ACCOUNT MANAGER - MID-LARGE COMMERCIAL LINES
Sales & Business Development
Posted on Oct 8, 2026
ACCOUNT MANAGER – MID-LARGE COMMERCIAL LINES Position Summary:Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention. Essential Functions:- Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.- Direct pro-active communication with clients- Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling- Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts- Provide direction and oversight to Technical Assistants working on behalf of assigned clients- Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts- Coordinate change requests and modify policies as appropriate or as requested- Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage- Record, report and service assigned clients’ claims and losses, or refer clients to Claims department- Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed. Experience/Skills:- Five years of commercial lines insurance experience- Active 2-20 Property & Casualty Insurance License- EPIC experience a plus