Remote Commercial Lines Account Manager

Incendia Partners; Alexandria (VA); On-site; USD 65,000 - 75,000; Full time

Job summary

Incendia Partners is seeking a Commercial Account Manager to support our Select Commercial Lines team remotely, working EST hours. You will service a portfolio of 50+ accounts with $100-250K in premium, handling coverage questions, renewals, and client needs.

The ideal candidate has 3+ years in commercial insurance account management, knowledge of coverages and policy structure, and proficiency with Applied Epic or similar systems. Strong detail orientation and multi-tasking are essential.

Qualifications

• 3+ years of experience in commercial insurance account management or servicing.
• Strong knowledge of commercial insurance coverages and policy structure.
• Experience with Applied Epic or similar agency management system.
• Proficiency in Microsoft Outlook, Excel, and Word.
• College degree preferred.
• CISR or similar insurance designation preferred.

Responsibilities

• Manage daily servicing of assigned middle market commercial accounts.
• Serve as a primary contact for client questions regarding coverage, policy changes, and service needs.
• Process endorsements, policy changes, renewals, and other policy transactions in Applied Epic or similar system.
• Issue certificates of insurance, binders, auto ID cards, and evidence of insurance.
• Prepare and support new business and renewal submissions, proposals, and presentations.
• Enter, review, and validate quotes and policy data for accuracy.
• Communicate with carriers and underwriters regarding quotes, renewals, and policy updates.
• Review policies and contracts to help identify coverage requirements or gaps.
• Assist with billing, invoicing, premium allocations, and installment processing.
• Review carrier audits and assist clients with questions or discrepancies.
• Support onboarding of new clients, including applications and system setup.
• Maintain accurate client records, proposals, and marketing files.
• Provide timely, professional responses to client inquiries

Skills

Account management

Attention to detail

Communication

Education

College degree preferred

Tools

Applied Epic

Microsoft Outlook

Excel

Word

Job description

Incendia Partners is seeking a Commercial Account Manager to support our Select Commercial Lines team remotely, working EST hours. You will service a portfolio of 50+ accounts with $100-250K in premium, handling coverage questions, renewals, and client needs.

The ideal candidate has 3+ years in commercial insurance account management, knowledge of coverages and policy structure, and proficiency with Applied Epic or similar systems. Strong detail orientation and multi-tasking are essential.