Commercial Lines Account Manager

CrestPoint Risk Partners; Collierville (TN); On-site; USD 55,000 - 85,000; Full time

Job summary

CrestPoint Risk Partners is seeking a Commercial Lines Account Manager for a full-time, on-site role based in Collierville, TN. You will manage a portfolio of commercial accounts, handle policy administration, coverage reviews, and renewals, and coordinate with carriers on coverage, billing, and claims.

The role requires strong knowledge of Commercial Lines, client service skills, licensing or ability to obtain, and experience with agency management systems and MS Office.

Qualifications

• Strong knowledge of Commercial Lines Coverage and core Insurance concepts.
• Account management experience with commercial clients, including policy servicing and renewal coordination.
• Proven Customer Service skills, with the ability to build and maintain positive client relationships.
• Familiarity with Employee Benefits offerings and how they integrate into broader client risk and coverage strategies.
• Effective written and verbal communication skills, including professional email and phone etiquette.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities and deadlines.
• Proficiency with insurance agency management systems and common office software (e.g., Microsoft Office Suite).
• Relevant insurance licenses (such as Property & Casualty) or the ability to obtain required licenses within a designated timeframe.
• Prior experience in a commercial insurance agency or brokerage environment is preferred.

Responsibilities

• Manage a portfolio of commercial insurance accounts.
• Handle day-to-day client inquiries and provide responsive service.
• Coordinate with carriers to address coverage, billing, and claims-related issues.
• Prepare proposals and assist with risk assessments.
• Support producers with account marketing and ensure client records are accurate and up to date.

Skills

Commercial Lines Coverage

Account Management

Customer Service

Employee Benefits

Written & Verbal Communication

Detail Orientation

Office Software

Licensing (P&C)

Industry Experience

Education

Property & Casualty license

Tools

Insurance agency management systems

Microsoft Office Suite

Job description

Company Description CrestPoint Risk Partners is dedicated to fostering a professional, respectful, inclusive, and ethical workplace where individuals can thrive. The organization emphasizes integrity, accountability, teamwork, and equal opportunity in all aspects of its operations. Open communication is encouraged to support collaboration and shared success across teams. CrestPoint Risk Partners strives to maintain a safe and supportive environment in which employees and producers can grow their careers and contribute meaningfully to the company’s goals.

Role Description The Commercial Lines Account Manager is a full-time, on-site role based in Collierville, TN. This role is responsible for managing a portfolio of commercial insurance accounts, including policy administration, coverage reviews, and renewal processing. The Commercial Lines Account Manager will handle day-to-day client inquiries, provide responsive customer service, and coordinate with carriers to address coverage, billing, and claims-related issues. The position also involves preparing proposals, assisting with risk assessments, supporting producers with account marketing, and ensuring all documentation and client records are accurate and up to date.

Qualifications

• Strong knowledge of Commercial Lines Coverage and core Insurance concepts.
• Demonstrated Account Management experience with commercial clients, including policy servicing and renewal coordination.
• Proven Customer Service skills, with the ability to build and maintain positive client relationships.
• Familiarity with Employee Benefits offerings and how they integrate into broader client risk and coverage strategies.
• Effective written and verbal communication skills, including professional email and phone etiquette.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities and deadlines.
• Proficiency with insurance agency management systems and common office software (e.g., Microsoft Office Suite).
• Relevant insurance licenses (such as Property & Casualty) or the ability to obtain required licenses within a designated timeframe.
• Prior experience in a commercial insurance agency or brokerage environment is preferred.