Summit Bridge Partners
Our client is seeking an Account Manager to join their growing commercial lines team. In this role, you’ll collaborate closely with Producers to service accounts for a diverse portfolio of commercial clients. This well-established, family-run agency values collaboration, innovation, and professional growth, and they’re looking for someone who shares that mindset.
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
Here’s what sets the agency apart: Family-Owned and Operated:
As they expand through growth and acquisition of other agencies, they remain proudly independent with no plans to sell to a large, national brokerage. Team-Oriented Atmosphere:
This experienced team values mutual support and collaboration. Career Growth is Encouraged:
You’ll be supported in pursuing continuing education, licensing, and advanced industry training. Evolving Culture:
Ideas and input from employees are welcomed to help build and sustain an environment where everyone feels valued. Key responsibilities include: Manage a generalist book of select to mid market commercial insurance clients, ensuring retention and growth. Provide expert advice on commercial policies, including property, liability, workers' compensation, and more. Conduct policy reviews, recommend coverage options, and handle renewals and endorsements. Resolve complex client issues and claims efficiently. Actively pursue new business opportunities and cross-sell additional products to existing clients. Build and maintain strong relationships with clients and underwriters. Stay informed on market trends, carrier appetites, and regulatory updates Qualifications: 3+ years of experience in commercial lines account management. Proven success in managing and growing client accounts. Strong knowledge of commercial insurance products and services. Excellent communication, negotiation, and problem-solving skills. Ability to work independently in a hybrid environment. Active Property & Casualty insurance license In-depth understanding of commercial property, casualty, and specialty lines Proactive, organized, and able to manage multiple timelines effectively Must have a collaborative mentality Experience with EPIC is desirable, TAM is helpful Compensation and Benefits: Competitive base salary based on experience Performance-based bonuses Comprehensive benefits package including health, dental, and retirement Ongoing professional development and training Hybrid work schedule Collaborative, supportive work culture where your expertise is valued
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
Here’s what sets the agency apart: Family-Owned and Operated:
As they expand through growth and acquisition of other agencies, they remain proudly independent with no plans to sell to a large, national brokerage. Team-Oriented Atmosphere:
This experienced team values mutual support and collaboration. Career Growth is Encouraged:
You’ll be supported in pursuing continuing education, licensing, and advanced industry training. Evolving Culture:
Ideas and input from employees are welcomed to help build and sustain an environment where everyone feels valued. Key responsibilities include: Manage a generalist book of select to mid market commercial insurance clients, ensuring retention and growth. Provide expert advice on commercial policies, including property, liability, workers' compensation, and more. Conduct policy reviews, recommend coverage options, and handle renewals and endorsements. Resolve complex client issues and claims efficiently. Actively pursue new business opportunities and cross-sell additional products to existing clients. Build and maintain strong relationships with clients and underwriters. Stay informed on market trends, carrier appetites, and regulatory updates Qualifications: 3+ years of experience in commercial lines account management. Proven success in managing and growing client accounts. Strong knowledge of commercial insurance products and services. Excellent communication, negotiation, and problem-solving skills. Ability to work independently in a hybrid environment. Active Property & Casualty insurance license In-depth understanding of commercial property, casualty, and specialty lines Proactive, organized, and able to manage multiple timelines effectively Must have a collaborative mentality Experience with EPIC is desirable, TAM is helpful Compensation and Benefits: Competitive base salary based on experience Performance-based bonuses Comprehensive benefits package including health, dental, and retirement Ongoing professional development and training Hybrid work schedule Collaborative, supportive work culture where your expertise is valued