Insurance Commercial Lines Account Manager

Job DescriptionJob Description

Summary
United Insurance Group is an award-winning, family-owned and operated independent insurance agency that has been serving Connecticut since 1973. Representing over 20 top-rated carriers, we pride ourselves on providing exceptional, client-focused service and expert risk management solutions to businesses across the state.

We are actively seeking a dedicated and experienced Commercial Lines Account Manager to join our team. If you value transparency, trust, and delivering customized insurance solutions with integrity, this is an opportunity to grow your career with a respected agency recognized for its excellence in customer service and professional standards.

Position Overview
The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention. Essential functions of the position include aiding clients with service needs and making changes to existing accounts. Partnering with Agency Producers on account renewal strategies, re-marketing and issuing policies. Building effective long-term relationships with client stakeholders and carrier underwriters. Below is a summary of the primary responsibilities and duties for this job, specific activities may change from time to time.

Primary Responsibilities & Duties

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Partner with Agency Producers to assemble, market and place coverage for new clients.
• Assist existing clients in making coverage changes; Attend to client’s needs by producing binders, certificates, policies, endorsements, and other related items. Using each interaction with the client as an opportunity to deliver attentive, well thought out and timely service.
• Assist clients in submitting first reports of claims; Ensuring prompt response from carrier staff and following up on claims status to keep insureds informed.
• Review policy audits; Verify accuracy and facilitate corrections, as needed, between client and carrier. Update and maintain documentation in Agency management system.
• Prepare renewal proposals and complete applications in coordination with Producers; Prior to renewal, contact clients to verify account details, prepare summaries of insurance, schedules etc. Create renewal proposals and handle other renewal activities (i.e. updating Acord applications, requesting & processing loss runs, submitting applications to carriers, issuing policies, facilitating payment etc.)
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise, as opportunities occur.

Qualifications

• Property & Casualty License is required
• Minimum 2 years’ experience working in the Insurance or Financial Services Industries
• Strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point). EZ Lynx or similar agency management software experience,
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Pleasant and friendly personality, focused on customer needs
• Ability to remain calm under pressure; maintaining a professional demeanor and positive attitude
• Attention to detail, thorough and accurate
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance

Characteristics For Success in This Role

Excellent Communication Skills | The ability to clearly and professionally communicate with customers, helping them understand complex insurance policies and guiding them through processes such as claims, coverage changes, and billing inquiries. Collaborating well with Agency team members, ensuring a smooth flow of information and consistent service delivery.

Empathy and Customer-Focused Mindset | Genuine care for customers and understanding that many interactions may happen during stressful or emotional times. Approaching each conversation with patience, empathy, and a desire to resolve issues efficiently while maintaining a positive and reassuring tone.

Strong Attention to Detail and Accuracy | In the insurance industry, accuracy is critical. Taking pride in being detail-oriented, whether it’s reviewing policy information, processing claims, or updating customer records. This not only ensures compliance but also builds trust with customers by delivering reliable service.

Benefits

• Competitive salary based on experience
• Ability to earn commission pay
• 401(k) matching
• Health Insurance, Dental Insurance, Vision Insurance
• Paid Time Off/Paid Holidays
• Bonus pay based on individual/Agency performance

Job Type: Full-time

Experience: Insurance or Financial Services industries: 2 years (Required)

License/Certification: Property & Casualty License (Required)

Work Location: In person