Commercial Lines Account Manager

Jobtailor; Columbus (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

Jobtailor is seeking a Commercial Lines Insurance Specialist in Ohio. You will communicate with clients and carriers about policies, run MVRs, and manage mid-term changes and renewals using Epic and CSR24.

Ideal candidates have 2–5 years in insurance, an Ohio P&C license (or willingness to obtain within 90 days), and strong customer service and organization skills. Travel up to 25% may be required.

Qualifications

• Experience in the insurance industry or knowledge of commercial insurance preferred.
• Ohio Property and Casualty licensure required or to be obtained within 90 days of employment.
• Strong customer service, organization and time management skills.
• 2-5 years of relevant experience.

Responsibilities

• Communicate with HUB associates, clients and carriers via phone and email regarding commercial lines policies and products.
• Run Motor Vehicle Reports and advise clients whether employees are eligible drivers.
• Coordinate policy expirations and process renewal information.
• Process policies, cancellations and endorsements, and prepare renewal proposals.
• Assist with claim reporting and follow-up.

Skills

Customer service

Time management

Organization

Decision making

Problem solving

Education

Ohio Property And Casualty License

High school diploma or equivalent

Tools

Applied Epic

Microsoft Office

Job description

• Communicate with HUB associates, clients and carriers via phone and email regarding commercial lines policies and products
• Run Motor Vehicle Reports and advise clients whether employees are eligible drivers
• Sort, scan and process new mail items
• Deliver policies in the format and timeframe advised by the Client Manager
• Request, process and handle mid-term change requests
• Document communications and activities for compliance and organization
• Coordinate policy expirations and process renewal information
• Create new and renewal certificates of insurance templates in CSR24
• Process complex certificates of insurance and contract reviews
• Process policies, cancellations and endorsements
• Prepare and update renewal proposals and summaries
• Complete policy application details for newly bound policies in Epic
• Follow up on cancellations and billing issues with clients and carriers
• Assist with claim reporting and follow-up
• Pursue and maintain professional insurance designations as recommended
• Perform other duties assigned by the Commercial Client Specialist Supervisor and/or Commercial Lines Operations Manager

Requirements

• Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred
• Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment
• Professional designations are preferred
• High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of Applied Epic is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills
• 2-5 years of relevant experience
• Ability to travel up to 25%

Core Competencies

Demonstrates expertise in commercial insurance processes, including policy management, compliance documentation, and client communication. Proficient in using Applied Epic and Microsoft Office tools to enhance operational efficiency and customer service.

Highest-signal resume keywords

• Ohio Property And Casualty Licensure
• Commercial Insurance Knowledge
• Applied Epic Proficiency
• Customer Service Skills
• Time Management Skills

Hard Skills

• Policy Management
• Certificate Of Insurance Processing
• Motor Vehicle Report Analysis
• Policy Application Completion
• Mid-Term Change Request Handling

Soft Skills

• Strong Decision Making
• Problem-Solving Skills
• Organization Skills

Certifications & Qualifications

• Professional Insurance Designations
• Ohio Property And Casualty License

Industry Keywords

• Commercial Lines Policies
• Insurance Industry
• Client Communication
• Policy Expiration Coordination
• Renewal Proposals

Tools & Technologies

• Microsoft Office
• CSR24
• Applied Epic