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Community Insurance Center Linkedin · Posted 1mo ago

Commercial Lines Insurance Account Manager

Utica, New York, United States

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Indexed description

Benefits:

  • Simple IRA 3% Employer Match
  • Training & development
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance

At our core, we are a relationship‑driven independent insurance agency dedicated to excellence, innovation, and teamwork. We believe our people are our greatest asset and invest in their success. If you are a motivated professional who thrives in a fast‑paced environment and values integrity and collaboration, this role offers a meaningful career path with strong earning potential and growth prospects.

Commercial Lines Account Manager

Benefits & Perks

  • Competitive Base Salary (commensurate with proven Commercial Lines experience)
  • Retirement Plan: SIMPLE IRA with 3% employer match
  • Health & Vision Insurance: BCBS
  • Life Insurance
  • Disability Insurance: Short‑term and long‑term available
  • Paid Time Off:
    • 20 days (4 weeks) PTO
    • 72 hours Michigan Paid Sick Time annually (pre‑loaded at start date)
    • Paid holidays
    • Weekends off
  • Bonus Opportunities: Production retention and new business
  • Hybrid Work Option: Up to 2 work‑from‑home days per week (after first 90 days)
Position Details & Qualifications

  • Current Property & Casualty license required
  • Minimum 3 years of Commercial Lines customer service experience within an agency
  • Full‑Time: 37.5 hours per week
  • Office Hours: Monday–Friday, 8:00 AM – 4:30 PM
  • Strong verbal and written communication skills
  • Proficient computer skills:
    • Word and Outlook required
    • Strong typing skills required
    • Excel knowledge a plus
  • Experience with AMS360 and proposal systems preferred, but not required
  • Familiarity with carrier portals such as Accident Fund, Acuity, Auto‑Owners, Chubb, Conifer, Hanover/Citizens, Hastings, Fremont, Frankenmuth, Michigan Millers, Pioneer, Progressive, Safeco, Travelers is a plus, but not required
Key Responsibilities

  • Manage workflow and priorities to ensure timely and accurate processing
  • Maintain professional relationships with clients, carriers, vendors, and internal team members
  • Respond promptly to incoming client inquiries via phone, email, and mail
  • Issue and process binders, certificates, policies, endorsements, and related documents
  • Prepare insurance summaries, schedules, and proposals as needed
  • Coordinate renewal processing with Account Executives according to agency procedures
  • Review policies, endorsements, and audits for accuracy and request corrections when necessary
  • Invoice and follow agency collection procedures to support timely payments
  • Process cancellations and work to retain accounts when possible; notify Sales/Account Executives as appropriate
  • Assist clients with first notice of loss and follow up on claims activity per agency guidelines
  • Support marketing and placement of renewal accounts
  • Communicate with carriers and respond to correspondence in a timely manner
  • Participate in continuing education and training as requested by agency management

Commercial lines Specialties:

Restaurants, Trucking, Manufacturing, Contractors, Golf Courses, Landscaping

Qualified candidates interested in a position, Apply today to set up an interview.

Flexible work from home options available.

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