Commercial Lines Account Manager (Large Lines-Remote in NY only)

Jobot; Buffalo (NY); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Commercial Lines Account Manager specializing in large lines, with remote work available in New York. The role involves managing a book of business, conducting client consultations, and building strong relationships with clients and carriers. Ideal candidates will have a strong background in insurance and excellent communication skills.

Qualifications

• Minimum 3 years’ experience in insurance customer service or account management.
• Experience with large lines of commercial insurance.

Responsibilities

• Manage a designated book of large lines business, including policy renewals.
• Conduct consultative discussions with commercial clients to assess needs.

Skills

Organizational Skills

Communication Skills

Customer Service Mindset

Education

Active Property & Casualty License

Tools

Microsoft Office

Applied/EPIC

Job description

Commercial Lines Account Manager (Large Lines-Remote in NY only)

This role is for a Commercial Lines Account Manager specializing in large lines, with remote work in NY only.

Job Details

Manage a designated book of large lines business, including policy renewals, coverage summaries, binders, certificates, proposals, and insurance documents.

Conduct consultative discussions with commercial clients to assess needs and deliver tailored insurance solutions.

Build and maintain strong relationships with clients and insurance carriers.

Obtain renewal quotes, process renewals, and handle cancellations or non-renewals as needed.

Prepare marketing submissions for existing accounts.

Additional Responsibilities

Identify cross-selling and up-selling opportunities.

Support team and agency growth through miscellaneous tasks.

Qualifications

• Minimum 3 years’ experience in insurance customer service or account management.
• Experience with large lines of commercial insurance.
• Active Property & Casualty License (all lines).
• Proficiency in Microsoft Office; experience with Applied/EPIC preferred.
• Strong organizational and communication skills.
• Positive attitude, resilience, and customer service mindset.