Commercial Lines Account Manager

3 weeks ago


Beaver Dam WI, United States Richards Insurance Full time

About Us: At Richards Insurance, were more than just an insurance agency were insurance advisors dedicated to protecting what matters most to our clients. Were looking for a knowledgeable and detail-orientedCommercial Lines Account Manager/Account Executiveto join our growing team.
The Commercial Lines position provides exceptional service and support to our business clients. This role is responsible for managing daily service requests, maintaining policy accuracy, assisting with renewals, and ensuring that every client interaction reflects our commitment to excellence. The position offers the flexibility to workin our office or in a hybrid arrangementafter training and performance milestones are met.
Serve as the primary point of contact for commercial clients, handling policy changes, certificates, billing questions, and general inquiries.
Process endorsements, binders, renewals, cancellations, and other policy documentation accurately and in a timely manner.
Communicate with insurance carriers regarding coverage, rating, and policy updates.
Maintain thorough, organized client files in the agency management system.
Support producers in developing and retaining business through proactive service and relationship management.
Contribute to a positive team environment and support agency growth initiatives.
Minimum of 2 years of commercial insurance experience in a customer service or account management role (agency experience required).
Strong knowledge of commercial lines products, coverages, and underwriting guidelines.
Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar) and Microsoft Office Suite.
Flexible hybrid work option (after training period)
Paid time off and holidays
Job Type: Full-time

Dental insurance
~ Health insurance
~ Work Location: Hybrid remote in Beaver Dam, WI 53916



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