Commercial Lines Account Manager

Talently; Red Bank (NJ); On-site; USD 65,000 - 86,000; Full time

Job summary

Talently in Red Bank, NJ is seeking a Commercial Lines Account Manager to service a small to midsized book of business on site. You will manage client relationships, process policy changes, and issue certificates of insurance while ensuring accuracy and timely servicing.

The role requires a valid Property and Casualty license, experience with a generalist commercial portfolio, and proficiency with Applied Epic or similar agency systems; strong communication and carrier coordination are essential.

Qualifications

• Active Property and Casualty license is required.
• Experience servicing a generalist commercial book of business is preferred.
• Strong relationship management and client service skills are essential.
• Knowledge of endorsements, certificates, and commercial policy changes is required.

Responsibilities

• Service a small to midsized commercial lines book of business.
• Manage a generalist portfolio of commercial insurance accounts.
• Process policy endorsements and policy changes accurately and efficiently.
• Issue certificates of insurance in accordance with client and policy requirements.
• Build and maintain strong relationships with clients, carriers, and internal partners.
• Respond promptly to account inquiries and provide clear, professional communication.
• Maintain accurate account documentation and ensure timely follow-up on servicing activities.

Skills

P&C license

Generalist book experience

Relationship management

Policy endorsements knowledge

Tools

Applied Epic

Job description

Job Title: Commercial Lines Account Manager

Location: On Site - Red Bank , New Jersey, United States

About the Insurance Company / The Opportunity:

Join a professional insurance organization serving a diverse portfolio of commercial clients with responsive, knowledgeable account support. This opportunity is ideal for a Commercial Lines Account Manager who enjoys managing client relationships, coordinating policy servicing, and supporting a generalist book of business. Based onsite in Red Bank, New Jersey, you will play an essential role in delivering accurate, timely, and high-quality service to commercial policyholders.

Responsibilities:

• Service a small to midsized commercial lines book of business.
• Manage a generalist portfolio of commercial insurance accounts.
• Process policy endorsements and policy changes accurately and efficiently.
• Issue certificates of insurance in accordance with client and policy requirements.
• Build and maintain strong relationships with clients, carriers, and internal partners.
• Respond promptly to account inquiries and provide clear, professional communication.
• Maintain accurate account documentation and ensure timely follow-up on servicing activities.

Must-Have Skills:

• Active Property and Casualty insurance license.
• Experience servicing a generalist commercial book of business.
• Hands-on proficiency with Applied Epic or a similar agency management system.
• Strong relationship management and client service skills.
• Knowledge of endorsements, certificates, and commercial policy changes.

Nice-to-Have Skills:

• Experience supporting small to midsized commercial accounts.
• Familiarity with multiple commercial coverage lines and policy forms.
• Strong organizational skills and attention to detail.
• Ability to prioritize work effectively in a deadline-driven environment.
• Experience working with insurance carriers and processing service requests independently.