Job Description

Commercial Lines Account Manager

Reports To: Sam Isner, Operations Manager

Job Classification: full-time (40 hours weekly), non-exempt

Starting Annual Compensation: $55,000-60,000

Primary Role:

Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:

  • Marketing & placement of CL new business and renewal accounts
  • Maintaining a high level of client service and satisfaction on assigned accounts
  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

Qualifications & Education

  • Ohio Property & Casualty licenses
  • Minimum 3 years insurance brokerage or equivalent experience
  • Completion of CISR or ACSR designation; currently enrolled in ARM, AU, or CPCU program
  • Two-year associate college degree required; four-year college degree preferred
  • Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
  • Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
  • Experience and expertise in operating in electronic environment; excellent automation skills, including AMS, Outlook, Word, Excel, writable software, e-signature, file-sharing software, carrier proprietary systems, and phone system
  • Familiarity with risk assessment and risk management techniques
  • Excellent time management, organizational and verbal and written communication skills
  • High degree of self-motivation and self-direction


  • Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
  • Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer
  • Maintain AMS client files and ensure proper documentation, by processing all policies, endorsement changes, audits, invoices, E&S binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
  • Maintain control of renewal expiration lists and aged receivables in accordance with agency guidelines
  • Respond to client inquiries, company requests, and all incoming communications in accordance with agency guidelines
  • Review all items to be processed, to ensure items were received as ordered
  • Prepare billing as applicable, following agency’s credit and collections policies
  • Participate in courses for insurance/sales skills
  • Maintain current knowledge of carrier underwriting requirements
  • Remain current with industry trends by reading appropriate journals and company bulletins
  • Participate in any special projects at management’s request

If you would like to apply for this position:

  1. Email your resume to
  2. Once you have emailed your resume, let Sam know you’ve applied by texting him at (614)362-1342