Commercial Lines Account Manager

3 weeks ago


Needham, United States CivicMinds, Inc Full time

•Service all aspects of our clients’ insurance needs, usually in partnership with an Account Executive or Producer, from renewal preparation and marketing to policy administration

•Gather information from clients and prepare applications for submission to insurance carriers

•Prepare proposals and insurance summaries based on evaluation of client coverage needs

•Process new business, renewals, endorsements, cancellations and rewrites

• Explain insurance policies and coverages, suggest coverage enhancements, and resolve general customer inquiries

• Maintain accurate electronic client account records and adhere to agency procedures

• Nurture strong relationships with clients and insurance carrier representatives

Core Competencies:

• Exceptional aptitude for customer service

• Excellent time management skills and a sense of urgency

• Proven hands-on experience with an in-depth understanding of Commercial Lines Coverages

• Minimum of 3 years of insurance agency experience in an Account Manager or similar role required

• Currently managing a commercial book valued between $2-3+M

• Experience providing heavy supporting assistance to a book of business

• Detail oriented with strong written and verbal communication skills

• Outstanding team player and collaborator

• In-depth technical knowledge of commercial lines coverages and exposures

• Property & casualty license preferred

• Proficiency with Microsoft Office and electronic database software preferred

• Upbeat attitude and problem-solving skills; able to work on a 2-to-3-person team to provide outstanding service

Compensation and Benefits:

• Competitive compensation

• Full-time benefits package including medical, dental, life, disability, 401K, vacation and sick time

• Healthy, positive culture


Job Type: Full-time


Remote only for the EST time Zone



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