Commercial Lines Account Manager (Hybrid)

Summit Bridge Partners; Beacon Falls (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Opportunities for professional development

Supportive work environment

Job summary

A family-run insurance company in Connecticut is seeking a Commercial Lines Account Manager to manage a portfolio of commercial insurance accounts. You will be pivotal in addressing clients' needs and fostering relationships while contributing to the company's growth. Ideal candidates will have 2+ years of experience in commercial insurance, strong communication skills, and an active Property & Casualty Insurance License. The position offers a competitive salary and a comprehensive benefits package.

Qualifications

• 2+ years of experience in commercial lines account management or a related insurance role.
• Strong knowledge of commercial insurance products, coverages, and underwriting processes.
• Excellent communication and interpersonal skills to effectively build client relationships.

Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Provide proactive support to clients by addressing inquiries, policy changes, and claims processes.
• Prepare and present proposals, renewals, and policy reviews to clients.

Skills

Communication skills

Client relationship management

Proficiency in Microsoft Office Suite

Education

Active Property & Casualty Insurance License

Tools

Agency management systems

Job description

Commercial Lines Account Manager (Hybrid)

About the Role

Join a dynamic and fast-paced insurance team as a Commercial Lines Account Manager. This is an exciting opportunity to be part of a multi-generational, family‑run company that is in growth mode. You will play a pivotal role in managing commercial accounts, addressing clients’ insurance needs, and fostering long‑term relationships while contributing to the company’s expansion and success.

Key Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Provide proactive support to clients by addressing inquiries, policy changes, and claims processes.
• Collaborate with producers and underwriters to design and deliver tailored insurance solutions.
• Prepare and present proposals, renewals, and policy reviews to clients.
• Identify opportunities for cross‑selling and upselling insurance products.
• Maintain accurate and detailed client records in the agency management system.

Qualifications and Experience

1. 2+ years of experience in commercial lines account management or a related insurance role.
2. Strong knowledge of commercial insurance products, coverages, and underwriting processes.
3. Excellent communication and interpersonal skills to effectively build client relationships.
4. Proficiency in agency management systems and Microsoft Office Suite.
5. Active Property & Casualty Insurance License required.

Compensation and Benefits

• Competitive salary: $60,000 - $90,000.
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Opportunities for professional development and continuing education.
• Supportive and collaborative work environment.