Commercial Lines Account Manager

BroadStreet Partners; Augusta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance coverage

Short-term and long-term disability

Job summary

BroadStreet Partners is seeking an experienced Commercial Lines Account Manager to join our growing team. This role manages the full lifecycle of commercial insurance accounts, partnering with Producers to deliver strategic risk management and exceptional client service.

The ideal candidate is relationship-driven and thrives in a fast-paced agency environment, contributing to client retention, account growth, and timely servicing of policies while building trusted relationships with clients,

Qualifications

• Active Property & Casualty (P&C) license required.
• 1
• Minimum four years of Commercial Lines insurance or account management experience.
• Experience with Applied Epic or a similar agency management system required.
• Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams.
• Strong communication, relationship-building, and customer service skills.
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and commitment to accuracy.
• Self-motivated with the ability to work independently while collaborating with Producers, carrier partners, and internal teams.

Responsibilities

• Manage the full lifecycle of Commercial Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing servicing.
• Partner with Producers to develop renewal strategies and identify opportunities to grow accounts.
• Serve as the primary client contact, addressing coverage, policy, and billing inquiries.
• Prepare applications and market new and renewal business to carrier partners.
• Review carrier proposals and policy documents for accuracy and coverage recommendations.
• Process endorsements, renewals, cancellations, premium audits, and policy changes.
• Coordinate policy binding, billing inquiries, and non-renewal activities.
• Collect loss information, order loss runs, and maintain client records.
• Maintain organized electronic files within Applied Epic and other AM systems.
• Build strong relationships with carrier underwriters and partners to support retention.

Skills

Client service

Relationship-building

Time management

Attention to detail

Communication

Independent work

Education

Property & Casualty license

Tools

Applied Epic

Microsoft Office 365

Outlook

Word

Excel

Teams

Job description

BroadStreet Partners is seeking an experienced Commercial Lines Account Manager to join our growing team. This role is responsible for managing the full lifecycle of commercial insurance accounts, partnering with Producers to deliver strategic risk management solutions and exceptional client service.

The ideal candidate is a relationship-driven insurance professional who thrives in a fast-paced agency environment. This role plays a key part in client retention, account growth, and ensuring the timely and accurate servicing of commercial insurance policies while building trusted relationships with clients, carrier partners, and internal teams.

What You’ll Do

• Manage the full lifecycle of Commercial Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing.
• Partner with Producers to develop renewal strategies, prepare for client meetings, and identify opportunities to strengthen client relationships and expand coverage.
• Serve as the primary point of contact for clients, providing responsive, consultative service and resolving coverage, policy, and billing inquiries.
• Prepare applications and market new and renewal business to insurance carrier partners.
• Review carrier proposals and policy documents to ensure accuracy, completeness, and appropriate coverage recommendations.
• Process policy endorsements, renewals, cancellations, premium audits, and policy changes while maintaining compliance with agency and carrier guidelines.
• Coordinate policy binding, billing inquiries, premium audits, and non-renewal activities.
• Collect loss information, order loss runs, and maintain accurate client records and documentation.
• Maintain complete and organized electronic files within Applied Epic and other agency management systems.
• Build strong working relationships with carrier underwriters and business partners to support successful account management and client retention.
• Deliver exceptional client service while ensuring all transactions are completed accurately, efficiently, and on time.

Requirements

What We’re Looking For

• Active Property & Casualty (P&C) insurance license required.
• Minimum of four years of Commercial Lines insurance or account management experience.
• Experience with Applied Epic or a similar agency management system required.
• Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams.
• Strong knowledge of Commercial Lines insurance products, policy servicing, and carrier underwriting practices.
• Excellent communication, relationship-building, and customer service skills.
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and commitment to accuracy.
• Self-motivated with the ability to work independently while collaborating effectively with Producers, carrier partners, and internal teams.
• Professional, solutions-oriented mindset with a commitment to delivering exceptional client experiences.
• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance coverage
• Short-term and long-term disability coverage
• Accident and critical illness insurance options
• Generous Paid Time Off (PTO)

Equal Opportunity Employer

BroadStreet Partners is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.