Commercial Lines Account Manager

Posted Yesterday
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Swansea, MA, USA
In-Office
61K-98K Annually
Entry level
Financial Services
The Role
Manage and service a book of commercial insurance accounts, including new business, renewals, endorsements, audits, certificates, cancellations, billing questions, and policy changes. Communate proactively with clients, producers, underwriters, and carriers; conduct account reviews; identify coverage gaps and cross-selling opportunities; maintain accurate records in Applied Epic; and stay current on coverage, carrier, and industry changes.
Summary Generated by Built In

BAYCOAST INSURANCE LLC

Position Title: Commercial Lines Account Manager

BayCoast Insurance LLC / Swansea, MA

(Hybrid Eligible)

Salary Range: $61,316 - $98,110

Bilingual: Spanish/Portuguese a plus but not required

BayCoast Insurance LLC is seeking a Commercial Lines Account Manager who knows commercial insurance is about more than policies – it’s about people, partnerships, and precision. If you’re detail-driven, client focused, and thrive in a fast-paced environment where your expertise actually matters, this could be your next move.

You’ll manage a dedicated book of commercial business, collaborate closely with producers and carriers, and serve as a trusted advisor to our clients-helping them protect what they’ve worked hard to build. 

WHAT YOU’LL DO

  • Manage and service an assigned book of commercial accounts with a focus on accuracy, retention, and growth
  • Prepare and process new business, renewals, endorsements, audits, certificates, and cancellations
  • Proactively communicate with clients to anticipate needs and deliver personalized service
  • Partner with producers, underwriters, and carrier reps to ensure optional coverage and pricing
  • Conduct regular account reviews, identifying coverage gaps and cross-sell opportunities
  • Handle billing questions, claims, inquiries, and policy changes with confidence and professionalism
  • Maintain clear, detailed documentation in the Agency Management System (Applied Epic)
  • Stay current on carrier guidelines, coverage trends, and industry changes
  • Support team initiatives and departmental goals as needed

WHAT WE’RE LOOKING FOR

  • Strong written and verbal communication skills (you can explain coverage without putting people to sleep)
  • Solid understanding of commercial insurance coverages, rating, and underwriting
  • Ability to juggle multiple priorities without sacrificing accuracy or service
  • Experience with agency management systems (Applied Epic strongly preferred)
  • Proficiency with Microsoft Office 
  • High level of professionalism, organization, and attention to detail
  • Massachusetts Property & Casualty license (or ability to obtain prior to hire)
  • Bilingual Spanish and/or Portuguese is a plus

WHAT WE OFFER:

  • Competitive base salary with annual performance incentives
  • Hybrid work eligibility
  • Comprehensive benefits package including:
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Pension plan fully funded by BayCoast
  • Short-and long-term disability
  • Generous paid time off, personal days, and sick time
  • Student loan paydown assistance
  • Education assistance and ongoing professional development
  • Employee Assistance Program
  • A collaborative, supportive team environment that values both professional growth and work-life balance

WHY BAYCOAST?

We’re a community-focused agency with the resources of a larger organization and the heart of a local one. We believe in doing things right, supporting one another, and taking pride in the work we do-for our clients and our community.


If you’re ready to bring your commercial lines expertise somewhere it will be recognized and appreciated, we’d love to hear from you.

 

Skills Required

  • Strong written and verbal communication skills
  • Understanding of commercial insurance coverages, rating, and underwriting
  • Ability to manage multiple priorities while maintaining accuracy and service
  • Experience with agency management systems; Applied Epic strongly preferred
  • Proficiency with Microsoft Office
  • Professionalism, organization, and attention to detail
  • Massachusetts Property and Casualty license, or ability to obtain before hire
  • Spanish and/or Portuguese bilingual ability
Am I A Good Fit?
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The Company
533 Employees
Year Founded: 1851

What We Do

BayCoast Bank is a community bank serving individuals and businesses across southeastern Massachusetts and Rhode Island. It provides personal and business banking, including deposit accounts, savings, loans, mortgage lending, and digital banking. Through its wider family of financial services, it also connects customers with investment, retirement, and insurance offerings. The bank emphasizes personalized service, local community involvement, and reinvestment in local businesses, organizations, and causes.

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