Commercial Account Manager

Loesel-Schaaf Insurance Agency, Inc.; Erie (Erie County); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life, and Disability Insurance

Employee Assistance Program (EAP)

Flexible Spending Account (FSA)

Participation in a fully-funded retirement program

Hybrid work eligibility

Job summary

Loesel-Schaaf Insurance Agency, Inc. in Erie County is seeking a qualified Commercial Lines Account Manager. In this role, you will be the primary contact for clients, managing their insurance needs while supporting new business efforts and policy renewals.

The ideal candidate will have an active Property & Casualty Insurance License and at least 2 years of relevant experience. The position offers a competitive benefits package and eligibility for a hybrid work schedule.

Qualifications

• Must possess an active Property & Casualty Insurance License.
• Requires at least 2 years of experience in commercial or personal lines insurance.
• Strong communication skills to maintain client relationships.

Responsibilities

• Respond to client requests and provide coverage guidance.
• Assist with submissions, quoting, and policy management.
• Evaluate exposures and recommend appropriate coverage.

Skills

Strong communication and customer service skills

Attention to detail

Ability to work independently

Knowledge of commercial insurance products

Education

Active Property & Casualty Insurance License

2+ years of commercial or personal lines insurance experience

Tools

Agency management systems

Microsoft Outlook

Microsoft Excel

Carrier websites and rating platforms

Job description

Description

Apply today to join a respected, established agency where you can grow your career and be part of a supportive, long-standing team.

About the Role:

We are seeking a motivated and detail-oriented Commercial Lines Account Manager to join our team. In this role, you will serve as the primary point of contact for commercial insurance clients, managing day‑to‑day service needs while supporting policy administration, renewals, and new business efforts. This position offers eligibility for a hybrid work schedule.

Key Responsibilities:

Client Service

• Respond to client requests including policy changes, certificates, billing inquiries, ID cards, and claims reporting
• Provide coverage guidance and maintain strong client relationships
• Deliver timely, professional customer service

Account Management

• Review policies for accuracy and completeness
• Resolve discrepancies and maintain proper documentation

Marketing & New Business

• Assist with submissions and quoting
• Work with carriers to obtain proposals
• Support proposal development

Underwriting Support

• Evaluate exposures and recommend appropriate coverage
• Collaborate with carriers on underwriting decisions

Billing & Processing

• Handle billing inquiries
• Process endorsements, renewals, and policy updates

Requirements

Qualifications

Required:

• Active Property & Casualty Insurance License
• 2+ years of commercial or personal lines insurance experience
• Strong communication and customer service skills
• High attention to detail and organizational ability

Preferred:

• CISR designation (or in progress)
• Experience with commercial lines coverage and underwriting

Skills & Competencies:

• Ability to work independently and manage multiple priorities
• Working knowledge of commercial insurance products and markets
• Strong written and verbal communication skills
• Professional, self‑motivated, and team‑oriented mindset

Systems & Tools:

• Agency management systems
• Carrier websites and rating platforms
• Microsoft Outlook, Excel, and PDF tools

About Us:

Loesel‑Schaaf Insurance Agency, Inc. is an independent, multi‑line insurance agency dedicated to understanding and serving our clients’ needs. For over 100 years, we’ve delivered innovative insurance solutions while maintaining a strong commitment to integrity and service. We take pride in our long‑tenured team, with many employees staying 15, 20, and even 25+ years. Our workplace culture emphasizes teamwork, support, and a family‑like atmosphere.

Work Environment:

This is a fast‑paced, client‑focused position with a high volume of service requests. Team collaboration and cross‑training are essential to success.

Benefits Offered:

• Medical, Dental, Vision, Life, and Disability Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)
• Voluntary coverages
• Participation in a fully‑funded retirement program
• Eligibility for a hybrid schedule