Commercial Lines Account Manager

Posted Yesterday
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Montgomery, AL, USA
Hybrid
Mid level
Financial Services
The Role
Manage a portfolio of ~30-40 commercial insurance accounts as the clients' trusted advisor. Handle renewals, endorsements, policy updates, certificates of insurance, prepare renewal proposals, liaise with producers, underwriters and carriers, answer client questions, maintain accurate records, and identify opportunities to strengthen client relationships. No cold calling or sales quotas; focus on relationship management and exceptional service.
Summary Generated by Built In

Commercial Lines Account Manager

Commercial insurance professionals... this one's different.

If you're looking to escape the stuffy corporate environment with gray walls, endless silos, and "stay in your lane" culture... keep reading. We're partnering with an award winning commercial insurance brokerage that's built a reputation around promoting from within, investing in its people, and creating a workplace you'll actually enjoy showing up to every day.

Think polished. Think modern. Think collaborative. Think high energy. This is a team that works hard, celebrates wins together, gives back to the community, and genuinely enjoys what they do. If you're someone who loves building relationships, thrives in a fast-paced environment, and wants a long-term career with room to grow, we'd love to meet you.

What You'll Be Doing

This is NOT a sales role. Once new business is secured, the account is handed off to you, allowing you to do what you do best—build relationships and deliver an exceptional client experience. You'll manage a portfolio of approximately 30-40 commercial accounts, becoming the trusted advisor your clients rely on every day.

Your responsibilities will include:

  • Managing a book of commercial insurance clients
  • Building long-term relationships with business owners and key stakeholders
  • Reviewing renewals, endorsements, policy changes, and coverages
  • Processing certificates of insurance and policy updates
  • Partnering with producers, underwriters, and carriers
  • Preparing renewal proposals
  • Answering client questions and providing outstanding service
  • Identifying opportunities to strengthen client relationships
  • Keeping accurate documentation and account records

No cold calling.

No quotas.

No hunting for business.

Just relationship management at its best.

We're Looking For Someone Who...

  • Has 3+ years of Commercial Lines insurance experience
  • Holds an Active Property & Casualty License
  • Has experience servicing mid-market or large commercial accounts
  • Construction insurance experience is highly preferred
  • Is polished, professional, and confident communicating with clients
  • Loves building relationships and delivering exceptional service
  • Is highly organized and comfortable managing multiple priorities
  • Has grit, tenacity, and knows how to solve problems independently
  • Thrives in a collaborative, team-first environment
  • Wants to grow with a company that believes in promoting from within

The Perks

  • Hybrid schedule after onsite training
  • Career growth with a true promote-from-within culture
  • Modern, energetic office that's anything but corporate
  • Collaborative leadership that genuinely invests in your success
  • Fast-paced environment where no two days look the same
  • Team celebrations, recognition, and employee appreciation events
  • A company that believes in giving back to the community
  • Join a team of people who genuinely enjoy working together

Benefits

  • Competitive salary up to $85,000
  • Annual performance bonus
  • Christmas bonus
  • Hybrid work schedule after training
  • Medical, Dental & Vision Insurance
  • 401(k) with company match
  • Company-paid Life Insurance
  • Long-Term Disability
  • Optional Short-Term Disability
  • 6 months paid maternity leave
  • 8 paid volunteer days each year to support causes you're passionate about
  • Ongoing professional development and continuing education
  • Outstanding company culture with exceptional employee retention

Why This Opportunity?

This isn't a place where you'll feel like another number. It's a company where people build careers, leaders are developed from within, and culture is just as important as performance. They believe in empowering their employees, investing in professional growth, and creating an environment where people genuinely enjoy coming to work.

If you're looking for a relationship-focused role where you can make an impact, continue growing your career, and join an organization that's redefining what a great workplace looks like—we'd love to connect. We look forward to your application!

Skills Required

  • 3+ years of Commercial Lines insurance experience
  • Active Property & Casualty License
  • Experience servicing mid-market or large commercial accounts
  • Construction insurance experience
  • Polished, professional, confident client communication
  • Highly organized and comfortable managing multiple priorities
  • Ability to solve problems independently; grit and tenacity
  • Thrives in a collaborative, team-first environment
Am I A Good Fit?
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The Company
HQ: San Antonio, TX
106 Employees
Year Founded: 2006

What We Do

The true performance of your business shouldn’t be a mystery. TGG is a leading provider of outsourced accounting and business advisory services for small to mid-size businesses across industries. Our mission is to improve business owners’ lives through excellent financial management. As a fully scalable accounting and finance team, we work as a natural extension our client’s business, tailoring our services to fit their specific needs. We provide timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results. By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of their business. Disclaimer: Services being offered do not require a state license.

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