Commercial Lines Account Manager: Client Growth & Renewals

Shepherd Insurance; Louisville (KY); On-site; USD 52,000 - 78,000; Full time

Job summary

Shepherd Insurance is a privately-owned insurance agency established in 1977 and part of a growing Midwest agency network. The Commercial Lines Account Manager will support producers in handling new and renewal commercial lines, service accounts, and market new and renewal business with carriers.

You will also assist with underwriting, client meetings, and cross-department collaboration to grow accounts. The role emphasizes accurate processing, proactive service, and professional development

Qualifications

• 2+ years of experience in a similar role.
• Licensing per state and industry requirements is required.
• Ability to understand and analyze commercial lines coverage, forms, procedures, and rating systems.
• Thorough understanding of commercial lines underwriting and coverages.
• Desire to pursue advanced insurance designations.
• Proficiency in MS Word, Excel, Outlook, Access, PowerPoint and AMS360.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to clients.
• Coordinate expirations with the producer to obtain renewal/new business information and maintain expiration control log.
• Assist in marketing new and renewal business; determine premiums, prepare proposals, and accompany the producer to client meetings.
• Check policies for accuracy in rating, typing, coverage, signatures, and generate invoices; ensure delivery to client or producer.
• Respond to client and carrier inquiries; refer to the producer when necessary.
• Maintain a suspense system to follow up on outstanding orders and overdue items.
• Perform special projects at management’s request.
• Meet with clients to discuss and handle their insurance needs.
• Keep producers informed of all important activities on their accounts.
• Assist other departments in cross selling and account rounding.

Skills

Customer service

Communication

Attention to detail

Time management

Tools

MS Word

Excel

Outlook

Access

PowerPoint

AMS360

Job description

Shepherd Insurance is a privately-owned insurance agency established in 1977 and part of a growing Midwest agency network. The Commercial Lines Account Manager will support producers in handling new and renewal commercial lines, service accounts, and market new and renewal business with carriers.

You will also assist with underwriting, client meetings, and cross-department collaboration to grow accounts. The role emphasizes accurate processing, proactive service, and professional development