Commercial Lines Insurance Account Manager

SDI Staffing; Kansas City (MO); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Full benefits package

Job summary

SDI Staffing is seeking a Commercial Lines Insurance Account Manager for an insurance agency in Kansas City, MO. The role offers a hybrid schedule (2 days remote) after training in-office and focuses on managing a portfolio of Commercial Lines accounts with revenues of about $3–$5M.

You will work with producers to provide exceptional service, process endorsements, renewals, and changes, and develop tailored insurance programs for clients.

Qualifications

• Minimum 2–5 years’ experience as a CL Account Manager in an independent agency.
• Active Missouri or Kansas Property/Casualty license.
• Strong customer service and account management skills.
• Proficient with MS Excel, Word, and Outlook.
• EPIC experience is a plus.

Responsibilities

• Manage a book of Commercial Lines accounts from new business through renewal; approximately $3–$5M in revenue.
• Process endorsements, policy changes, certificates, audits, and cancellations.
• Market new and renewal business as needed.
• Build and maintain strong client and carrier relationships.
• Work closely with producers to provide exceptional customer service.
• Ensure accurate and timely account documentation and follow-up.
• Will be working with larger, more complex commercial accounts.
• Collaborate with producers to develop and sell insurance programs.

Skills

Commercial lines

Account management

Customer service

Microsoft Excel

Communication

Education

Property/Casualty license (Missouri or Kansas)

Tools

EPIC software

Job description

Commercial Lines Insurance Account Manager needed for an Insurance Agency located in Kansas City, MO.

What's in it for you?

• Hybrid schedule (2 days remote) will be considered after training in office.
• This is a very family-oriented agency; flexibility is offered!
• No micromanaging agency!
• Fridays, the office closes at 3:30 for an office happy hour!
• Quarterly team events; the office closes on this day so everyone can have a good time!

HOURS

Monday – Friday; 8:00 am – 4:30 pm (37.5 hour work week)

DURATION

Direct Hire

WORKPLACE

Hybrid Remote (2 days remote) will be considered after training in-office.

PAY

Depending on experience, $65,000 - $80,000 per year.

BENEFITS

• This client offers a full comprehensive benefits package.

Job Duties

• Manage a book of Commercial Lines accounts from new business through renewal; approximately $3–$5M in revenue.
• Process endorsements, policy changes, certificates, audits, and cancellations.
• Market new and renewal business as needed.
• Build and maintain strong client and carrier relationships.
• Work closely with producers to provide exceptional customer service.
• Ensure accurate and timely account documentation and follow-up.
• Will be working with Larger, more complex commercial accounts.
• The individual will collaborate closely with producers to develop and sell insurance programs. A significant part of this role involves being a proactive and service-oriented point of contact for clients, ensuring their complex insurance needs are addressed with tailored solutions.
• Other duties as required and requested.

Requirements

• Minimum of 2-5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
• The qualified candidate must hold an active Missouri or Kansas Property/Casualty license.
• Strong customer service and account management skills
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience a plus, but not mandatory.