Commercial Lines Account Manager

gpac; Milwaukee (WI); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

In-office environment

Long-term growth potential

Job summary

gpac is seeking a Commercial Lines Customer Service Account Manager in Wisconsin. The role focuses on managing a mid-market commercial book, ensuring accuracy, and maintaining strong internal workflows within an in-office/hybrid setting.

Ideal candidates have 3+ years of Commercial Lines experience, a Wisconsin P&C license, and proficiency with Applied Epic or AMS360. Candidates will manage renewals, endorsements, and client communications to uphold service excellence.

Qualifications

• Demonstrated attention to detail and strong organizational skills.
• Ability to manage complex renewal timelines and documentation.
• Proficient with commercial lines policy administration and client servicing.

Responsibilities

• Manage administrative servicing of a commercial book with focus on accuracy and documentation.
• Prepare renewal timelines, exposure summaries, and organized submission packets.
• Process endorsements, audits, cancellations, and policy changes accurately and timely.
• Issue and track Certificates of Insurance; ensure contractual compliance.
• Review policies for accuracy prior to delivery; maintain clean electronic files.
• Monitor renewal schedules and proactively follow up to meet deadlines.
• Coordinate communications between clients, carriers and internal teams.

Skills

Attention to detail

Organization

Time management

Education

3+ years Commercial Lines experience

Wisconsin P&C license

Tools

Applied Epic

AMS360

Job description

Commercial Lines Customer Service Account Manager

In-Office/hybrid-various locations in Wisconsin

My client is seeking a highly organized, process-driven Commercial Lines Account Manager to support and help manage a mid-market book of business. This role is ideal for an experienced insurance professional who values accuracy, consistency, and strong internal workflows.

Key Responsibilities

• Manage the administrative servicing of a commercial book of business with a strong focus on accuracy and documentation
• Prepare renewal timelines, exposure summaries, and organized submission packets
• Process endorsements, audits, cancellations, and policy changes in a timely and precise manner
• Issue and track Certificates of Insurance, ensuring compliance with contractual requirements
• Review policies and endorsements for accuracy prior to delivery
• Maintain clean, well-documented electronic files within the agency management system
• Monitor renewal schedules and proactively follow up to ensure deadlines are met
• Coordinate communication between clients, carriers, and internal team members to keep workflows moving efficiently

Qualifications

• 3+ years of Commercial Lines experience
• Active Wisconsin Property & Casualty license
• Strong knowledge of GL, Property, Auto, Umbrella, and Workers' Comp
• Demonstrated ability to manage renewals and service accounts independently
• Proficiency with Applied Epic, AMS360, or similar systems
• Exceptional attention to detail, organization, and time management

My client offers competitive compensation, a collaborative in-office environment, and long-term growth potential.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.