Account Manager – Commercial Lines

Socket.dev

Franklin (TN)

Hybrid

USD 70,000 - 100,000

Full time

6 days ago
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Job summary

Socket.dev is seeking an Account Manager for Commercial Lines to serve as the primary service contact for a high-volume book of approximately 200 small commercial accounts with total premium around $2–$4 million. The role offers a hybrid work model and a path to grow into larger or more complex accounts.

You will manage renewals, endorsements, certificates, and client inquiries, ensuring accuracy and timely service while maintaining strong relationships and retention targets.

Qualifications

  • Prior Commercial Lines insurance experience.
  • Organized, process-driven professional with strong accuracy and responsiveness.

Responsibilities

  • Serve as the primary point of contact for assigned small commercial clients.
  • Manage approximately 200 commercial accounts while maintaining client relationships and retention.
  • Handle client requests, policy changes, billing questions, certificates, endorsements, audits, and other service needs.
  • Manage the renewal process from start to finish, including documentation, coverage review, proposals, and market comparisons.
  • Process endorsements, certificates, audits, and policy changes accurately within AMS360.
  • Respond to client needs promptly while meeting service level expectations and deadlines.
  • Maintain a minimum client and renewal retention target of 90%.
  • Complete service requests, endorsements, and certificates within established 24–72 hour timeframes.
  • Maintain high levels of processing accuracy and up-to-date account documentation.
  • Monitor workload and minimize overdue items in a fast-paced, high-volume environment.
  • Partner with Associate Account Managers, Team Leaders, Marketing, and carriers to solve issues and maintain workflows.
  • Communicate proactively with clients and internal partners regarding information, renewals, changes, and service issues.
  • Use AMS360 and other insurance platforms to maintain accurate account records and daily workflows.
  • Contribute to a collaborative team environment focused on responsive service and long-term client relationships.

Skills

CommercialLines insurance experience
Property & Casualty license
AMS360 experience
Customer service
Account management
multitasking

Tools

AMS360
EPIC

Job description

AccountManager–CommercialLines

Ourclientisawell-establishedinsuranceorganizationwithapproximately100employeesandacollaborative,team-orientedculture.Thecompanyprovidescommercialinsurancesolutionstobusinessesacrossavarietyofindustriesandplacesastrongemphasisonlong-termclientrelationships,responsiveservice,accuracy,andemployeedevelopment.Thisisaclose-knitenvironmentwhereteammembersknowoneanother,workcollaboratively,andtakeprideindeliveringconsistentservicetotheirclients.TheSelectAccountManagerwilljoinanestablishedcommerciallinesteamandhavetheopportunitytogrowintolargerormorecomplexaccounts,aSeniorAccountManagerposition,orafutureTeamLeadrole.Thisisahybridpositionwithastandardscheduleofapproximately8:30AM–5:00PM.

AbouttheRole

TheSelectAccountManagerwillserveastheprimaryservicecontactforahigh-volumebookofapproximately200smallcommercialaccountsrepresentingroughly$2–$4millionintotalpremium.Thebookincludescontractors,restaurants,retailbusinesses,smalloffices,localservicecompanies,smallpropertyowners,andothersmallcommercialclients.Successinthisrolerequiressomeonewhoishighlyorganized,responsive,detail-oriented,andcomfortablemanagingmultipleprioritieswhilemaintainingahighlevelofaccuracyandclientservice.

Responsibilities
  • Serveastheprimarypointofcontactforassignedsmallcommercialclients.
  • Manageapproximately200commercialaccountswhilemaintainingstrongclientrelationshipsandretention.
  • Handleclientrequests,policychanges,billingquestions,certificates,endorsements,audits,andotherserviceneeds.
  • Managetherenewalprocessfromstarttofinish,includinggatheringdocumentation,reviewingcoverage,preparingproposals,andcomparingavailablemarkets.
  • Processendorsements,certificates,audits,andpolicychangesaccuratelywithinAMS360.
  • Respondtoclientneedspromptlywhilemeetingestablishedservice-levelexpectationsanddeadlines.
  • Maintainaminimumclientandrenewalretentiontargetof90%.
  • Completeservicerequests,endorsements,andcertificateswithinestablished24–72-hourtimeframes.
  • Maintainahighlevelofprocessingaccuracyandcomplete,up-to-dateaccountdocumentation.
  • Monitorworkloadandminimizeoverdueitemsinafast-paced,high-volumeenvironment.
  • PartnerwithAssociateAccountManagers,TeamLeaders,Marketing,andinsurancecarrierstoresolveissuesandmaintainefficientworkflows.
  • Communicateproactivelywithclientsandinternalpartnersregardingoutstandinginformation,renewals,changes,andserviceissues.
  • UseAMS360andotherinsurancetechnologyplatformstomaintainaccurateaccountrecordsandmanagedailyworkflows.
  • Contributetoacollaborativeteamenvironmentfocusedonresponsiveservice,organization,andlong-termclientrelationships.
Qualifications
  • TheidealcandidatewillhavepriorCommercialLinesinsuranceexperienceandbecomfortableindependentlymanagingahigh-volumebookofsmallcommercialaccounts.
  • Thisroleisbestsuitedforanorganized,process-drivenprofessionalwhocanbalancecompetingprioritieswithoutsacrificingaccuracyorresponsiveness.
RequiredSkills
  • 2–5+yearsofCommercialLinesinsuranceexperience,withsmallcommercialexperiencestronglypreferred.
  • ActiveProperty&Casualtylicenserequired,orabilitytoobtainone.
  • Previousexperiencemanagingcommercialinsuranceaccountsfromaserviceandaccount-managementperspective.
  • ExperiencewithAMS360required;exposuretoEPICisaplus.
  • Strongunderstandingofcommercialpolicyservicing,endorsements,certificates,renewals,audits,andclientrequests.
  • Demonstratedabilitytomanageahigh-volumeworkloadwhileconsistentlymeetingdeadlines.
  • Highlyorganizedandprocess-drivenwithstrongattentiontodetail.
  • Excellentaccuracyanddocumentationskills.
  • Strongcommunicationandclient-serviceabilities.
  • Abilitytoprioritizemultipleaccountsandcompetingrequestsinafast-pacedenvironment.
  • Responsive,dependable,andcomfortableworkingaspartofacollaborativeteam.
  • Abilitytomaintainstrongclientrelationshipsandcontributetohighretentionlevels.
  • Candidates without prior commercial insurance experience will not be considered.
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