Commercial Lines Account Manager

The Juris Agency; Winston-Salem (NC); Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

The Juris Agency in Winston-Salem, NC seeks a Commercial Lines Account Manager to deliver exceptional service to business clients, support producers and underwriters, and manage renewals.

This in-office role involves hands-on insurance knowledge, strong communication, and coordinating with carriers and clients.

You will work with licensed professionals, maintain client files, and pursue cross-sell opportunities in a team-focused, growth-minded environment.

Qualificações

• Knowledge of commercial lines products including property, liability, auto, and workers' compensation.
• Strong organizational and time management skills.
• Ability to build relationships with carriers and clients.
• Proficiency with Microsoft Office Suite and insurance management systems.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Positive, team-oriented attitude.

Responsabilidades

• Manage a book of commercial lines accounts, ensuring all service needs are met.
• Process endorsements, certificates, audits, cancellations, and policy changes.
• Support producers with new business quoting and proposal preparation.
• Coordinate renewal processes, including applications, quotes, and client communications.
• Serve as a liaison between clients and carriers.
• Review policy documents for accuracy and completeness.
• Identify cross-sell opportunities and refer leads to producers.
• Maintain accurate and organized client files and documentation.

Conhecimentos

Organizational skills

Time management

Verbal communication

Written communication

Detail-oriented

Relationship building

Microsoft Office

Insurance software

Formação académica

Bachelor's degree preferred

Ferramentas

Microsoft Office Suite

Insurance management systems

Descrição da oferta de emprego

Job Description

The Commercial Lines Account Manager is responsible for delivering exceptional service to our business clients while supporting producers and underwriters with account management, policy servicing, and renewal preparation. This role involves hands-on insurance knowledge, strong communication skills, and the ability to manage multiple commercial accounts efficiently. It is a proactive and independent position.

This is an in-office position and can be based out of any of our Alliance Insurance locations: Winston Salem, Clemmons, Mount Airy, Walnut Cove, or Pilot Mountain. The Commercial Lines Account Manager will work closely with a team of licensed professionals and collaborate with a wide range of carriers in the independent agency system.

Work Environment:

• Monday through Friday, 8:30 AM to 5:00 PM
• In-office position with potential for occasional travel to other nearby office locations
• Team-oriented and client-focused environment

Benefits

• Group Health Insurance: 100% company-paid for employee (eligibility begins the 1st of the month after 90 days)
• 401(k) plan with 3% safe harbor match (eligibility begins the 1st of the month after 12 months)
• Dental and Vision Insurance
• Paid Time Off (PTO)
• Company-paid holidays: New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday
• Group Long-Term Disability Insurance: 100% company-paid for employee (eligibility begins the 1st of the month after 12 months)
• Weekly pay
• Workers' Compensation
• Career growth opportunities
• Work-life balance
• Ongoing training seminars
• Team meetings and hands-on training
• Bereavement leave
• Jury duty leave

Responsibilities

Primary Duties/Responsibilities:

• Manage a book of commercial lines accounts, ensuring all service needs are met
• Process endorsements, certificates, audits, cancellations, and policy changes
• Support producers with new business quoting and proposal preparation
• Coordinate renewal processes, including applications, quotes, and client communications
• Serve as a liaison between clients and carriers
• Review policy documents for accuracy and completeness
• Identify cross-sell opportunities and refer leads to producers
• Maintain accurate and organized client files and documentation

Supervisory Responsibilities: No

Requirements

Required Knowledge/Skills/Abilities:

• Knowledge of commercial lines products including property, liability, auto, and workers' compensation
• Strong organizational and time management skills
• Ability to build relationships with carriers and clients
• Proficiency with Microsoft Office Suite and insurance management systems
• Excellent verbal and written communication skills
• High attention to detail and accuracy
• Positive, team-oriented attitude

Education and Experience:

• Bachelor's Degree preferred
• Active North Carolina Property & Casualty license required
• 5+ years of commercial insurance experience
• Designations such as CISR, CIC, or CRM are a plus