Commercial Lines Account Manager

Mason-McBride Insurance; Troy (MI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Mason-McBride Insurance in Troy, MI is seeking an experienced Commercial Lines Account Manager to manage a portfolio of small to mid-sized commercial accounts, delivering exceptional service and building long-term client relationships.

Ideal candidates are detail-oriented, organized, proactive, and thrive in a fast-paced agency environment, with a Michigan P&C license and 3+ years of relevant experience. Hours are Mon-Fri, with the office at 3155 Troy, MI.

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• Active Michigan Property and Casualty License required.
• Minimum of 3 years of Commercial Lines Account Management experience servicing a small to mid-sized book of business with account premiums ranging from $2,500 to $50,000.
• Strong understanding of commercial insurance coverages, underwriting principles, and agency workflows.
• Experience with agency management systems, preferably Applied Epic or AMS360.
• Excellent written and verbal communication skills with a strong customer service focus.

Responsibilities

• Manage a book of small to mid-sized commercial insurance accounts, ensuring exceptional service throughout the client lifecycle.
• Respond promptly to client inquiries, policy changes, cancellations, and coverage requests while meeting established service standards.
• Process new business, renewals, endorsements, cancellations, binders, certificates of insurance, invoices, and other policy documentation in accordance with agency procedures.
• Prepare and deliver Evidence of Insurance requests and Certificates of Insurance accurately and efficiently.
• Generate insurance quotes and collaborate with producers to deliver competitive coverage solutions.
• Review and process customer policy change requests while ensuring underwriting and carrier guidelines are met.
• Obtain and track all required trailing documents and outstanding client information.
• Document all client interactions and account activity accurately within the agency management system.
• Verify and update client contact information during every customer interaction.
• Serve as the primary point of contact for incoming claims, providing guidance and coordinating follow-up as needed.
• Maintain a thorough understanding of carrier underwriting guidelines, rating procedures, compliance requirements, and available products.
• Identify opportunities to cross-sell and upsell additional insurance and financial products that meet clients' needs.
• Promote the agency's referral program by requesting referrals during client interactions.
• Stay current on industry trends, carrier updates, and new insurance products through ongoing education and training.
• Share knowledge, best practices, and technical expertise with team members to support a collaborative work environment.

Skills

Account management

Customer service

Communication

Organizational skills

Detail oriented

Problem solving

Proactive

Multitasking

Education

High school diploma

Bachelor’s degree preferred

Tools

Applied Epic

AMS360

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Mason McBride - 3155 Troy, Troy, MI, US

About Us

At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are proud to be a second-generation family business, where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do. Mason-McBride offers a broad spectrum of insurance services. Whether it’s personal insurance like home, auto, life, and umbrella policies, or business insurance covering commercial property, general liability, and workers’ compensation, we have you covered. We also specialize in employee benefits, including health, dental, and vision insurance.

Position Summary:

We are seeking an experienced Commercial Lines Account Manager to join our growing team. This role is responsible for managing and servicing a portfolio of small to mid-sized commercial insurance accounts while delivering exceptional customer service and building long‑term client relationships. The ideal candidate is detail-oriented, organized, proactive, and thrives in a fast-paced agency environment.

Key Responsibilities:

• Manage a book of small to mid‑sized commercial insurance accounts, ensuring exceptional service throughout the client lifecycle.
• Respond promptly to client inquiries, policy changes, cancellations, and coverage requests while meeting established service standards.
• Process new business, renewals, endorsements, cancellations, binders, certificates of insurance, invoices, and other policy documentation in accordance with agency procedures.
• Prepare and deliver Evidence of Insurance requests and Certificates of Insurance accurately and efficiently.
• Generate insurance quotes and collaborate with producers to deliver competitive coverage solutions.
• Review and process customer policy change requests while ensuring underwriting and carrier guidelines are met.
• Obtain and track all required trailing documents and outstanding client information.
• Document all client interactions and account activity accurately within the agency management system.
• Verify and update client contact information during every customer interaction.
• Serve as the primary point of contact for incoming claims, providing guidance and coordinating follow‑up as needed.
• Maintain a thorough understanding of carrier underwriting guidelines, rating procedures, compliance requirements, and available products.
• Identify opportunities to cross‑sell and upsell additional insurance and financial products that meet clients' needs.
• Promote the agency's referral program by requesting referrals during client interactions.
• Stay current on industry trends, carrier updates, and new insurance products through ongoing education and training.
• Share knowledge, best practices, and technical expertise with team members to support a collaborative work environment.

Qualifications:

• High school diploma required; Associate’s or Bachelor’s degree preferred
• Active Michigan Property and Casualty License required
• Minimum of 3 years of Commercial Lines Account Management experience servicing a small to mid‑sized book of business with account premiums ranging from $2,500 to $50,000
• Strong understanding of commercial insurance coverages, underwriting principles, and agency workflows
• Knowledge of insurance rating platforms and carrier portals
• Experience with multi‑state Workers' Compensation policies and class code assignments a plus
• Familiarity with Surplus Lines placements and Lloyd’s insurance market preferred
• Proficiency with Microsoft Office Suite
• Experience with agency management systems, preferably Applied Epic or AMS360
• Excellent written and verbal communication skills with a strong customer service focus
• Highly organized with exceptional attention to detail and the ability to prioritize multiple tasks in a fast‑paced environment
• Strong analytical and problem‑solving skills
• Self‑motivated with a proactive approach and a strong sense of urgencyPositive attitude with a willingness to learn, adapt, and receive coaching
• Ability to work independently while contributing effectively as a collaborative team member
• Ability to pass a criminal background check, as permitted by law

Hours: Monday-Friday, 8:00am-4:30pm

Office Location:3155 W Big Beaver Road, Suite 125, Troy, MI 48084

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third‑party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.