Commercial Account Manager

Paylocity; Erie, Northern (Erie County, KY); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

EAP

Job summary

Loesel-Schaaf Insurance Agency, Inc. is seeking a Commercial Lines Account Manager to serve an established portfolio of commercial clients, providing responsive service and guidance.

You will manage policy changes, certificates, renewals, billing inquiries, endorsements, and referrals while reviewing policies for accuracy. The role includes risk assessment, coverage recommendations, carrier collaboration on underwriting decisions, and support for new business via submissions, quotes, and client

Qualifications

• Active Property & Casualty License is required.
• Minimum of two years in commercial or personal lines insurance.
• Strong customer service, written and verbal communication, organization, and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment while working independently and collaboratively.
• Knowledge of insurance products, carrier markets, underwriting, and coverage analysis.
• Comfort with agency management systems, carrier portals, rating platforms, Outlook/Excel, and PDF tools.
• CISR designation or progress toward one is preferred.

Responsibilities

• Serve as the primary contact for an established portfolio of commercial clients and manage policy changes, certificates, billing inquiries, endorsements, renewals and other updates.
• Review policies for accuracy, resolve discrepancies, and maintain organized, compliant records.
• Assess client risk exposures and recommend coverage solutions.
• Collaborate with carriers on underwriting decisions and support new business through submissions, quotes, proposals, and client presentations.

Skills

Active Property & Casualty License

Commercial Insurance Experience

Customer Service Skills

Communication & Organization

Attention to Detail

Independent & Collaborative Work

Coverage Analysis Knowledge

Education

CISR designation (in progress)

Tools

Agency Management Systems

Carrier Portals

Rating Platforms

Microsoft Outlook

Microsoft Excel

PDF Tools

Job description

Description

Commercial Lines Account Manager

Grow Your Career with a Stable, Respected Agency

Build your commercial insurance career with a stable, respected independent agency that has served the community for more than 100 years. You’ll manage an established book of business, develop long-term client relationships, and work alongside a supportive team known for its experience and longevity. If you’re an experienced Account Manager seeking stability, professional growth, and hybrid work schedule eligibility, we’d like to meet you.

About the Role

As a Commercial Lines Account Manager, you will be the primary point of contact for an established portfolio of commercial clients, providing responsive service and knowledgeable guidance. You will manage policy changes, certificates, billing inquiries, claims reporting, ID cards, endorsements, renewals, and other policy updates. You will also review policies for accuracy, resolve discrepancies, and maintain organized, compliant records. In addition, you will assess client risk exposures, recommend coverage solutions, collaborate with carriers on underwriting decisions, and support new business through submissions, quotes, proposals, and client presentations.

Salary range

$50,000–$100,000 annually, based on relevant experience, qualifications, and demonstrated insurance expertise.

Why You’ll Love This Role

• Hybrid work schedule eligibility
• Established book of business—no cold prospecting
• Supportive, collaborative team environment
• Long-tenured staff (many 15–25+ years)
• Growth and professional development opportunities

Requirements

What You’ll Bring:

• Required: Active Property & Casualty Insurance License
• Required: At least two years of commercial or personal lines insurance experience
• Strong customer service, written and verbal communication, organization, and attention to detail
• Ability to manage multiple priorities in a fast-paced environment while working independently and collaboratively
• Working knowledge of insurance products, carrier markets, underwriting, and coverage analysis
• Comfort using agency management systems, carrier portals, rating platforms, Microsoft Outlook and Excel, and PDF tools
• Preferred: Commercial lines experience and a CISR designation or progress toward one

Benefits & Perks:

• Medical, Dental, Vision, Life, and Disability Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)
• Voluntary benefits
• Fully funded retirement program
• Hybrid work schedule eligibility

About Us:

Loesel-Schaaf Insurance Agency, Inc. has served individuals and businesses for more than a century through knowledgeable advice, personalized service, and lasting client relationships. Our collaborative culture, low employee turnover, and commitment to professional development provide an environment where insurance professionals can build long-term careers.