Commercial Lines Account Manager

Commercial Lines CSR / Account Manager

About Us

We are a well-established, 2nd generation, family-owned independent insurance agency with a

strong commitment to exceptional customer service and a collaborative team environment. We are

currently seeking a dedicated and detail-oriented Commercial Lines Customer Service

Representative / Account Manager to join our team.

Position Overview

The Commercial Lines Customer Service Representative / Account Manager will play a critical role

in managing and servicing our commercial and personal lines accounts. This position involves

significant interaction with clients, agency management system operations, and involvement in

team initiatives. You will be responsible for administering an existing commercial book of business,

with a primary focus on small accounts and support for larger commercial accounts. Additionally,

you will contribute to our personal lines service offerings.

Key Responsibilities

• Client Interaction: Provide phone and in-person support to our current customer base,

addressing requests, processing policy changes, handling billing inquiries, and answering

general policy questions.

• Agency Management: Utilize the HawkSoft agency management system to process new

business policy declarations, renewals, policy changes, cancellations, and other related

tasks.

• Book of Business Management: Administer an existing commercial book of business,

focusing primarily on small accounts while providing support for larger commercial

accounts.

• Personal Lines Service: Offer personal lines customer service to round out commercial

client accounts and support our extensive personal lines book of business.

• Team Collaboration: Participate in regular team meetings to review new accounts, discuss

lost policies, suggest office/workflow improvements, address customer/carrier challenges,

and review recent customer claims.

Requirements

• Experience: Minimum of 2 years of experience in a similar role within the insurance

industry, with a focus on commercial lines.

• Licensing: Current and active insurance license is required.

• Technical Skills: Proficiency with agency management systems (experience with HawkSoft

is a plus). Strong computer skills, including proficiency in Microsoft Office (Word, Excel,

Outlook).

• Communication Skills: Excellent verbal and written communication skills, with the ability

to effectively interact with clients and team members.

• Customer Service: Proven ability to provide exceptional customer service and manage

client relationships.

• Organizational Skills: Strong organizational skills with attention to detail and the ability to

manage multiple tasks simultaneously.

• Problem-Solving: Ability to handle customer inquiries and issues with professionalism and

efficiency.

Future Opportunities

As a valued member of our team, you will have the potential for future advancement and the

opportunity to take on additional roles, including:

• Large Commercial Account Manager: Manage long-term clients with larger accounts by

preparing and conducting annual account reviews through phone, email, and in-person

meetings.

• Social Media Liaison: Assist the agency owner in creating and posting social media

content, and participate in web development meetings.

• Claims Liaison: Serve as the primary contact for customer claims, ensuring a positive

claims experience by coordinating with insurance company claims adjusters and providing

excellent client support.

Compensation and Benefits

This full-time position offers a competitive hourly wage, with a starting rate of $30/hr. - $35/hr.,

based on experience. Our comprehensive benefits package includes:

• Group Health Insurance: 100% of employee-only costs covered by the employer.

• Group Life & Disability Insurance: 100% covered by the employer.

• Profit-Sharing Plan: 100% employer contribution upon vesting.

• Paid Vacation: Accrued based on tenure with the agency.