Insurance Commercial Lines Account Manager

Jobtailor; Moore (OK); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking an experienced Commercial Lines Insurance Account Manager to service a portfolio in Oklahoma. You will manage client relationships, process endorsements, billing, and policy transactions while supporting producers and the claims team.

The role requires 3–7 years of Commercial Lines experience, an active Oklahoma/TX P&C license, and proficiency with Applied Epic and Microsoft Office.

Qualifications

• High school diploma or GED required.
• 3-7 years Commercial Lines insurance account management experience.
• Oklahoma and TX Property & Casualty Insurance License required.
• Proficiency with Applied Epic and Microsoft Office.
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable.

Responsibilities

• Serve a commercial lines book of business and build client relationships.
• Process endorsements, billing/payments, and policy transactions.
• Assist the Claims Coordinator when needed.
• Prepare new and renewal submissions and proposals for Producers.
• Issue certificates, auto ID cards, and binders; manage cancellations and audits.

Skills

Commercial Lines Account Mgmt

Client Relationship Mgmt

Applied Epic Proficiency

CISR

CIC

AINS

AAI

CRM

Education

High School Diploma or GED

Oklahoma & TX P&C License

Tools

Applied Epic

Microsoft Office

Insurance Carrier Websites

Job description

• Service a commercial lines book of business
• Build and solidify relationships with existing clients through ongoing customer care
• Handle endorsements, billing/payments, finance agreements, and policy transactions
• Assist the Claims Coordinator when needed
• Create new and renewal business submissions
• Create letters, order loss runs, and obtain/order experience modifiers
• Gather and help complete supplemental applications and supporting documentation
• Issue certificates, evidence of insurance, auto ID cards, and binders
• Process and mail policies
• Create proposals for Producers
• Track and process cancellations and audits
• Issue and process bonds
• Lead the renewal process in partnership with the Production team
• Support one or more Producers and serve as first line of contact when the Producer is unavailable
• Remarket accounts when necessary
• Perform account rounding for existing Commercial Lines business
• Complete rating and comparisons
• Build carrier relationships and keep current with carrier updates and underwriting information
• Maintain complete and accurate client and policy data and documents within operating systems

Requirements

• High School Diploma or GED equivalent
• 3-7 years Commercial Lines insurance account management experience is required
• Oklahoma and TX Property & Casualty Insurance License
• Thorough knowledge of commercial lines coverages and markets
• Experience with handling large, complex risks
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable
• Proficient in PC operating systems - Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites

Core Competencies

Demonstrates expertise in Commercial Lines Insurance Account Management, including client relationship building, policy transactions, and compliance with insurance regulations. Proficient in managing complex risks and maintaining accurate client data within operating systems.

Highest-signal resume keywords

• Commercial Lines Insurance Account Management
• Oklahoma and TX Property & Casualty Insurance License
• Applied Epic Proficiency
• CISR, CIC, AINS, AAI, ARM, CRM, or CPCU Designations
• Client Relationship Management

Hard Skills

• Policy Transactions
• Endorsements Handling
• Billing and Payments Management
• Claims Coordination
• Supplemental Applications Completion
• Rating and Comparisons
• Account Rounding
• Cancellations and Audits Processing
• Bonds Issuance and Processing
• Proposal Creation

Soft Skills

• Customer Care
• Relationship Building
• Communication
• Collaboration
• Problem Solving

Certifications & Qualifications

• High School Diploma or GED
• Oklahoma and TX Property & Casualty Insurance License
• CISR
• CIC
• AINS
• AAI
• ARM
• CRM
• CPCU

Industry Keywords

• Commercial Lines
• Insurance
• Risk Management
• Underwriting
• Client Data Management

Tools & Technologies

• Microsoft Office
• Applied Epic
• Insurance Carrier Websites