Account Manager - Commercial Lines

Carroll Insurance Agency; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Carroll Insurance Agency is looking for an experienced Commercial Lines Account Manager in Houston, Texas. The role focuses on managing and servicing a book of middle market clients, ensuring strong client retention and growth. Candidates should have 3-5+ years of commercial insurance experience and an active Property & Casualty license. Responsibilities include managing renewals, preparing documentation, and negotiating with carriers. The position is in-person, requiring applicants to reside in the United States.

Qualifications

• 3-5+ years of Commercial insurance experience (middle market preferred).
• Active Property & Casualty license required.
• Strong knowledge of commercial insurance products, coverages, and markets.
• Experience managing complex accounts and renewal strategies.
• Proficiency with an agency management system.

Responsibilities

• Serve as primary contact for middle market clients, building relationships.
• Manage the full renewal process, including strategy and binding.
• Prepare applications and submission materials in advance.
• Negotiate terms and resolve complex issues with carriers.

Skills

Commercial insurance experience

Active Property & Casualty license

Knowledge of commercial insurance products

Managing complex accounts

Problem-solving skills

Tools

EPIC

AMS360

Job description

Position Overview

We are seeking an experienced and client‑focused Commercial Lines Account Manager to manage and service a book of middle market clients. This role partners with Producers to deliver proactive, strategic service, ensure accurate policy management, and support strong client retention and growth.

Job Type

Full‑time

Key Responsibilities

• Serve as primary contact for middle market clients, building strong, long‑term relationships
• Manage the full renewal process, including strategy, marketing, proposals, and binding
• Prepare applications, exposure data, and submission materials 120+ days in advance
• Review policies, endorsements, audits, and cancellations for accuracy and coverage
• Collaborate with carriers and underwriters to negotiate terms and resolve complex issues
• Identify coverage gaps and recommend solutions aligned with client needs
• Support Producers with client meetings and renewals
• Maintain accurate documentation and manage service timeline in a fast‑paced environment
• Identify opportunities to cross‑sell and round out accounts

Qualifications

• 3-5+ years of Commercial insurance experience (middle market preferred)
• Active Property & Casualty license required
• Strong knowledge of commercial insurance products, coverages, and markets.
• Experience managing complex accounts and renewal strategies
• Proficiency with an agency management system (EPIC, AMS360, or similar).
• Strong attention to detail, organization, and problem‑solving skills
• Excellent communication and relationship management abilities

This is not a remote position.

All applicants must be authorized to work in and currently reside in the United States.