Commercial Lines Manager

Job Description

We are seeking a Commercial / Business Insurance Account Manager to join our team. This role is responsible for assisting clients in identifying their insurance needs, recommending coverage solutions that provide the best value, and maintaining strong relationships over time. The position involves proactive sales and service, including cross-selling to enhance client engagement. Schedule : Monday-Thursday 8 : 00 AM-4 : 30 PM; Friday 8 : 00 AM-4 : 00 PM

Why Join Us? We are a family-owned insurance agency that values integrity, relationships, and service excellence. Our team is close-knit, supportive, and passionate about helping clients protect what matters most. We believe in investing in our people through education, work-life balance, and a positive, inclusive culture. You'll have the opportunity to grow professionally while working in a respectful and collaborative environment that truly cares about your well-being.

How you will contribute

• Educate clients on policy coverage, changes, exclusions, and insurance needs
• Evaluate prospective clients and qualify them according to company standards
• Prepare and submit applications to carriers; create proposals and summaries; coordinate with producers
• Review policies and related documentation for accuracy and compliance
• Manage service requests including coverage changes, certificates, binders, and endorsements
• Conduct regular account reviews and manage renewal processes
• Actively pursue referrals and leverage internal systems to generate new business
• Cross-sell additional insurance solutions and refer to internal teams when appropriate
• Monitor non-renewals and cancellations to retain clients where possible
• Stay up to date on industry trends, coverage options, regulations, and system enhancements
• Demonstrate proficiency in agency systems and processes to support efficient client service

What we need from you

Knowledge & Skills :

Education & Experience :

Benefits Highlights :

Equal Opportunity Employer Statement We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.