Commercial Lines Account Manager

Frederick Fox LLC; Washington (District of Columbia); On-site; USD 85,000 - 125,000; Full time

Job summary

Frederick Fox LLC is seeking an experienced Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts and support client relationships. You will coordinate renewals, respond to service requests, and liaise with carriers on coverage, billing, and claims.

The role emphasizes customer focus, organization, and attention to detail in a fast-paced insurance environment, with collaboration across teams to ensure high-quality service.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance, or related field preferred; equivalent professional experience may be considered.
• Experience in commercial insurance, account management or customer service preferred.
• Strong understanding of commercial insurance policies, coverage, renewals, billing processes.

Responsibilities

• Manage a portfolio of commercial insurance accounts, including ongoing account servicing and policy renewals.
• Serve as a primary point of contact for commercial clients via phone, email, and service requests in a timely, professional manner.
• Provide day-to-day client support, including answering coverage questions and processing certificate requests.
• Prepare proposals, endorsements, policy documents, certificates, and other documentation.
• Coordinate with insurance carriers to obtain quotes and process policy changes; resolve service issues.

Skills

Customer service

Communication skills

Time management

Attention to detail

Team collaboration

Education

Bachelor’s degree in Business/Finance/Insurance

Tools

Microsoft Office

Agency management systems

Job description

Job Overview

The Commercial Lines Account Manager is responsible for managing a portfolio of commercial insurance accounts, supporting client relationships, coordinating renewals, and ensuring accurate and timely delivery of policy and account services. This role serves as a key point of contact for commercial clients and works closely with insurance carriers to address coverage, billing, service, and claims-related matters.

The ideal candidate is customer-focused, highly organized, detail-oriented, and capable of managing multiple accounts and priorities in a fast-paced insurance environment.

Key Responsibilities

• Manage a portfolio of commercial insurance accounts, including ongoing account servicing and policy renewals.


• Serve as a primary point of contact for commercial clients by responding to phone calls, emails, and service requests in a timely and professional manner.


• Provide day-to-day client support, including answering coverage questions, processing certificate requests, and addressing billing inquiries.


• Prepare proposals, endorsements, policy documents, certificates, and other insurance-related documentation.


• Coordinate with insurance carriers to obtain quotes, process policy changes, resolve service issues, and support client needs.


• Act as a liaison between clients and insurance carriers to facilitate the resolution of claims, billing, coverage, and service-related issues.


• Troubleshoot account and billing discrepancies and coordinate appropriate resolutions.


• Monitor account activity and follow up on outstanding items, policy changes, renewals, and carrier requests.


• Accurately document client and carrier communications, account activities, and service requests.


• Maintain accurate and up-to-date client information in agency management systems and other automated platforms.


• Review system records regularly to ensure the accuracy, completeness, and consistency of account data.


• Prepare account reports, management reports, and other documentation as requested.


• Maintain organized records of client correspondence, policy documents, transactions, and account activity.


• Stay current on commercial insurance products, industry practices, regulatory requirements, and applicable procedures through continuing education and professional development.


• Attend industry-related training, courses, meetings, and educational programs as required.


• Collaborate with colleagues and provide support to other team members to ensure efficient account servicing and team performance.


• Assist with special projects, process improvements, and other duties as assigned.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred; equivalent professional experience may be considered.


• Prior experience in commercial insurance, account management, customer service, or a related insurance environment preferred.


• Strong understanding of commercial insurance policies, coverage, certificates, endorsements, renewals, and billing processes.


• Experience working with insurance carriers and agency management systems.


• Strong customer service and relationship management skills.


• Excellent verbal and written communication skills.


• Strong organizational and time-management abilities with the capacity to manage multiple accounts and deadlines.


• High level of accuracy and attention to detail when handling policy information and client records.


• Strong problem-solving and troubleshooting skills.


• Proficiency with Microsoft Office and insurance agency management systems.


• Ability to maintain confidentiality and handle sensitive client and policy information appropriately.


• Ability to work independently while collaborating effectively with colleagues and cross-functional teams.


• Commitment to ongoing professional development and continuing education.