Senior Commercial Lines Account Manager - Client Growth

JD Fulwiler & Company Insurance; Portland (OR); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Growth and advancement opportunities

Collaborative team culture

Access to industry-leading carriers,技术

Job summary

JD Fulwiler & Company Insurance in Portland, OR is seeking an experienced Commercial Lines Account Manager to independently manage an established book of business and collaborate with Producers on strategic renewals and tailored coverage solutions.

The ideal candidate has 7+ years of independent agency Commercial Lines account management, strong carrier relationships, and a proven ability to sustain client partnerships through proactive service and accurate documentation.

Qualifications

• Independent agency experience required.
• Strong technical knowledge of Commercial Lines coverages.
• Experience with renewals, marketing, coverage analysis, and client relationships.
• Ability to manage an established book of business.

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

Commercial Lines

Account management

Renewals

Client relationships

Carrier submissions

Cross-selling

Tools

Applied Epic

Job description

JD Fulwiler & Company Insurance in Portland, OR is seeking an experienced Commercial Lines Account Manager to independently manage an established book of business and collaborate with Producers on strategic renewals and tailored coverage solutions.

The ideal candidate has 7+ years of independent agency Commercial Lines account management, strong carrier relationships, and a proven ability to sustain client partnerships through proactive service and accurate documentation.