Commercial Lines Account Manager — Growth & Retention

Kaplan-Insurance-Agency,-Inc.; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

Job summary

Kaplan-Insurance-Agency, Inc. is seeking an experienced Commercial Lines Account Manager to oversee client relationships, renewals, and adverse underwriting tasks within a fast-paced independent agency environment.

You will collaborate with producers and underwriters to support business growth and retention while delivering excellent client service. The position requires at least 2 years in a Commercial Lines role, professional demeanor, and the ability to work both independently and in a team.

Qualifications

• Minimum 2 years experience as Commercial Lines Account Manager at independent agency.
• Insurance designations CIC, CPRM, CPCU preferred.
• Professional appearance and office etiquette.
• Ability to be self directed and also work in team setting.

Responsibilities

• Building and maintaining relationships with clients to achieve high retention and loyalty.
• Maintain positive relationships with agents and underwriters.
• Review and manage policy renewals for existing customers with attention to detail.
• Create accurate certificates of insurance and process policy changes.
• Follow underwriting, rating and compliance requirements; resolve issues for clients.

Skills

Client relations

Policy renewals

Communication

Multi-tasking

Education

CIC/CPRM/CPCU preferred

Job description

Kaplan-Insurance-Agency, Inc. is seeking an experienced Commercial Lines Account Manager to oversee client relationships, renewals, and adverse underwriting tasks within a fast-paced independent agency environment.

You will collaborate with producers and underwriters to support business growth and retention while delivering excellent client service. The position requires at least 2 years in a Commercial Lines role, professional demeanor, and the ability to work both independently and in a team.