Commercial Lines Account Manager

Katalyst Systems Impact; Cedar Rapids (IA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary with bonus eligibility

4 weeks PTO

Profit sharing program

Family-friendly culture

Supportive team environment

Job summary

Katalyst Systems Impact in Cedar Rapids, IA is looking for a knowledgeable Insurance Account Manager to join their dynamic team. The ideal candidate will have a deep understanding of commercial insurance, strong client management skills, and the ability to work effectively in a detail-oriented environment.

This full-time role offers competitive compensation, a supportive team culture, and opportunities for growth within a well-respected insurance agency. After training, you may transition to a hybrid work model.

Qualifications

• Active Iowa Property & Casualty insurance license or ability to obtain within 30 days.
• Minimum 2 years of Commercial Lines Account Management experience.
• Strong understanding of commercial insurance coverage and servicing.

Responsibilities

• Analyze client insurance needs and carrier quotations.
• Complete and submit applications with producers.
• Issue and process insurance documentation and policies.
• Maintain accurate account records and documentation.
• Provide professional service to clients and carriers.

Skills

Client relationship management

Commercial insurance knowledge

Organizational skills

Time management

Communication skills

Proficiency in Microsoft Office

Education

High school diploma or equivalent

Tools

Applied Epic agency management software

Job description

Insurance Account Manager - Commercial Lines

Location: Cedar Rapids, IA
Schedule: Full-Time | In-Office Training with Hybrid Flexibility following

A well-established and respected insurance agency is seeking an experienced Commercial Lines Account Manager to join its team in Cedar Rapids, Iowa.

This role is ideal for an insurance professional who enjoys building strong client relationships, managing the details that keep accounts running smoothly, and serving as a trusted resource to both clients and producers. The successful candidate will support a small group of producers with an established book of mid‑market commercial accounts while delivering exceptional service and follow‑through.

The agency offers a collaborative team environment, strong carrier relationships, and the opportunity to transition into a hybrid work arrangement following a successful in‑person training period.

What You'll Do

• Analyze client insurance needs, coverage forms, and carrier quotations
• Complete and submit applications in coordination with producers
• Follow up with carriers to ensure timely receipt of quotations, policies, and endorsements
• Issue and process binders, certificates, endorsements, policies, and related documentation
• Verify accuracy of policies and policy changes and facilitate corrections as needed
• Process renewals according to agency procedures and timelines
• Review policy audits and coordinate corrections between clients and carriers when necessary
• Prepare insurance summaries, schedules, proposals, and client correspondence
• Determine appropriate billing methods and process invoicing accordingly
• Provide responsive, professional service to clients, carriers, and internal team members
• Maintain accurate account records and documentation
• Support producers with day‑to‑day service needs and account maintenance

Qualifications

• Active Iowa Property & Casualty (P&C) insurance license or ability to obtain within 30 days of employment
• Minimum of 2+ years of Commercial Lines Account Management experience
• Strong understanding of commercial insurance coverage, policy servicing, and renewal processes
• Proficiency with Microsoft Office, including Outlook, Word, and Excel
• Excellent organizational, time management, and communication skills
• Ability to manage multiple deadlines and priorities in a fast‑paced environment
• High school diploma or equivalent
• Experience using Applied Epic agency management software is preferred

What We Offer

• Competitive salary (based on experience) with bonus eligibility
• 4 weeks PTO
• Profit sharing program
• Long‑standing, privately owned company with strong values and reputation
• Family‑friendly culture with flexibility for real life
• Direct collaboration with leadership—your work shapes strategy and decision‑making
• Supportive team that encourages cross‑training and growth

What We're Looking For

The ideal candidate is detail‑oriented, proactive, and dependable. They take pride in providing exceptional client service, maintaining accurate documentation, and ensuring nothing falls through the cracks. This individual enjoys being part of a team while also managing responsibilities independently and confidently.