Commercial Lines Account Manager

About the Opportunity: Summit Bridge Partners is partnering with an established independent insurance agency seeking a Commercial Lines Account Manager to join its growing team. This is an excellent opportunity for an experienced Commercial Lines professional who enjoys managing client relationships, working independently, and collaborating with a supportive team. The ideal candidate has 3–5 years of Commercial Lines experience and is interested in long-term career growth, including the potential to advance into a management position.

Key Responsibilities: Independently manage and service a Commercial Lines book of approximately $5 million in premium. Handle the full account management process, including renewals, endorsements, policy changes, and ongoing client servicing. Prepare renewal submissions, review coverage, and coordinate with insurance carriers and underwriters. Build and maintain strong client relationships while providing responsive, professional service. Manage account documentation, policy updates, and renewal timelines. Collaborate with internal support teams to ensure efficient account servicing. Identify client coverage needs and assist with policy questions and recommendations. Maintain accurate records within the agency management system.

Qualifications: 3–5 years of Commercial Lines insurance experience preferred. College education preferred. Experience working within an independent insurance agency or brokerage. Strong understanding of commercial insurance coverages, renewals, and policy servicing. Ability to manage commercial accounts independently. Excellent organizational skills and attention to detail. Strong communication and client relationship management abilities. Comfortable working independently and as part of a team. Interest in continued professional development and potential leadership opportunities.

Base Salary: $70,000–$80,000 Hybrid work schedule 100% employee medical coverage Strong overall benefits package Long-term career development and advancement opportunities Collaborative and supportive work environment Investment in technology and modern agency operations Why Consider This Opportunity? Career Growth: Join an agency that invests in developing employees, with the potential to advance into Commercial Lines management. Collaborative Culture: Work alongside experienced insurance professionals with dedicated support resources. Strong Employee Retention: Join an organization known for developing and retaining its team members. Work-Life Balance: Enjoy a hybrid schedule and a culture that values long-term employee satisfaction. Technology-Forward Environment: Work with an agency investing in technology to improve efficiency and client service. Professional Approach: Focus on delivering quality insurance advice and building lasting client relationships, not aggressive sales expectations. Interested in Learning More? If youre an experienced Commercial Lines professional looking for a stable, collaborative environment with opportunities for continued growth, wed welcome a confidential conversation.