Commercial Lines Account Manager

Commercial Lines Account Manager

Full-Time | Monday–Friday | 8:30AM–5:00PM | On-Site/ Hybrid (more remote days depending on experience)
Location: Schaumburg, ILPay Type: Salary + Commissions (Range depending on Experience)
Benefits: Medical, Dental, Vision, Life Insurance (per company policy)
PTO/Sick Time: Per Employee Manual

Position Summary

The Commercial Lines Account Manager provides high-quality service to both new and renewal commercial insurance clients. This role serves as the day-to-day liaison between clients, producers, and carriers. Responsibilities include coverage inquiries, quoting, endorsements, policy changes, documentation within agency systems, and managing renewals proactively (typically 90 days in advance).
The Account Manager must maintain accurate client files, uphold professional standards, understand carrier appetites, manage annual goals, and ensure all documentation, correspondence, and policy forms are stored correctly. This role requires significant attention to detail, proactive communication, and the ability to handle multiple renewals, endorsements, and service requests simultaneously.

Client & Carrier Interaction

• Maintain strong relationships with clients, wholesalers, producers, and carriers.
• Provide consistent, accurate communication for renewals, cancellations, reinstatements, audits, coverage updates, and policy questions.
• Educate clients on coverage, limits, exclusions, claims processes, and carrier expertise.
• Work directly with underwriters and carrier representatives regarding submissions, quotes, and policy changes.

Account Management & Documentation

• Maintain TAM/agency management system files with accurate notes, documents, confirmations, and updates.
• Ensure all email and telephone interactions are recorded in client files.
• Prepare professional proposals, applications, summaries, and policy documentation.
• Handle endorsements, renewals, claims reporting, and follow-ups.
• Review carrier service reports monthly; track claims of $10,000+ and produce monthly claims reports.
• Prepare spreadsheets, reports, and renewal documentation for internal leadership when required.
• Assist clients with audits, premium finance arrangements, and billing accuracy.
• Ensure suspense items and workflow tasks are completed accurately and on schedule.

Technical & Administrative

• Proficient use of Microsoft Office (Outlook, Excel—including VLOOKUP/Pivot Tables, Word, PowerPoint).
• Utilize Excel for rating, premium tracking, proposals, and administrative reporting.
• Use agency management system tools, carrier websites, and IVANS downloads to ensure accurate policy management.
• Update voicemail and email auto-responses per company communication standards.
• Submit monthly new business and renewal business logs.

Additional Duties

• Provide coverage support to producers when necessary.
• Participate in client or prospect meetings as needed.
• Attend required training, webinars, and continuing education sessions.
• Assist with miscellaneous projects and duties assigned by management.
  
  
  
  

Qualifications

• Minimum 5 years of commercial lines account management experience.
• Strong understanding of commercial underwriting, coverages, and rate analysis.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage a high-volume workload.
• Ability to work collaboratively in a team-oriented environment.
• Professional and polished client-facing demeanor.
• Bilingual (English/Spanish) preferred but not required.

Education & Required Experience

• College degree preferred.
• Active Property & Casualty License required.
• 5+ years of experience servicing or managing commercial P&C accounts (typically $50,000–$1,000,000 in premium).
• Experience in an independent agency environment strongly preferred.
• Experience using TAM or similar agency management systems (recent use within last 6 months preferred).
• Designations such as CIC, CPCU, or CISR are valued but not mandatory.