Commercial Lines Account Manager - Summit Bridge Partners

Commercial Lines Account Manager

Danvers, Massachusetts Insurance Agency

Join a mid-sized, independent insurance agency in the Danvers, MA area that blends professional structure with a family-oriented culture. This agency boasts a knowledgeable team, modern facilities, and a client-focused approach, fostering an environment that values education, professional growth, and collaboration.

They are seeking a Commercial Lines Account Manager to join their team full-time. In this role, you’ll manage a generalist book of business, with accounts ranging from small business to middle market accounts and you’ll collaborate with an extensive carrier network to deliver tailored

solutions to clients.

Why Work Here:

• Professionally structured yet family-friendly atmosphere.
• Emphasis on growth, education, and earning designations.
• Modern workspace with a new building and outdoor patio.
• Supportive, knowledgeable team with a focus on teamwork and multitasking.

Key Responsibilities:

• Daily Client Interaction: Serve as the primary contact for clients, ensuring their needs are met efficiently and professionally.
• New Business: Collect client information, complete ACORD forms, market, quote, and process policies.
• Renewals: Handle marketing, processing, renewal letters, and summaries of insurance.
• Endorsements: Process changes to policies accurately and promptly.
• Account Rounding & Cross-Selling: Identify opportunities to expand client coverage.
• Coverage Recommendations: Provide expert advice to meet client needs.
• Billing: Assist clients with payment inquiries and transactions.
• Claims: Facilitate and support clients through the claims process.
• Certificates of Insurance: Prepare and deliver accurate certificates.

Administrative Expectations:

• Maintain client files with accuracy and consistency.
• Document interactions and transactions thoroughly.
• Adhere to agency procedures, standards, and timelines.

Qualifications:

• Bachelor’s degree or equivalent experience.
• Minimum of 3 years of Commercial Lines experience managing small to medium-sized accounts is ideal.
• Familiarity with AMS360 is a plus.
• Current Property & Casualty license or willingness to obtain within an agreed timeframe.
• Strong computer proficiency, communication skills, and relationship-building abilities.
• A collaborative, team-oriented mindset.

Compensation:

• Salary: $65,000 to $80,000, depending on background and experience.

Why Join Us?

We offer a dynamic and supportive work environment where your expertise and dedication will be valued. You’ll have the opportunity to work with a knowledgeable team, provide exceptional service to a diverse client base, and leverage an extensive carrier network to meet client needs.

If you’re a driven insurance professional looking to take the next step in your career, we encourage you to apply.

We look forward to hearing from you!