Commercial Lines Account Manager - Small Business

Job DescriptionJob Description

Harrison Gray Search has partnered with a leading insurance firm to identify an experienced Commercial Lines Account Manager.This is a client-facing, service-driven role focused on managing and growing a book of small business commercial accounts (approximately 250 accounts).

Key Responsibilities

• Meet the insurance needs of internal teams and clients for small business accounts.
• Deliver prompt, courteous service to clients, team members, carrier, and broker partners to retain and expand the commercial lines book of business.
• Monitor monthly expiration lists and proactively follow up on all assigned accounts.
• Review existing accounts for supplemental coverage and manage renewals as appropriate.
• Maintain professional relationships with clients, co-workers, and company personnel.
• Prepare complete and accurate applications using the agency management system.
• Utilize company website portals for quoting, policy changes, and monitoring policy activities.
• Maintain up-to-date customer files (electronic and paper) in Applied/EPIC.
• Adhere to department policies and procedures, prioritizing work according to established guidelines.
• Complete various duties and special projects as assigned.

Required Qualifications

• Minimum 2 years of experience managing commercial small business accounts.
• Active Property and Casualty license and ability to meet bonding requirements.
• CISR professional designation .
• Ability to understand, review, and analyze insurance forms and policies for accuracy.
• Strong mathematical skills and ability to rate insurance policies.
• Excellent written and oral communication skills.
• Ability to work scheduled hours and additional time as needed.

Skills

• Courteous and professional telephone manner and appearance.
• Ability to multitask efficiently.
• Pleasant, client-focused personality.
• Proficiency with MS Office suite (Word, Excel).
• Self-motivated and able to work independently.
• Ability to remain calm under pressure.
• High attention to detail and accuracy.
• Strong professional work ethic.

Additional Details

• Location:In-person in Indian River, Harbor Springs, Kingsley, or Grand Rapids, Michigan.
• Hours:8:00am5:00pm MondayThursday; 8:00am4:30pm Friday (Memorial Day through Labor Day, Friday hours end at 4:00pm).
• Reporting:Reports to the Chief of Planning and Operations.
• Impact:Primary responsibility is to provide superior customer service, directly affecting client satisfaction and retention. No budgetary authority or direct reports.

Salary and Benefits

• Competitive salary
• Medical, dental, and vision plans
• Employer-paid life insurance
• Flexible Savings Account (FSA)
• Short-term and long-term
• 401K with company match
• Cell phone reimbursement
• Educational expense reimbursement
• Paid vacation, personal time, and holidays
• Possible relocation package