Levelociti
Commercial Lines Account Manager (Charlotte)
Levelociti, Charlotte, North Carolina, United States
Job Description
Job Description
Commercial Lines Account Manager / Senior Account Manager
Location:
Charleston, SC or Charlotte, NC (Hybrid: 1–2 days per week in-office) Compensation:
$75,000 – $200,000+ (based on experience)
About the Firm We are a growing independent insurance brokerage and risk management firm with offices across the Southeast. Our team of 100+ professionals is dedicated to helping organizations protect what matters most, with expertise spanning Property & Casualty, Employee Benefits, Corporate Wellness, and Risk Management. What sets us apart is our philosophy: knowledge is the best insurance. By serving as both advisors and educators, we empower clients to make confident, informed decisions while building long-term relationships rooted in trust, service, and creative problem-solving.
The Opportunity We are seeking experienced
Commercial Lines Account Managers
and
Senior Account Managers
to join our Charleston and Charlotte offices. In this role, you’ll manage a portfolio of
large and complex middle-market to enterprise-level accounts
(average account revenue $25K–$500K+), serving as a trusted advisor to clients while collaborating with producers and internal teams to ensure the highest level of service delivery.
What You’ll Do Manage a portfolio of high-value commercial accounts, including renewals, marketing, and policy administration. Serve as a strategic partner to clients by understanding their needs and recommending tailored coverage solutions. Collaborate with producers and account executives to identify opportunities for growth and client expansion. Build and maintain strong relationships with top insurance carriers. Provide responsive, proactive client service while ensuring accurate documentation in the agency management system.
What We’re Looking For 5+ years of commercial P&C insurance account management experience (middle-market or larger preferred). Proven experience handling
large, complex accounts
($25K–$500K+ average revenue). Active Property & Casualty license required (additional designations such as CPCU, CIC, ARM are a plus). Strong technical knowledge of coverages, rating, proposals, billing, endorsements, and certificates. Excellent communication and relationship-building skills. Highly organized, detail-oriented, and capable of managing multiple priorities. Experience with AMS360 or similar agency management systems is preferred.
Compensation & Benefits Competitive salary ($75K–$200K+ depending on level of experience). Early-career Client Manager: $75K–$100K Senior-level with 15–20+ years: $175K–$220K Performance-based incentives. Comprehensive benefits package (medical, dental, vision, life, 401k + match). 4–6 weeks of PTO. Tuition reimbursement and ongoing professional development. Defined career path with significant long-term growth opportunities. Employees may be voted into Principal and Partner tracks, earning equity in the firm.
Why Join Us? Work with a
higher caliber of clients
than most regional brokerages. Enjoy the stability and independence of a fiercely independent firm. Join a culture built on knowledge, integrity, and long-term client service. Access to clear upward mobility, including the potential for equity and partnership.
Please apply today or you can send your resume to me directly:
Chuck@Levelociti.com
To view additional roles we are recruiting for, please visit:
https://levelociti.com/job -search/
Job Description
Commercial Lines Account Manager / Senior Account Manager
Location:
Charleston, SC or Charlotte, NC (Hybrid: 1–2 days per week in-office) Compensation:
$75,000 – $200,000+ (based on experience)
About the Firm We are a growing independent insurance brokerage and risk management firm with offices across the Southeast. Our team of 100+ professionals is dedicated to helping organizations protect what matters most, with expertise spanning Property & Casualty, Employee Benefits, Corporate Wellness, and Risk Management. What sets us apart is our philosophy: knowledge is the best insurance. By serving as both advisors and educators, we empower clients to make confident, informed decisions while building long-term relationships rooted in trust, service, and creative problem-solving.
The Opportunity We are seeking experienced
Commercial Lines Account Managers
and
Senior Account Managers
to join our Charleston and Charlotte offices. In this role, you’ll manage a portfolio of
large and complex middle-market to enterprise-level accounts
(average account revenue $25K–$500K+), serving as a trusted advisor to clients while collaborating with producers and internal teams to ensure the highest level of service delivery.
What You’ll Do Manage a portfolio of high-value commercial accounts, including renewals, marketing, and policy administration. Serve as a strategic partner to clients by understanding their needs and recommending tailored coverage solutions. Collaborate with producers and account executives to identify opportunities for growth and client expansion. Build and maintain strong relationships with top insurance carriers. Provide responsive, proactive client service while ensuring accurate documentation in the agency management system.
What We’re Looking For 5+ years of commercial P&C insurance account management experience (middle-market or larger preferred). Proven experience handling
large, complex accounts
($25K–$500K+ average revenue). Active Property & Casualty license required (additional designations such as CPCU, CIC, ARM are a plus). Strong technical knowledge of coverages, rating, proposals, billing, endorsements, and certificates. Excellent communication and relationship-building skills. Highly organized, detail-oriented, and capable of managing multiple priorities. Experience with AMS360 or similar agency management systems is preferred.
Compensation & Benefits Competitive salary ($75K–$200K+ depending on level of experience). Early-career Client Manager: $75K–$100K Senior-level with 15–20+ years: $175K–$220K Performance-based incentives. Comprehensive benefits package (medical, dental, vision, life, 401k + match). 4–6 weeks of PTO. Tuition reimbursement and ongoing professional development. Defined career path with significant long-term growth opportunities. Employees may be voted into Principal and Partner tracks, earning equity in the firm.
Why Join Us? Work with a
higher caliber of clients
than most regional brokerages. Enjoy the stability and independence of a fiercely independent firm. Join a culture built on knowledge, integrity, and long-term client service. Access to clear upward mobility, including the potential for equity and partnership.
Please apply today or you can send your resume to me directly:
Chuck@Levelociti.com
To view additional roles we are recruiting for, please visit:
https://levelociti.com/job -search/