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

Jobot; Philadelphia (Philadelphia County); Remote; USD 100,000 - 125,000; Full time

Job summary

A leading insurance company is seeking a Commercial Lines Account Manager to manage large lines insurance policies remotely in New York. The role involves client relationship management, policy renewals, and providing tailored insurance solutions. Ideal candidates will have at least 3 years of experience in account management and possess a Property & Casualty License.

Qualifications

• Minimum of 3 years’ experience in insurance customer service or account management.
• Active Property & Casualty License required.
• Strong knowledge of insurance products and terminology.

Responsibilities

• Manage a portfolio of large lines insurance policies, including renewals and documentation.
• Conduct consultative discussions with clients to assess needs.
• Build and maintain strong relationships with clients and insurance carriers.

Skills

Customer Service

Communication

Organizational Skills

Attention to Detail

Resilience

Education

College Degree or Industry Designations

Tools

Microsoft Office

Applied/EPIC

Job description

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

Join us as a Commercial Lines Account Manager, focusing on large lines insurance policies, with the flexibility to work remotely in NY.

Job Details

• Location: Remote in NY
• Salary Range: $100,000 - $125,000 per year
• Employment Type: Full-time

About Us

We aim to be the partner of choice for customers, insurance carriers, and employees, built on trust and long-term relationships. Our core beliefs guide us in acting as a voice and vision for our clients.

Responsibilities

• Manage a portfolio of large lines insurance policies, including renewals, coverage summaries, binders, certificates, proposals, and documentation.
• Conduct consultative discussions with commercial clients to assess needs and provide 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 miscellaneous tasks to contribute to team and agency growth.

Qualifications

• Minimum of 3 years’ experience in insurance customer service or account management, with experience in large lines commercial insurance.
• Active Property & Casualty License (all lines).
• Strong knowledge of insurance products, terminology, and documentation.
• Proficient in Microsoft Office; experience with Applied/EPIC preferred.
• Excellent organizational skills and attention to detail.
• Professional development commitment; college degree or industry designations preferred.
• Positive attitude, resilience, and strong customer service skills.
• Effective communication skills and ability to work independently and collaboratively.

Additional Information

We are an equal opportunity employer committed to diversity and inclusion. Background checks may be performed as part of the hiring process. Qualified candidates with criminal histories will be considered in accordance with applicable laws.