Description
Position Overview
We are seeking an experienced and client-focused Commercial Lines Account Manager to manage and service a book of middle market clients. This role partners with Producers to deliver proactive, strategic service, ensure accurate policy management, and support strong client retention and growth.
Requirements
Key Responsibilities
· Serve as primary contact for middle market clients, building strong, long-term relationships
· Manage the full renewal process, including strategy, marketing, proposals, and binding
· Prepare applications, exposure data, and submission materials 120+ days in advance
· Review policies, endorsements, audits, and cancellations for accuracy and coverage
· Collaborate with carriers and underwriters to negotiate terms and resolve complex issues
· Identify coverage gaps and recommend solutions aligned with client needs
· Support Producers with client meetings and renewals
· Maintain accurate documentation and manage service timeline in a fast-paced environment
· Identify opportunities to cross-sell and round out accounts
Qualifications
· 3-5+ years of Commercial insurance experience (middle market preferred)
· Active Property & Casualty license required
· Strong knowledge of commercial insurance products, coverages, and markets.
· Experience managing complex accounts and renewal strategies
· Proficiency with an agency management system (EPIC, AMS360, or similar).
· Strong attention to detail, organization, and problem-solving skills
· Excellent communication and relationship management abilities
***This is not a remote position***
All applicants must be authorized to work in and currently reside in the United States.
NO AGENCIES OR 3RD PARTY INQUIRIES
Skills Required
- 3-5+ years of Commercial insurance experience (middle market preferred)
- Active Property & Casualty license
- Proficiency with an agency management system (EPIC, AMS360, or similar)
- Strong knowledge of commercial insurance products, coverages, and markets
- Experience managing complex accounts and renewal strategies
- Strong attention to detail, organization, and problem-solving skills
- Excellent communication and relationship management abilities
- Ability to serve as primary contact for clients and build long-term relationships
- Position is not remote (on-site required)
- Must be authorized to work in and currently reside in the United States
What We Do
Carroll Insurance Agency assists businesses and individuals in managing and protecting their assets. We help our clients navigate an ever evolving environment around all types of business and personal insurance and related risk management products and practices. For businesses we act as an integrated partner to develop the right risk management strategy. We provide business insurance, employee benefits, and other risk management products and services in a consultative approach that allows companies to make informed and effective decisions around protecting their own assets. In providing property and casualty insurance we work with numerous carriers to find the right solutions for specific needs. We also leverage strategic carrier relationships that allow us to offer improved terms, conditions and pricing that benefit our clients. Our major commercial service areas include: - Business Insurance - Health and Benefits - Bonding services - Risk management consulting For individuals we function as an advisor to help manage and protect individual physical and financial assets. Our personal risk management professionals assist with: - Personal insurance - Life and estate planning Contact Carroll Insurance Agency for any insurance or risk management questions you may have.
