Commercial Lines Account Manager: Growth & Coverage

Choice Financial Group; Madison (CT); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) retirement plan

Life insurance

Paid time off

Paid holidays

Bereavement leave

Gym reimbursement

Referral bonus program

Professional growth opportunities

Job summary

Choice Financial Group is seeking a Commercial Lines Account Manager in Madison, CT to manage a portfolio of commercial clients, ensuring appropriate risk structuring, competitive pricing, and proactive service. The role blends client relationship management with technical insurance expertise and operational support to drive retention and growth.

The position emphasizes servicing, coverage analysis, policy administration, renewals, and strong collaboration with producers and carrier partners.

Qualifications

• Active Property & Casualty license.
• Experience in commercial property and casualty insurance account management.
• Excellent communication, organizational, problem-solving, and multitasking skills.

Responsibilities

• Serve as the primary point of contact for commercial clients, addressing coverage questions, service requests, and policy inquiries.
• Conduct account reviews to identify coverage gaps, emerging risks, and opportunities for improvement.
• Build and maintain strong client relationships through proactive communication and responsive service.
• Prepare, process, and review new business, renewals, endorsements, certificates, and cancellations.
• Analyze client exposures and recommend appropriate coverage solutions.
• Ensure policy accuracy and compliance with agency and carrier guidelines.
• Develop renewal strategies based on client needs, market conditions, and carrier appetite.
• Market accounts, negotiate terms with carriers, and present coverage proposals to clients.
• Partner with producers to support client retention and account growth.
• Maintain accurate client records within the agency management system.
• Ensure compliance with regulatory, agency, and carrier requirements.
• Track policy activity, deadlines, and outstanding items to ensure timely completion.
• Collaborate with producers, account executives, and service teams to deliver seamless client service.
• Support client onboarding, account transitions, and agency initiatives.

Skills

Property & Casualty license

Commercial P&C experience

Communication skills

Organizational skills

Multitasking

Negotiation

Job description

Choice Financial Group is seeking a Commercial Lines Account Manager in Madison, CT to manage a portfolio of commercial clients, ensuring appropriate risk structuring, competitive pricing, and proactive service. The role blends client relationship management with technical insurance expertise and operational support to drive retention and growth.

The position emphasizes servicing, coverage analysis, policy administration, renewals, and strong collaboration with producers and carrier partners.