Commercial Lines Account Manager

American Growth Insurance; Cockeysville (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

American Growth Insurance seeks a Commercial Lines Account Manager in Maryland to support clients with service needs, manage account changes, and assist Account Executives in acquiring and retaining clients.

The role blends service and marketing duties, requiring strong communication, organization and knowledge of insurance processes. Licensing and technical proficiency are essential for success in a fast-paced environment.

Qualifications

• Excellent interpersonal and customer service skills.
• Ability to establish work priorities and manage time effectively.
• Bachelor's degree in business-related field or equivalent education/experience in insurance.
• Active Property & Casualty insurance license is required or must be obtained.
• Proficiency with Microsoft Office applications (Outlook, PowerPoint, Word, Excel).
• Experience with Applied Epic is a plus.

Responsibilities

• Assist in preparing proposals, graphs, and service plans for clients.
• Support Account Executives with marketing, including preparing all necessary applications and data.
• Contract review as needed.
• Support renewal processes and managing renewal expiration lists.
• Review carrier quotes for accuracy and market lines of coverage as directed.
• Maintain accurate client accounts in the agency management system.
• Follow company policies and procedures and perform other duties as assigned.

Skills

Interpersonal skills

Customer service

Time management

Education

Bachelor's degree in business-related field

Tools

Microsoft Outlook

PowerPoint

Word

Excel

Applied Epic

Job description

The Commercial Lines Account Manager is responsible for supporting clients with service needs and managing changes to existing accounts. This role includes both service and marketing responsibilities and requires meeting established standards for service quality and delivery. The position supports organizational goals by providing Account Executives and the Sales team with the service resources needed to acquire new clients and retain existing ones.

Key Responsibilities

The Commercial Lines Account Manager is responsible for supporting clients with service needs and managing changes to existing accounts. This role includes both service and marketing responsibilities and requires meeting established standards for service quality and delivery. The position supports organizational goals by providing Account Executives and the Sales team with the service resources needed to acquire new clients and retain existing ones.

• Assist in preparing proposals, graphs, and service plans for clients.
• Support Account Executives with marketing, including preparing all necessary applications and data.
• Contract review as needed
• Support Account Executive/Senior Broker(s) with renewal process
• Managing renewal expiration list
• Reviewing carrier quotes for accuracy
• Managing client proposal preparation (participating in presentation as needed)
• Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, i.e., certificates of insurance, etc.)
• Invoicing (renewal placements, brokerage fee, special projects, etc.)
• Market certain lines of coverage as determined by the Account Executive
• Maintain accurate client account in the agency management system
• Follow company policies and procedures
• Other duties as assigned

Qualifications

• Active Property & Casualty (P&C) insurance license required
• 5-8 years of insurance client-service related experience
• Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
• Property & Casualty license or the ability to obtain immediately
• Proficiency in word processing and spreadsheet applications including but not limited to Microsoft Outlook, PowerPoint, Word and Excel.
• Proficiency in Applied Epic preferred, but not required
• Ability to establish work priorities and manage time effectively.
• Excellent interpersonal and customer service skills.
• Establish and maintain effective work relationships and function in a team environment.