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Commercial Lines Account Manager

Job Description: Provide support to customers on various types of commercial insurance policies.

Minimum Requirements:

  • High school diploma or GED
  • Minimum 3 years experience servicing Commercial Insurance
  • Property and Casualty License
  • Excellent oral and written communication skills
  • Detail oriented • Working knowledge of Microsoft office products; knowledge of AMS 360 preferred
  • Ability to maintain a high level of confidentiality
  • Ability to handle multiple tasks
  • Sales and customer service skills
  • Ability to perform the essential functions of the job with or without reasonable accommodations


Job Responsibilities:

  • Work with and provide quotes for existing customers
  • Respond to requests from third parties: loss payees, certificate holders, mortgages, etc
  • Review and coordinate all renewal policies for adequate coverage (questionnaires/drivers lists)
  • Review/explain accounting and other policy related issues
  • Maintain records in company’s information system
  • Receive claim details from customers and provide to appropriate insurance company
  • Correspond with policyholders to confirm policy changes
  • Examine letters from policyholders, original insurance applications, and other company documents to determine if changes are needed and the effects of changes to policies
  • Prepare correspondence for Producers
  • Prepare Bonds
  • Maintain required license by attending continuing education classes
  • Keep up-to-date with insurance company guidelines
  • Cross-sell 
  • Scanning
  • Other duties as assigned

We prefer you apply in person at our office, however we understand this may not be possible for everyone. If this is the case, you may apply online or download the application.

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