Commercial Insurance Account Manager

Legacy Insurance Partners: Broome Ins., Faw Ins., Childress Ins., Thacker & Brooks Ins; Hickory (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Complete benefit package

Professional development opportunities

Job summary

Legacy Insurance Partners in Hickory, NC, is seeking a Commercial Lines Account Manager to manage a diverse portfolio of commercial insurance clients. This role involves servicing accounts and working closely with Commercial Lines Producers.

The ideal candidate should have 3–6 years of experience in commercial insurance and a strong understanding of various coverages. Our agency offers competitive salaries, benefits, and a collaborative environment.

Qualifications

• 3–6 years of commercial insurance account management or related experience preferred.
• Active Property & Casualty insurance license (or ability to obtain).
• Working knowledge of core commercial coverages including general liability, property, and commercial auto.

Responsibilities

• Manage the day-to-day servicing of an assigned book of commercial lines accounts.
• Respond to inquiries related to policies, endorsements, and billing.
• Prepare, market, and manage renewal accounts.

Skills

Commercial account management

Client service

Insurance coverage knowledge

Communication skills

Education

Associate or bachelor's degree preferred

Tools

Agency management systems

Carrier portals

Job description

Full-Time – Monday through Friday- 8:30am – 5:00pm

Competitive salary and complete benefit package

FLSA Status: Exempt

Position Summary

The Commercial Lines Account Manager is responsible for servicing and managing a diverse portfolio of commercial insurance clients, including mid-sized to large accounts across multiple industries. This role partners closely with Commercial Lines Producers to deliver high-quality client service, manage renewals, market coverage, and ensure accurate policy administration.

The ideal candidate has several years of commercial insurance experience, a solid foundation in coverage knowledge, and the ability to independently manage day-to-day servicing for a variety of accounts while escalating more complex risks or strategic decisions as appropriate. This role is a key part of the agency’s Commercial Lines team and serves as a growth path toward Senior Account Manager or Account Executive responsibilities.

Client Service & Account Management

• Manage the day-to-day servicing of an assigned book of commercial lines accounts, including small to mid-sized clients across a variety of industries.
• Serve as a primary service contact for clients, responding to inquiries related to policies, endorsements, certificates, billing, and coverage questions.
• Build and maintain strong working relationships with clients through proactive communication and dependable follow-through.
• Assist clients with claims reporting and coordinate with carriers and internal teams as needed.
• Prepare, market, and manage renewal accounts in accordance with agency workflows and timelines.
• Gather underwriting information, submit renewal applications, and negotiate with carriers for competitive terms and coverage.
• Review policies for accuracy and coverage adequacy, identifying potential gaps or concerns for producer review.
• Support producers with renewal presentations and client meetings when needed.

Policy Administration & Documentation

• Process policies, endorsements, binders, certificates of insurance, audits, cancellations, and invoices accurately and timely.
• Maintain complete, accurate, and E&O-minded documentation within the agency management system.
• Follow established standards for file hygiene, activity documentation, and task management.

Collaboration & Professional Development

• Work collaboratively with producers, senior account managers, and other team members to deliver a consistent client experience.
• Escalate complex coverage issues or large account concerns to Senior Account Managers or leadership as appropriate.
• Stay current on carrier guidelines, underwriting appetite, and commercial insurance industry changes.
• Participate in training, continuing education, and professional development activities.

Qualifications & Experience

• Active Property & Casualty insurance license (or ability to obtain within required timeframe).
• 3–6 years of commercial insurance account management or related experience preferred.
• Working knowledge of core commercial coverages, including general liability, property, commercial auto, workers’ compensation, and umbrella.
• Experience working in an agency management system and carrier portals; strong technology and automation skills.
• Strong organizational, time-management, and communication skills with the ability to manage multiple accounts and deadlines.
• Professional, client-focused demeanor with a collaborative team mindset.

Preferred Education & Designations

• Associate or bachelor’s degree preferred.
• Progress toward or completion of insurance designations (e.g., CISR, CIC, AAI, CPCU) encouraged.

This role is designed as a progression step within the Commercial Lines career path and may advance to Senior Commercial Lines Account Manager or Account Executive based on experience, performance, and business needs.

About Us

At Legacy Insurance Partners, we are dedicated to providing top-tier insurance solutions with a commitment to dependability, growth, and client satisfaction. As a mid-size insurance agency with aspirations for expansion, we empower our team to thrive in a collaborative and supportive environment.