Commercial Lines Account Manager

W3Global; Charlottesville (VA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with company matching

Paid time off

Professional training and development

Job summary

W3Global is seeking a Commercial Lines Account Manager to oversee a portfolio of commercial insurance clients in a fast-paced setting. You will act as the main liaison, assessing needs and coordinating coverage with carriers to deliver tailored solutions.

The role emphasizes client relationship building, meticulous documentation, and proactive renewal management, while collaborating with carriers and internal teams to meet client expectations.

Qualifications

• Bachelor's degree in Business Administration, Risk Management, Insurance, or related field preferred.
• 3-5+ years of experience in Commercial Lines Insurance or related field.
• Strong knowledge of commercial insurance products, coverages, and markets.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain strong client relationships.
• Strong organizational, multitasking, and time-management skills.
• Ability to assess client needs and recommend appropriate insurance solutions.
• Strong attention to detail and follow-through.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Serve as the primary point of contact for a portfolio of commercial insurance clients.
• Build and maintain strong, long-term client relationships through responsive service and effective communication.
• Conduct regular client reviews to understand insurance needs, assess risk exposures, and recommend appropriate coverage.
• Analyze commercial insurance programs and identify coverage gaps or deficiencies.
• Work with insurance carriers to obtain quotes, negotiate terms, and secure appropriate coverage options.
• Prepare and present proposals, quotes, and insurance recommendations to clients.
• Process new business applications, renewals, endorsements, cancellations, and other policy changes accurately and efficiently.
• Respond to client inquiries and service requests promptly and professionally.
• Monitor policy expiration dates and proactively manage the renewal process.
• Review policies and endorsements for accuracy and completeness.
• Assist clients with claims reporting and follow-up when needed.
• Maintain current knowledge of commercial insurance products, industry trends, regulations, and best practices.
• Collaborate with internal teams and insurance carriers to effectively address client needs.
• Maintain accurate client records and documentation within the agency management system.

Skills

Communication

Client relationships

Organizational skills

Time management

Attention to detail

Multitasking

Teamwork

Independent work

Licenses active

Education

Active insurance licenses

CISR/CIC designation

Tools

AMS360

Microsoft Office Suite

Job description

The Commercial Lines Account Manager will manage a portfolio of commercial insurance clients and serve as the primary point of contact for their insurance needs. This role involves maintaining strong client relationships, assessing risk exposures, coordinating with insurance carriers, and recommending appropriate coverage solutions. The ideal candidate is customer-focused, organized, detail-oriented, and able to effectively manage multiple accounts in a fast-paced environment.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of commercial insurance clients.
• Build and maintain strong, long-term client relationships through responsive service and effective communication.
• Conduct regular client reviews to understand insurance needs, assess risk exposures, and recommend appropriate coverage.
• Analyze commercial insurance programs and identify coverage gaps or deficiencies.
• Work with insurance carriers to obtain quotes, negotiate terms, and secure appropriate coverage options.
• Prepare and present proposals, quotes, and insurance recommendations to clients.
• Process new business applications, renewals, endorsements, cancellations, and other policy changes accurately and efficiently.
• Respond to client inquiries and service requests promptly and professionally.
• Monitor policy expiration dates and proactively manage the renewal process.
• Review policies and endorsements for accuracy and completeness.
• Assist clients with claims reporting and follow-up when needed.
• Maintain current knowledge of commercial insurance products, industry trends, regulations, and best practices.
• Collaborate with internal teams and insurance carriers to effectively address client needs.
• Maintain accurate client records and documentation within the agency management system.

Qualifications

• Bachelor's degree in Business Administration, Risk Management, Insurance, or a related field preferred.
• 3-5+ years of experience in Commercial Lines Insurance or a related field.
• Strong knowledge of commercial insurance products, coverages, and markets.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain strong client relationships.
• Strong organizational, multitasking, and time-management skills.
• Ability to assess client needs and recommend appropriate insurance solutions.
• Strong attention to detail and follow-through.
• Ability to work independently and collaboratively in a fast-paced environment.
• Active insurance licenses
• Professional designations such as CISR or CIC are a plus.
• Proficiency with agency management systems such as AMS360 and Microsoft Office Suite.

Compensation & Benefits

• Competitive salary based on experience.
• Health, dental, vision, and disability insurance.
• 401(k) and company matching.
• Paid time off.
• Professional training and development opportunities.
• Collaborative and supportive work environment.