Commercial Lines Portfolio Manager

2 weeks ago


Altoona, Pennsylvania, United States APR Full time
Job Overview:
The Commercial Lines Portfolio Manager plays a vital role in driving business growth and development at APR. This position is responsible for managing a diverse portfolio of commercial insurance accounts, ensuring high levels of customer satisfaction and nurturing relationships with key clients.

Key Responsibilities:
  • Oversee and manage a book of commercial lines accounts to optimize coverage and cost ratios.
  • Respond to client inquiries regarding policy and coverage promptly and professionally.
  • Conduct policy reviews, recommend coverages, and prepare proposals for renewal business and/or additional lines of coverage.
  • Collaborate with producers to market new business and negotiate renewals.
  • Maintain strong relationships with carrier representatives and underwriters.
  • Utilize agency management software and carrier online rating portals efficiently.
  • Maintain accurate and detailed client and policy information within the agency management system.
  • Stay informed about changes in the insurance industry and engage in continuous professional development to enhance technical knowledge and capabilities.

Qualifications:
  • A minimum of 5-7 years of experience in commercial lines account management or related roles in the insurance industry.
  • Property and Casualty license required.
  • Preferred designations: Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), or equivalent.
  • Proficiency in agency management software, preferably Applied (TAM or EPIC) or AMS360.
  • Strong knowledge of various types of commercial insurance policies.
  • Excellent written and verbal communication skills to effectively communicate with clients, team members, and carriers.
  • Ability to manage multiple tasks, set priorities, and meet deadlines.
  • Proficient with Microsoft Office Suite or related software for producing professional reports, spreadsheets, and presentations.

The estimated salary range for this position is $75,000-$90,000 per year, depending on location and qualifications.

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