Job Description

A leading independent insurance brokerage is seeking an experienced Commercial Lines Account Manager to join their team. In this high-impact role, you will independently manage a portfolio of commercial accounts, supporting experienced commercial producers. You will oversee a structured, proactive 120-day renewal cycle, navigate complex policy terms, and deliver outstanding risk management and service to commercial clients.

This position offers strong hybrid flexibility, competitive compensation, and a clear path for professional growth within a tech-forward yet tradition-respecting brokerage.

Key Responsibilities

• Portfolio Management: Oversee a dedicated book of commercial accounts, ensuring accuracy, proper coverage structures, and seamless account servicing.

• Proactive Renewal Management: Execute a structured 120-day pre-renewal process, analyzing loss runs, gathering updated risk details, and negotiating with markets/underwriters.

• Producer Collaboration: Act as the primary technical support and account partner for commercial producers, efficiently handling mid-term changes, endorsements, and renewals.

• Market Negotiation & Placement: Work directly with carrier underwriters and internal MGA channels to market, quote, and remarket commercial risks as needed.

• Modern Workflow & Tech Utilization: Utilize Applied EPIC and modern productivity tools to optimize account workflows, maintain accurate documentation, and enhance day-to-day productivity.

Requirements & Qualifications

• Licensing: Active RIBO license in good standing (Required).

• Experience: Minimum of 3 years of prior Commercial Lines account management experience.

• Technical Proficiency:

  • Proficiency with Applied EPIC (or similar Broker Management System).

  • High level of comfort using modern tech, software, or AI productivity tools to streamline workflows.

  • Strong understanding of commercial coverage structures, liability, property, and risk exposures.

• Interpersonal Skills:

  • Flawless verbal and written English communication skills.

  • Strong interpersonal adaptability with the ability to build seamless, productive working relationships with experienced producers and traditional clients.

  • Exceptional time management, organizational skills, and acute attention to detail to catch unique account nuances.

Why Join Us? (Benefits)

• Compensation: 💰 Competitive salary commensurate with experience + discretionary annual bonus based on performance.

• Work-Life Balance:

  • Hybrid Flexibility: 2–3 days work-from-home options available.

  • Minimum 3 weeks paid vacation + 5 paid wellness days.

  • High organizational flexibility for personal and family needs.

  • Birthday off each year.

• Health & Wellness:

  • Comprehensive drug and health benefits.

  • $2,000 Health Spending Account (HSA) with rollover option.

  • $200 annual wellness benefit.

• Professional Environment: Supportive culture blending strong market clout and carrier relationships with an agile, forward-thinking management team.

Additional Information:

• Hours: Standard full-time office hours (35 hours/week).

• Broker Management System: Applied EPIC.