Commercial Insurance Account Manager

The Jonus Group; Brewer (ME); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Performance-based bonuses

Profit-sharing eligibility

Comprehensive employee benefits

Job summary

The Jonus Group seeks a dedicated Commercial Lines Account Manager to service a portfolio of commercial insurance accounts, ensuring client satisfaction and retention. You will handle policy changes, renewals, endorsements, and inquiries while building strong relationships with clients and carriers to deliver tailored coverage solutions.

Ideal candidates bring Commercial Lines experience, a valid P&C license, and proficiency with agency management software; EPIC experience is a plus.

Qualifications

• Active P&C license required.
• Experience in Commercial Lines or account management preferred.
• Familiar with commercial products, policy servicing, and renewal processes beneficial.
• Applied EPIC experience a plus.
• Proficiency in agency management software and standard business applications.
• Strong attention to detail and ability to maintain accurate client records.

Responsibilities

• Manage and service an assigned portfolio of Commercial Lines insurance accounts, ensuring exceptional client satisfaction and retention.
• Provide comprehensive account servicing, including policy changes, endorsements, renewals, and general client inquiries.
• Assess client insurance needs and recommend appropriate coverage options and solutions.
• Build and maintain strong relationships with clients, carrier representatives, and internal teams.
• Collaborate with colleagues to ensure accurate policy administration and timely resolution of client requests.
• Utilize Applied EPIC to maintain client records, process transactions, and streamline account management workflows.
• Review policy documentation for accuracy and ensure compliance with agency procedures and regulations.
• Identify opportunities for account growth and new business development.
• Stay informed on insurance industry trends, coverage updates, and regulatory changes to provide knowledgeable client guidance.
• Maintain accurate and organized account documentation while meeting established service standards.

Skills

P&C license

Commercial Lines experience

Agency management software

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Time management

Problem-solving

Independent work

Tools

Applied EPIC

Agency management software

Job description

Job Summary

Seeking a dedicated and customer-focused Commercial Lines Account Manager to join an established insurance agency. This position involves managing and servicing a portfolio of commercial insurance accounts, providing personalized coverage solutions, and ensuring exceptional client satisfaction and retention.

The ideal candidate will possess strong communication and organizational skills, a customer-first mindset, and the ability to thrive in a collaborative, team-oriented environment. This opportunity offers professional development, access to a broad range of insurance markets, and opportunities for performance-based incentives.

Responsibilities

• Manage and service an assigned portfolio of Commercial Lines insurance accounts, ensuring exceptional client satisfaction and retention.
• Provide comprehensive account servicing, including policy changes, endorsements, renewals, and general client inquiries.
• Assess client insurance needs and recommend appropriate coverage options and solutions.
• Build and maintain strong relationships with clients, carrier representatives, and internal teams.
• Collaborate with colleagues to ensure accurate policy administration and timely resolution of client requests.
• Utilize Applied EPIC to maintain client records, process transactions, and streamline account management workflows.
• Review policy documentation for accuracy and ensure compliance with agency procedures and industry regulations.
• Identify opportunities for account growth and new business development.
• Stay informed on insurance industry trends, coverage updates, and regulatory changes to provide knowledgeable client guidance.
• Maintain accurate and organized account documentation while meeting established service standards.

Qualifications/Requirements

• Licensing:
  • Holds an active P&C (Property and Casualty) insurance license.
• Experience:
  • Previous experience in Commercial Lines insurance or account management is preferred.
  • Familiarity with commercial insurance products, policy servicing, and renewal processes is beneficial.
  • Experience with Applied EPIC is a plus.
• Technical Skills:
  • Proficiency in agency management software and standard business applications.
  • Strong attention to detail and ability to maintain accurate client records.
• Professional Skills:
  • Excellent verbal and written communication skills.
  • Strong interpersonal and relationship-building abilities.
  • Exceptional organizational and time management skills.
  • Ability to prioritize multiple responsibilities and meet deadlines.
  • Customer-focused approach with strong problem-solving skills.
  • Ability to work independently and collaboratively in a team environment.
  • Proactive attitude and commitment to delivering high-quality client service.

Compensation Package

• Salary Range: $45,000 – $55,000 annually, depending on experience and qualifications.
• Incentives: Performance-based bonuses for new business opportunities and profit-sharing eligibility.
• Benefits: Comprehensive employee benefits package.
• Professional Development: Opportunities for continuing education, licensing support, and career growth.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.