Commercial Lines Account Manager

Summit Bridge Partners; Massachusetts; On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Retirement plan

Job summary

Summit Bridge Partners is seeking a Commercial Lines professional to manage a portfolio of small commercial insurance accounts, focusing on renewals, endorsements, and coverage reviews.

You will collaborate with producers, carriers, and internal teams to deliver a thoughtful, consultative client experience while expanding the book of business; active Property & Casualty license required.

Qualifications

• 1 year of Commercial Property & Casualty insurance experience in an agency setting.
• Experience managing client relationships and supporting retention.
• Excellent communication and organizational skills.
• Strong knowledge of commercial insurance products, coverages, and underwriting processes.
• Proficiency in agency management systems and Microsoft Office Suite.
• Active Property & Casualty Insurance License required.

Responsibilities

• Manage and service a portfolio of small commercial insurance accounts
• Handle renewals, endorsements, policy updates, and coverage reviews
• Support new business onboarding and assist producers when needed
• Build strong relationships with clients by providing thoughtful, consultative service
• Collaborate with producers, carriers, and internal team members to deliver a great client experience

Job description

Our client is a growing insurance agency with a strong team culture, low turnover, and a commitment to continued growth. The agency is expanding their Commercial Lines division and are looking for the right person to help support that growth. This role is ideal for a Commercial Lines professional who enjoys managing client relationships, handling the details of a book of business, and partnering with a team that values a strong work ethic and a \"get it done\" mentality.

What You’ll Do:

• Manage and service a portfolio of small commercial insurance accounts
• Handle renewals, endorsements, policy updates, and coverage reviews
• Support new business onboarding and assist producers when needed
• Build strong relationships with clients by providing thoughtful, consultative service
• Collaborate with producers, carriers, and internal team members to deliver a great client experience

Qualifications and Experience

• At least 1 year of Commercial Property & Casualty insurance experience in an agency setting
• Experience managing client relationships and supporting retention
• Excellent communication and organizational skills
• Strong knowledge of commercial insurance products, coverages, and underwriting processes.
• Proficiency in agency management systems and Microsoft Office Suite.
• Active Property & Casualty Insurance License required.

Compensation and Benefits

• Competitive salary: up to $80,000 (commensurate with experience)
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Opportunities for professional development and continuing education.
• Supportive and collaborative work environment.