Commercial Lines Account Manager
Full Time • Raleigh
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k)
- Competitive salary
- Health insurance
Join our team! Creekside Insurance is hiring an experienced Commercial Lines Account Manager to support our growing commercial insurance division in Raleigh, NC. This role is ideal for someone who understands independent agency operations, can handle renewal workflows, communicate confidently with clients and carriers, and keep files clean, documented and moving.
KEY RESPONSIBILITIES:
* Manage day to day service for commercial lines clients, including endorsements, certificates, audits, renewals, billing questions, carrier follow up and policy documentation.
* Run and manage upcoming renewal workflows, including reviewing expiring policies, requesting updates, comparing current year policies to prior year policies, identifying missing coverages, assets, named insureds, additional insureds, exclusions, endorsements or other discrepancies.
* Support producers with submissions, applications, supplemental forms, loss runs, proposals, remarketing and renewal strategy.
* Maintain clear documentation in the agency management system and make sure emails, notes, attachments, next steps are associated with correct client file/policy.
* Communicate professionally with business owners, carrier underwriters, wholesalers, finance companies and internal team members.
* Help Creekside build a higher standard commercial servicing model with disciplined workflows and strong E&O prevention habits.
REQUIRED EXPERIENCE:
* NC Property & Casualty license.
* Minimum of 5 years Commercial lines insurance agency experience preferred.
* Strong understand of BOP, package, GL, commercial auto, workers compensation, umbrella, inland marine, builders risk and related commercial coverages.
* Experience supporting middle market accounts, contractors, real estate, hospitality, professional services or other commercial business classes.
* Experience with QQ Catalyst, Agency Zoom, Vertafore, Applied Epic, AMS360, or similar systems is helpful.
IDEAL CANDIDATE:
* Organized, steady and accountable.
* Comfortable managing a book of business.
* Strong documentation habits.
* Professional client communication.
* Knows when to escalate coverage issues.
* Wants to grow with a high standard agency.
* Must reside in the Raleigh, NC area.
COMPENSATION:
* Competitive base salary, based on experience. Expected range $70,000-$85,000 for the right candidate.
* Potential performance/retention bonus.
* Healthcare and 401K Benefits.
Qualified candidates please submit resume to csortini@creekside-ins.com!
HOME | Creekside Insurance
KEY RESPONSIBILITIES:
* Manage day to day service for commercial lines clients, including endorsements, certificates, audits, renewals, billing questions, carrier follow up and policy documentation.
* Run and manage upcoming renewal workflows, including reviewing expiring policies, requesting updates, comparing current year policies to prior year policies, identifying missing coverages, assets, named insureds, additional insureds, exclusions, endorsements or other discrepancies.
* Support producers with submissions, applications, supplemental forms, loss runs, proposals, remarketing and renewal strategy.
* Maintain clear documentation in the agency management system and make sure emails, notes, attachments, next steps are associated with correct client file/policy.
* Communicate professionally with business owners, carrier underwriters, wholesalers, finance companies and internal team members.
* Help Creekside build a higher standard commercial servicing model with disciplined workflows and strong E&O prevention habits.
REQUIRED EXPERIENCE:
* NC Property & Casualty license.
* Minimum of 5 years Commercial lines insurance agency experience preferred.
* Strong understand of BOP, package, GL, commercial auto, workers compensation, umbrella, inland marine, builders risk and related commercial coverages.
* Experience supporting middle market accounts, contractors, real estate, hospitality, professional services or other commercial business classes.
* Experience with QQ Catalyst, Agency Zoom, Vertafore, Applied Epic, AMS360, or similar systems is helpful.
IDEAL CANDIDATE:
* Organized, steady and accountable.
* Comfortable managing a book of business.
* Strong documentation habits.
* Professional client communication.
* Knows when to escalate coverage issues.
* Wants to grow with a high standard agency.
* Must reside in the Raleigh, NC area.
COMPENSATION:
* Competitive base salary, based on experience. Expected range $70,000-$85,000 for the right candidate.
* Potential performance/retention bonus.
* Healthcare and 401K Benefits.
Qualified candidates please submit resume to csortini@creekside-ins.com!
HOME | Creekside Insurance
Compensation: $70,000.00 - $85,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)