Commercial Lines Account Manager

Jones Advisors; Garner (NC); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Jones Advisors in Garner, NC is seeking an experienced Commercial Lines Account Manager to deliver client-first service while supporting Producers with new business and renewals. The ideal candidate builds strong client relationships, stays organized, and serves as a trusted resource for clients and our team.

The role offers opportunities to teach new tools to clients and the community, with standard hours, remote work options, and a competitive benefits package from a family-oriented employer

Qualifications

• Minimum two years of insurance experience.
• NC Property & Casualty license or ability to obtain within 30 days.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and agency software (e.g., Applied EPIC).

Responsibilities

• Manage and service a designated book of commercial insurance accounts with client-focused service.
• Handle inbound client requests: quotes, policy changes, certificates, and other service needs.
• Support Producers with new business and renewal opportunities.
• Gather information, complete applications, and assist with processing of new/renewal business.
• Review policies, renewals, audits, cancellations, and account activity for accuracy and follow-up.
• Assist clients with claims, billing questions, loss control matters, and other concerns.
• Communicate regularly with clients, carriers, Producers, and staff to resolve issues.
• Maintain complete account documentation and follow agency procedures.
• Maintain licensing and CE requirements as applicable.

Skills

Insurance experience

License eligibility

Communication

Microsoft Office

Applied EPIC

Agency software

Tools

Microsoft Word

Excel

Outlook

Applied EPIC

Job description

Career Opportunity - Commercial Lines Account Manager

If you are looking for:

• An employer that provides tremendous growth and invests in your learning.
• A professional work environment where teammates are supportive and accountable.
• An opportunity to teach new tools and technology to your clients and community.
• Standard working hours, with options for remote work and flexible schedules.
• A competitive salary with outstanding benefits.
• A family-oriented employer that has been in business for over 60 years.

Then we should talk, because we are always looking for:

• Self-motivated individuals with an “old-fashioned” work ethic and positive attitude.
• Someone with a proven ability to support and potentially lead a team.
• A quick learner who can grasp new concepts & ideas in a fast paced environment.
• A client-focused professional who is able to listen, communicate, and teach technology.

Summary

We are looking for an experienced Commercial Lines Account Manager to join our team! This role is responsible for providing “client-first” customer service to commercial insurance clients while supporting Producers with new business and renewal opportunities. The ideal candidate is an experienced insurance professional who enjoys building strong client relationships, solving problems, staying organized, and being a trusted resource for clients and our team.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

• 2 years insurance experience
• NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment

Knowledge, Skills, And Abilities

• Ability to identify coverage needs and confidently discuss insurance solutions with clients.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
• Must have excellent communication skills; written and verbal.
• Must excel at being client focused and able to work independently or in a team-oriented environment.
• Should have demonstrated effective presentation skills through both verbal and written communication

Supervisory Responsibilities

May have some supervisory responsibilities as the business grows.

Essential Functions

• Manage and service a designated book of commercial insurance accounts while providing responsive, professional, and client-focused service.
• Handle inbound client requests, including quotes, policy changes, coverage questions, certificates, and other service needs.
• Work closely with Producers to support new business and renewal opportunities.
• Gather information, complete applications, and assist with the preparation and processing of new and renewal business.
• Review policies, renewals, audits, cancellations, and other account activity to ensure accuracy and timely follow-up.
• Assist clients with claims, billing questions, loss control matters, and other insurance-related concerns.
• Communicate regularly with clients, insurance carriers, Producers, and agency staff to resolve issues.
• Maintain accurate and complete account documentation and follow established agency procedures and service standards.
• Respond to client requests in a timely manner.
• Maintain required insurance licensing, continuing education, and professional designations as applicable.
• Performs other functions as assigned by management

Physical Demands

This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

Work Environment

This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

Travel

Occasional travel may be required.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time.

We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.