Commercial Lines Specialist

4 days ago

Houston, Texas, United States Primary Services Full time $60,000 - $120,000 per year

Enjoy a workplace that values culture, growth, and long-term success. Join a client-focused team that offers industry-leading benefits, professional development opportunities, and a supportive environment where your expertise truly matters. Take pride in helping businesses protect what's most important while advancing your own career in a dynamic and rewarding field.

Primary Services is excited to announce the role of
Commercial Lines Specialist
for a respected and established client in the insurance industry. The
Commercial Lines Specialist
will oversee a diverse book of business, ensuring superior client service, retention, and account growth. This position plays a key role in managing relationships with clients, producers, and carriers while providing expert guidance on coverage, risk management, and policy placement.

Responsibilities

  • Serve as the primary point of contact for commercial clients, providing comprehensive account management and policy support.
  • Oversee and coordinate all aspects of the renewal process, ensuring accuracy, timeliness, and client satisfaction.
  • Manage client service requests, including coverage inquiries, billing issues, and claims coordination.
  • Process and maintain accurate documentation for certificates, endorsements, auto ID cards, and binders.
  • Analyze policy terms and coverages to identify potential gaps and recommend appropriate solutions.
  • Prepare and present professional insurance proposals and renewal packages.
  • Collaborate with underwriters and carriers to negotiate competitive terms and ensure optimal coverage placements.
  • Review contracts to confirm compliance with insurance requirements.
  • Identify opportunities to expand accounts through additional lines of coverage or services.
  • Maintain client records and correspondence in the agency management system in accordance with internal standards.
  • Stay informed on insurance market trends, carrier products, and regulatory changes.
  • Provide mentorship or backup support to teammates as needed.

Qualifications

  • Minimum of 5 years of experience in commercial insurance account management or client service.
  • Active Property & Casualty Producer License required.
  • High school diploma or GED required; bachelor's degree preferred.
  • Strong technical understanding of commercial Property & Casualty coverages, forms, and policies.
  • Proficiency with Microsoft Office Suite; experience with Applied Epic or similar agency management systems preferred.
  • Demonstrated experience in policy analysis, placement, and renewal negotiation.
  • Solid understanding of carrier underwriting guidelines and market practices.
  • Professional insurance designations such as CIC, CPCU, AU, or AINS preferred.
  • Bilingual in English and Spanish is a plus.

This position offers an excellent opportunity to join a reputable organization known for its strong client relationships, collaborative culture, and focus on employee growth.

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