Commercial Lines Account Manager

6 days ago

Meridian charter Township, United States CG Financial Services Full time

At CG Financial, our core focus is helping people achieve lifelong goals. The Commercial Lines Account Manager is a key member of our insurance team, responsible for managing a portfolio of commercial clients and ensuring their coverage needs are met with precision and care. This role involves hands-on policy servicing, renewal planning, and proactive client communication, all while maintaining strong relationships with carriers and the internal team. Success in this role requires strong organizational skills, the ability to manage multiple priorities, and a collaborative, solutions-focused approachBase salary $60,000 - $75,000 based on experienceBenefitsAnnual Base Salary Based on ExperiencePaid Time Off (PTO)Health InsuranceDental InsuranceLife InsuranceVision InsuranceMon-Fri ScheduleCareer Growth OpportunitiesDisability InsuranceRetirement PlanPaid HolidaysHealthcare Spending AccountFree CoffeeRegular company team-building events and seasonal celebrationsOpportunities to participate in community volunteering and outreach initiativesResponsibilitiesPrepare and submit insurance applications, proposals, and policy documents accurately and on scheduleManage the full renewal process: gather information, analyze coverage needs, remarket policies, and communicate changesEducate clients on audits, endorsements, and other policy procedures; provide premium allocation reports using ExcelHandle certificates of insurance, endorsements, cancellations, reinstatements, and policy changesMaintain thorough, accurate documentation in the agency management system (e.g., Applied Epic)RequirementActive Property & Casualty insurance licensePrior commercial lines insurance experience (account management or underwriting preferred)Strong understanding of key commercial coverages, including GL, WC, Property, Auto, Cyber, and Professional LiabilityProficiency with Microsoft Excel; comfortable generating premium breakdowns and working with client dataExcellent organizational and time management skills; able to prioritize and follow through in a fast-paced environment

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