Commercial Lines Account Manager

Job Description

Job Description-Commercial Lines Account Manager

Reports To: Commercial Lines Department Manager

Position Summary:  The Account Manager manages an assigned book of business for the commercial lines department.  This individual is an expert in the insurance industry.  This position primarily collaborates with the Department Manager, Producers and Assistant Account Manager(s) in the agency.


New Business

  • Processes new business forms
  • Reviews data on insurance documents, applications, and policies
  • Assists producers with prospect/client set up in management system


  • Identifies renewals that need marketing
  • Reviews both agency and direct bill renewals with Assistant Account Managers and Producers
  • Communicates with Producers  proactively with renewals
  • Sends out Agency bill renewals as needed
  • Manually renews Agency Bill policies in Epic as needed


  • Directs incoming requests to the Assistant Account Manager to process by forwarding emails, phone calls or setting up activity

Cancellations and Reinstatements

  • Corresponds with clients on cancellation requests
  • Handles reinstatement process when applicable

Remarketing and Rewrites

  • Identifies and handles remarketing opportunities
  • Identifies and handles mid-term rewrites


  • Handles Audits


  • Reviews and Processes insurance inspections
  • Coordinates inspection requirements with clients

Cross selling

  • Identifies opportunities to round out accounts and cross sells


  • Transacts New , Renewals, Endorsements and Cancellations when applicable
  • Sends and tracks payment invoices to clients when applicable
  • Handles Premium Finance process



Agency Management system

  • Uses computers and agency database to enter, access, and retrieve information
  • Edits, reviews and maintain records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries
  • Utilizes Epic management system for managing all assigned work
  • Sets activities on all duties that need to be completed


Client Servicing and Communication

  • Confers with customers via telephone, email, letters and in person
  • Composes business correspondence via letter and email
  • Answers all business phone calls as soon as possible, changes voice mail as needed
  • Examines documents  and all related correspondence for completeness and accuracy
  • Obtains information from customers and maintain activity records of all interactions
  • Covers emergency duties when other Commercial Account Manager  is out of the office

Other duties as assigned


Knowledge, Skills and Abilities:

Must be an assertive self –starter with effective presentation skills through both verbal and written communications

Must be able to work in a fast-paced, multi-tasking environment


Requirements:  Current P&C license with at least 2 years’ experience in the insurance industry


Work from office environment

401K 3% match

Medical/Dental/Vision 100% paid by employer

Office Culture: Family friendly, office participates in civic charities, provides quarterly fun days

Location Charleston South Carolina