CS
Circle Strategies, Inc.
Commercial Lines Account Manager
Framingham, USVor OrtUnbefristetVollzeit
Veröffentlicht am 29. Sept. 2026
Diese Stelle wird in EN ausgeschrieben
Commercial Lines Account Manager
Integrated Insurance Solutions | Framingham, Massachusetts
What You Will Do
As a Commercial Lines Account Manager, you will serve as a trusted point of contact for IIS clients and work closely with producers, carriers, and the rest of our service team.
- Manage and develop relationships with an established book of commercial clients.
- Partner with producers to onboard and service new accounts.
- Coordinate the renewal process, including gathering information, reviewing coverage needs, preparing submissions, and working with carriers.
- Review policies and coverage to help ensure accuracy and identify potential gaps or changing client needs.
- Respond to client questions and service requests accurately and promptly.
- Work with insurance carriers and underwriters to resolve coverage, pricing, and service issues.
- Support clients with endorsements, certificates, claims questions, and other ongoing insurance needs.
- Maintain accurate and complete account information within the agency management system.
- Identify opportunities to strengthen client relationships and expand coverage where appropriate.
Requirements
Required qualifications include:
- At least three years of commercial lines experience within an insurance agency.
- Strong knowledge of commercial insurance coverage and terminology.
- Experience managing client relationships and providing excellent customer service.
- Strong written and verbal communication skills.
- Excellent organization and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Ability to work independently while being an effective member of a team.
- Working knowledge of Microsoft Office and commercial insurance rating systems.
- Experience with Applied EPIC or a comparable agency management system.
Preferred qualifications include:
- Exposure to professional lines.
- An active Massachusetts Property & Casualty license is preferred.
- A sense of urgency is important. A sense of humor helps too.
Benefits
We want our employees to build careers here, too.
IIS offers:
- Competitive compensation and bonus opportunities.
- Comprehensive employee benefits.
- 401(k) retirement plan.
- Tuition reimbursement.
- Support for professional development and industry certifications.
- Year-round business casual environment.
- Free parking.
- Opportunities for professional growth and advancement.
Rollenübersicht
Jobart
Vollzeit
Erforderliche Kompetenzen
Commercial insurance coverage knowledge and terminologyClient relationship managementOnboarding new commercial accountsRenewal coordination and submission preparationPolicy review and coverage gap analysisWorking with carriers and underwriters to resolve coverage and pricing issuesManaging endorsements, certificates, and basic claims supportAgency management systems (Applied EPIC or comparable)Commercial insurance rating systemsMicrosoft Office (working knowledge)Written and verbal communicationOrganization, attention to detail, and multi-priority time managementIdentifying opportunities to expand client coverage / cross-sellingExposure to professional lines insuranceMassachusetts Property & Casualty license (preferred)
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