Commercial Lines Account Manager

The-Misch-Group; Chicago (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

The-Misch-Group is looking for a Commercial Lines Account Manager in Chicago, IL to manage new and renewal commercial insurance clients. This full-time role offers a competitive salary ranging between $60,000 and $80,000 annually plus commissions.

You will be responsible for maintaining high-quality service to our clients, handling coverage inquiries, managing renewals, and ensuring documentation accuracy. Candidates should have at least 5 years of experience in commercial lines account management.

Benefits include medical, dental, vision, and life insurance alongside PTO, ensuring a comprehensive package for your career.

Qualifications

• Minimum 5 years of commercial lines account management experience.
• Strong understanding of commercial underwriting and rate analysis.
• Ability to work collaboratively in a team-oriented environment.

Responsibilities

• Maintain strong relationships with clients and carriers.
• Educate clients on coverage and claims processes.
• Prepare professional proposals and policy documentation.

Skills

Commercial lines account management experience

Understand commercial underwriting

Communication skills

Organizational skills

Bilingual (English/Spanish)

Education

College degree preferred

Active Property & Casualty License

Tools

Microsoft Office (Excel, Word, PowerPoint)

Agency management systems (TAM)

Job description

Commercial Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Illinois

Compensation: $60,000 - $80,000 / year

Description

Full‑Time | Monday–Friday | 8:30AM–5:00PM | On‑Site/ Hybrid (more remote days depending on experience)

Location: Schaumburg, IL

Pay Type: Salary + Commissions (Range depending on Experience)

Benefits: Medical, Dental, Vision, Life Insurance (per company policy)

PTO/Sick Time: Per Employee Manual

The Commercial Lines Account Manager provides high-quality service to both new and renewal commercial insurance clients. This role serves as the day-to-day liaison between clients, producers, and carriers. Responsibilities include coverage inquiries, quoting, endorsements, policy changes, documentation within agency systems, and managing renewals proactively (typically 90 days in advance).

The Account Manager must maintain accurate client files, uphold professional standards, understand carrier appetites, manage annual goals, and ensure all documentation, correspondence, and policy forms are stored correctly. This role requires significant attention to detail, proactive communication, and the ability to handle multiple renewals, endorsements, and service requests simultaneously.

Key Responsibilities

• Maintain strong relationships with clients, wholesalers, producers, and carriers.
• Provide consistent, accurate communication for renewals, cancellations, reinstatements, audits, coverage updates, and policy questions.
• Educate clients on coverage, limits, exclusions, claims processes, and carrier expertise.
• Work directly with underwriters and carrier representatives regarding submissions, quotes, and policy changes.
• Maintain TAM/agency management system files with accurate notes, documents, confirmations, and updates.
• Ensure all email and telephone interactions are recorded in client files.
• Prepare professional proposals, applications, summaries, and policy documentation.
• Handle endorsements, renewals, claims reporting, and follow‑ups.
• Review carrier service reports monthly; track claims of $10,000+ and produce monthly claims reports.
• Prepare spreadsheets, reports, and renewal documentation for internal leadership when required.
• Assist clients with audits, premium finance arrangements, and billing accuracy.
• Ensure suspense items and workflow tasks are completed accurately and on schedule.
• Proficient use of Microsoft Office (Outlook, Excel—including VLOOKUP/Pivot Tables, Word, PowerPoint).
• Utilize Excel for rating, premium tracking, proposals, and administrative reporting.
• Use agency management system tools, carrier websites, and IVANS downloads to ensure accurate policy management.
• Update voicemail and email auto‑responses per company communication standards.
• Submit monthly new business and renewal business logs.
• Provide coverage support to producers when necessary.
• Participate in client or prospect meetings as needed.
• Attend required training, webinars, and continuing education sessions.
• Assist with miscellaneous projects and duties assigned by management.

Skills, Knowledge and Expertise

• Minimum 5 years of commercial lines account management experience.
• Strong understanding of commercial underwriting, coverages, and rate analysis.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage a high-volume workload.
• Ability to work collaboratively in a team-oriented environment.
• Professional and polished client‑facing demeanor.
• Bilingual (English/Spanish) preferred but not required.
• College degree preferred.
• Active Property & Casualty License required.
• 5+ years of experience servicing or managing commercial P&C accounts (typically $50,000–$1,000,000 in premium).
• Experience in an independent agency environment strongly preferred.
• Experience using TAM or similar agency management systems (recent use within last 6 months preferred).
• Designations such as CIC, CPCU, or CISR are valued but not mandatory.

Benefits

Health, Life, STD, Dental, Vision, will soon have a 401k, CE credits and certs