Summit Bridge Partners
Commercial Lines Account Manager
Summit Bridge Partners, Fall River, Massachusetts, us, 02720
Are you looking for a stable, positive work environment where your work is appreciated and your input counts?
Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
Our client is seeking a service-driven, detail-oriented Account Manager to join their growing commercial lines team. This role involves managing and servicing select to mid-market clients with professionalism and care. At this agency, you’re not just a number, you’re part of a team that values long-term relationships, both with our clients and our employees.
Here's what sets the agency apart: Family-Owned and Operated:
leadership is local, accessible, and personally invested in your success. Growing, Not Selling:
As they expand, they remain proudly independent and have no intention of selling to a large brokerage. Career Growth is Encouraged:
They support continuing education, licensing, and professional development so you can grow with the agency. Team-Oriented Atmosphere:
You’ll work with experienced, supportive colleagues who want to see you succeed. Your Voice Matters:
Employee input is welcomed and often implemented. People Stick Around:
Team members have an above-average tenure because they love where they work, and it shows.
Key responsibilities include: Manage a book of select to mid-market commercial accounts across diverse industries Serve as the day-to-day contact for clients regarding coverage, billing, certificates, endorsements, and renewals Process policy changes, quote new business, and market accounts to carriers Prepare proposals and renewal presentations Maintain accurate client and policy data in the agency management system Communicate professionally and effectively with clients, underwriters, and team members Identify coverage gaps and recommend appropriate solutions Support Producers with client service, retention, and upselling opportunities Ensure compliance with agency and carrier guidelines
Qualifications: Active Property & Casualty insurance license (required) Minimum of 2 years’ experience working in an agency setting Familiarity with various industry risk profiles and insurance needs Strong understanding of commercial lines (e.g. GL, WC, commercial packages, BOPs, EPLI, professional lines, etc.) Familiarity with agency management systems (e.g. AMS360, Applied Epic) Strong customer service, communication, and organizational skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Ability to manage multiple tasks and deadlines efficiently Team-oriented with a proactive and positive attitude Bilingual (English/Portuguese) is a plus Experience working with multiple carriers and markets
Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
Our client is seeking a service-driven, detail-oriented Account Manager to join their growing commercial lines team. This role involves managing and servicing select to mid-market clients with professionalism and care. At this agency, you’re not just a number, you’re part of a team that values long-term relationships, both with our clients and our employees.
Here's what sets the agency apart: Family-Owned and Operated:
leadership is local, accessible, and personally invested in your success. Growing, Not Selling:
As they expand, they remain proudly independent and have no intention of selling to a large brokerage. Career Growth is Encouraged:
They support continuing education, licensing, and professional development so you can grow with the agency. Team-Oriented Atmosphere:
You’ll work with experienced, supportive colleagues who want to see you succeed. Your Voice Matters:
Employee input is welcomed and often implemented. People Stick Around:
Team members have an above-average tenure because they love where they work, and it shows.
Key responsibilities include: Manage a book of select to mid-market commercial accounts across diverse industries Serve as the day-to-day contact for clients regarding coverage, billing, certificates, endorsements, and renewals Process policy changes, quote new business, and market accounts to carriers Prepare proposals and renewal presentations Maintain accurate client and policy data in the agency management system Communicate professionally and effectively with clients, underwriters, and team members Identify coverage gaps and recommend appropriate solutions Support Producers with client service, retention, and upselling opportunities Ensure compliance with agency and carrier guidelines
Qualifications: Active Property & Casualty insurance license (required) Minimum of 2 years’ experience working in an agency setting Familiarity with various industry risk profiles and insurance needs Strong understanding of commercial lines (e.g. GL, WC, commercial packages, BOPs, EPLI, professional lines, etc.) Familiarity with agency management systems (e.g. AMS360, Applied Epic) Strong customer service, communication, and organizational skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Ability to manage multiple tasks and deadlines efficiently Team-oriented with a proactive and positive attitude Bilingual (English/Portuguese) is a plus Experience working with multiple carriers and markets