Commercial Lines Lead Account Manager

Lead Account Manager | Commercial Lines

THE OBJECTIVE : Act as the firm's premier client advocate, operating with a high degree of autonomy to ensure the flawless servicing and coordination of assigned commercial accounts. This role is instrumental in supporting Production staff and maintaining the highest standard of client experience.

Key Requirements :

Experience : Minimum of five years of agency customer service experience within the commercial sector.

Licensure : Active Property & Casualty License is required.

Knowledge Base :

Thorough command of Commercial Lines Property & Casualty coverages.

Familiarity with carrier underwriting rules and operational guidelines.

Education : A Bachelor's Degree is preferred, or demonstrable equivalent experience in the industry.

Professional Traits : Superior written and verbal communication, an acute sense of urgency, and meticulous attention to detail.

Ethics : Must embody the firm's core values and adhere to a strict code of ethics.

Organizational Mastery : Exceptional organizational skills are essential for managing a complex book of business.

Core Responsibilities :

Service Excellence : Deliver the highest level of customer service in servicing, supporting, and coordinating client accounts, which may occasionally require outside service visits.

File Integrity : Responsible for maintaining accurate, consistent client files and ensuring all documentation and communication adhere to company workflows and procedures.

System Adherence : Maintain a high degree of accuracy in the agency management and document management systems, strictly following defined system workflows (e.g., Epic procedures).

Client Communication : Respond promptly to all client inquiries, requests for information, and general insurance questions, meticulously documenting communications and issue resolutions.

Coverage Oversight : Handle the full spectrum of Commercial Lines servicing. Proactively monitor policy expirations to prevent any lapse in coverage.

Policy Fulfillment : Order, issue, and verify the accuracy of binders, certificates, endorsements, and policies, delivering them to the client with appropriate correspondence.

Issue Resolution : Take ownership of resolving coverage and premium discrepancy issues with carriers.

Team Support : Responsible for the effective servicing of the assigned book, including delegation of tasks to team members, and supporting Producers and Account Executives as needed.

How to Apply : Apply directly or send your resume to the email address listed below. I look forward to hearing from you and discussing your career aspirations! This call is 100% CONFIDENTIAL.

Brandon Womack

g pac

Search Consultant - Insurance Division  (605) 800-4384 brandon.womack@gogpac.com

Insurance Agency Owners or Hiring Authorities : If your team needs any position filled, we can also assist in presenting qualified talent. Please reach out for a consultation today!

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.