Insurance Account Manager – Commercial & Personal Lines

Property & Casualty Insurance Account Manager - Commercial & Personal Lines

Location : Cincinnati, OH

Job Type : Part-Time (balance of 2025), Full-time (January 5, 2026)

Industry : Insurance / Risk Management

Position Summary :

Our insurance agency is seeking a highly experienced and client-focused Property & Casualty Insurance CSR / Account Manager to join our team, servicing both Commercial Lines and Personal Lines accounts. The ideal candidate will have at least 8 years of experience in an independent insurance agency setting and a minimum of 3 years of hands-on experience using Applied EPIC .

In this role, you will serve as the primary point of contact handling all aspects of client service, coverage consultation, policy renewals, endorsements, and marketing to carriers. You'll work collaboratively with producers, underwriters, and support staff to deliver best-in-class service to both commercial and personal lines clients.

Key Responsibilities :

Client Management

• Serve as the primary client relationship manager for assigned accounts in both personal and commercial lines.
• Respond promptly and professionally to client inquiries, service requests, and policy changes.
• Conduct annual reviews and proactively recommend coverage improvements or changes.
• Cross-sell to round out client accounts.

Policy Servicing

Applied EPIC Use

Carrier Communication & Marketing

Compliance & Documentation

This job description is not an exhaustive list of duties and responsibilities and is subject to change at the employer's discretion.

Qualifications :

Work Environment & Benefits :

We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on merit, qualifications, and business needs, without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local laws.