Commercial Lines Account Manager

Posted 20 Hours Ago
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Winston-Salem, NC, USA
In-Office
Senior level
Insurance • Professional Services • Financial Services
The Role
Manage commercial insurance accounts, including policy servicing, endorsements, certificates, audits, cancellations, renewals, quoting, and client communications. Support producers and underwriters, coordinate with carriers, review policy documents, maintain accurate records, identify cross-selling opportunities, and ensure business clients receive timely, high-quality service.
Summary Generated by Built In

Job Overview:

The Commercial Lines Account Manager is responsible for delivering exceptional service to our business clients while supporting producers and underwriters with account management, policy servicing, and renewal preparation. This role involves hands-on insurance knowledge, strong communication skills, and the ability to manage multiple commercial accounts efficiently. It is a proactive and independent position.

This is an in-office position and can be based out of any of our Alliance Insurance locations: Winston Salem, Clemmons, Mount Airy, Walnut Cove, or Pilot Mountain. The Commercial Lines Account Manager will work closely with a team of licensed professionals and collaborate with a wide range of carriers in the independent agency system.

Work Environment:

  • Monday through Friday, 8:30am to 5:00pm
  • In-office position with potential for occasional travel to other nearby office locations
  • Team-oriented and client-focused environment

Benefits:

  • Annual Base Salary + Bonus Opportunities
  • Group Health Insurance: 100% company-paid for employee
    • (eligibility begins the 1st of the month after 90 days)
  • 401(k) plan with 3% safe harbor match
    • (eligibility begins the 1st of the month after 12 months)
  • Dental and Vision Insurance
  • Paid Time Off (PTO)
  • Company-paid holidays:
    • New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday
  • Group Long-Term Disability Insurance: 100% company-paid for employee
    •  (eligibility begins the 1st of the month after 12 months)
  • Weekly pay
  • Workers' Compensation
  • Career growth opportunities
  • Work-life balance
  • Ongoing training seminars
  • Team meetings and hands-on training
  • Bereavement leave
  • Jury duty leave

Required Knowledge/Skills/Abilities:

  • Knowledge of commercial lines products including property, liability, auto, and workers' compensation
  • Strong organizational and time management skills
  • Ability to build relationships with carriers and clients
  • Proficiency with Microsoft Office Suite and insurance management systems
  • Excellent verbal and written communication skills
  • High attention to detail and accuracy
  • Positive, team-oriented attitude

Education and Experience:

  • Bachelor's Degree preferred
  • Active North Carolina Property & Casualty license required
  • 5+ years of commercial insurance experience
  • Designations such as CISR, CIC, or CRM are a plus

Primary Duties/Responsibilities:

  • Manage a book of commercial lines accounts, ensuring all service needs are met
  • Process endorsements, certificates, audits, cancellations, and policy changes
  • Support producers with new business quoting and proposal preparation
  • Coordinate renewal processes, including applications, quotes, and client communications
  • Serve as a liaison between clients and carriers
  • Review policy documents for accuracy and completeness
  • Identify cross-sell opportunities and refer leads to producers
  • Maintain accurate and organized client files and documentation

Supervisory Responsibilities: No

Skills Required

  • Knowledge of commercial lines products, including property, liability, auto, and workers' compensation
  • Strong organizational and time management skills
  • Ability to build relationships with carriers and clients
  • Proficiency with Microsoft Office Suite and insurance management systems
  • Excellent verbal and written communication skills
  • High attention to detail and accuracy
  • Positive, team-oriented attitude
  • Bachelor's degree
  • Active North Carolina Property & Casualty license
  • 5+ years of commercial insurance experience
  • CISR, CIC, or CRM designation
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The Company
44 Employees
Year Founded: 2004

What We Do

Alliance Insurance Services is a locally owned, independent insurance agency headquartered in Winston-Salem, North Carolina, with additional offices in Clemmons, Walnut Cove, Pilot Mountain, and Mount Airy. Founded by Christopher Cook and Adam Pardue in 2004, the agency offers personal and commercial insurance products—including auto, home, health, life, business, long-term care, and Medicare supplement coverage—and compares policies across more than twenty carriers to find clients the best coverage at the right price.

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