where appropriate
Build and maintain strong, trust-based client relationships
Maintain accurate, complete client and policy information in agency management systems

Active Property & Casualty License required
3+ years of Commercial P&C experience, preferably handling general commercial accounts within an agency environment
Strong verbal and written communication skills
Ability to read and interpret insurance policies, coverage requirements, contractual documents, and internal workflows
Experience preparing reports, correspondence, and client-facing documents
Proficiency in Microsoft Outlook, Word, and Excel; strong keyboarding accuracy
Solid analytical and problem-solving skills, with the ability to adapt to shifting priorities
High attention to detail and accuracy
Reliable, proactive, and able to work effectively under pressure
Professional presence and service-oriented approach

Commercial Lines Account Manager

Key skills