Commercial Lines Account Manager

Commercial Lines Account Manager Position Summary
Key Responsibilities
Client & Carrier Interaction

• Maintain strong relationships with clients, wholesalers, producers, and carriers.
• Provide consistent, accurate communication for renewals, cancellations, reinstatements, audits, coverage updates, and policy questions.
• Educate clients on coverage, limits, exclusions, claims processes, and carrier expertise.
• Work directly with underwriters and carrier representatives regarding submissions, quotes, and policy changes.

Account Management & Documentation

• Maintain TAM/agency management system files with accurate notes, documents, confirmations, and updates.
• Ensure all email and telephone interactions are recorded in client files.
• Prepare professional proposals, applications, summaries, and policy documentation.
• Handle endorsements, renewals, claims reporting, and follow-ups.
• Review carrier service reports monthly; track claims of $10,000+ and produce monthly claims reports.
• Prepare spreadsheets, reports, and renewal documentation for internal leadership when required.
• Assist clients with audits, premium finance arrangements, and billing accuracy.
• Ensure suspense items and workflow tasks are completed accurately and on schedule.

Technical & Administrative

• Proficient use of Microsoft Office (Outlook, Excel—including VLOOKUP/Pivot Tables, Word, PowerPoint).
• Utilize Excel for rating, premium tracking, proposals, and administrative reporting.
• Use agency management system tools, carrier websites, and IVANS downloads to ensure accurate policy management.
• Update voicemail and email auto-responses per company communication standards.
• Submit monthly new business and renewal business logs.

Additional Duties

• Provide coverage support to producers when necessary.
• Participate in client or prospect meetings as needed.
• Attend required training, webinars, and continuing education sessions.
• Assist with miscellaneous projects and duties assigned by management.
  

Skills, Knowledge and Expertise
Qualifications

• Minimum 5 years of commercial lines account management experience.
• Strong understanding of commercial underwriting, coverages, and rate analysis.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage a high-volume workload.
• Ability to work collaboratively in a team-oriented environment.
• Professional and polished client-facing demeanor.
• Bilingual (English/Spanish) preferred but not required.

Education & Required Experience

• College degree preferred.
• Active Property & Casualty License required.
• 5+ years of experience servicing or managing commercial P&C accounts (typically $50,000–$1,000,000 in premium).
• Experience in an independent agency environment strongly preferred.
• Experience using TAM or similar agency management systems (recent use within last 6 months preferred).
• Designations such as CIC, CPCU, or CISR are valued but not mandatory.
  

Benefits

About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.