Commercial Lines Insurance Account Manager

JD Fulwiler & Co.; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Professional development

Comprehensive benefits

Job summary

JD Fulwiler & Co. in Portland seeks a Commercial Lines Account Manager to independently manage an established book of business and partner with Producers on client solutions.

You will handle renewals, marketing, coverage analysis, and cross-sell opportunities while delivering exceptional service and maintaining strong client relationships. A minimum of five years in Commercial Lines at an independent agency and Applied Epic experience are required.

Qualifications

• Five or more years of Commercial Lines account management experience in an independent agency.
• Strong technical knowledge of Commercial Lines coverages and renewals.

Responsibilities

• Independently manage an assigned book of Commercial Lines accounts.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Partner with Producers on renewal strategy, marketing, account retention, and account rounding.
• Prepare marketing submissions, review carrier quotations, and recommend appropriate coverage solutions.
• Coordinate renewals, endorsements, certificates, audits, and other account servicing activities.
• Serve as the primary service contact for assigned clients, carriers, and internal team members.
• Maintain complete and accurate documentation in Applied Epic.
• Identify opportunities for cross-selling and strengthening client relationships.
• Stay current on carrier appetite, coverage changes, and industry trends.
• Mentor and support less experienced team members as needed.

Skills

Client relationships

Renewals

Communication

Mentoring

Tools

Applied Epic

Agency management software

Microsoft Outlook

Excel

Word

Job description

Description

Are you an experienced Commercial Lines insurance professional who enjoys building strong client relationships and managing complex accounts? Join our team as a Commercial Lines Account Manager, where you'll independently manage an established book of business while partnering with Producers to deliver exceptional service and customized insurance solutions.

We're looking for a seasoned insurance professional with independent agency experience, strong technical knowledge of Commercial Lines coverages, and the ability to confidently manage renewals, marketing, coverage analysis, and client relationships. This is an opportunity to join a collaborative team where your experience, judgment, and commitment to client service will make an immediate impact.

Five (5) or more years of Commercial Lines account management experience with an independent insurance agency and multiple insurance carriers required.

What We Offer:

• Competitive compensation
• Growth and advancement opportunities
• Ongoing professional development
• A collaborative, team-oriented culture that values your experience and contributions
• Access to industry-leading carriers, technology, and resources
• Comprehensive benefits package.

Take the next step in your career with us and experience the difference of working in a company that values its people as much as its clients!

Responsibilities:

• Independently manage an assigned book of Commercial Lines accounts.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Partner with Producers on renewal strategy, marketing, account retention, and account rounding.
• Prepare marketing submissions, review carrier quotations, and recommend appropriate coverage solutions.
• Coordinate renewals, endorsements, certificates, audits, and other account servicing activities.
• Serve as the primary service contact for assigned clients, carriers, and internal team members.
• Maintain complete and accurate documentation in Applied Epic.
• Identify opportunities for cross-selling and strengthening client relationships.
• Stay current on carrier appetite, coverage changes, and industry trends.
• Mentor and support less experienced team members as needed.

If you're looking for an opportunity where your Commercial Lines expertise is valued and you can make a meaningful impact while working alongside an experienced and supportive team, we'd love to hear from you.

Requirements

Minimum of 5 years of Commercial Lines account management experience in an independent insurance agency.

• Property & Casualty Insurance License Required.
• Applied Epic experience preferred.
• Experience with Commercial Lines coverages.
• Independent Agency experience preferred.
• Strong computer and technical skills, including agency management software experience. Applied/EPIC preferred.
• Knowledge of Microsoft Outlook, Excel, Word, and related software.
• Excellent written and verbal communication skills.