Commercial Lines Account Manager

Duncan Financial Group

. Manage an assigned book of commercial insurance business and maintain client relationships and retention .

Posted 11/7/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing commercial insurance accounts, including client relationship management, policy administration, and compliance. Proficient in utilizing Applied Epic and Microsoft Office Suite to support sales strategies and enhance client service.

Highest-signal resume keywords

Commercial Insurance KnowledgeApplied Epic ProficiencyActive Property & Casualty Insurance LicenseClient Relationship ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Insurance ProductsPolicy Changes ManagementData Gathering and QuotingProposal CreationClaims Issue ResolutionRisk Exposure EvaluationClient OnboardingDocument PreparationWorkflow OrganizationTime Management

Soft Skills

Attention to DetailProblem-SolvingRelationship-BuildingInterpersonal SkillsTeam Collaboration

Tools & Technologies

Microsoft Office SuiteApplied EpicAgency Management Systems

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

Commercial Lines Account ManagerClient RetentionInsurance RegulationsClient ServiceSales Strategies

About the role

Key responsibilities & impact

Manage an assigned book of commercial insurance business and maintain client relationships and retention
Address client inquiries, policy changes, complaints, and service requests
Handle renewals, including data gathering, quoting, proposal creation, and system updates
Escalate and resolve complex issues with the department director
Track pending client requests and communicate proactively with clients and sales executives
Assist with billing and claim issue resolution
Attend training sessions, webinars, and carrier programs
Obtain prospect and client information to evaluate risk exposure and insurance needs
Coordinate preparation of quotes, proposals, and policy documents
Manage new-client onboarding, paperwork, compliance, and data entry in Applied Epic
Document new lines of business with related activities and attachments
Support sales opportunities and execute sales strategies
Prepare presentation materials for claims reviews, new business, and renewals
Participate in client and prospect meetings as needed
Manage implementation checklists and submit forms and applications to carriers
Provide insights based on customer needs and client data analysis
Attend internal and carrier meetings
Assist with Applied Epic policy cleanup projects, including premiums and commissions
Implement client contracts and support accounting, sales, and marketing efforts
Maintain knowledge of services, products, programs, and procedures
Organize workflow, update client records, manage calls and emails, and assist teammates during absences
Perform other duties as assigned

Requirements

What you’ll need

High school diploma required; Associate or Bachelor’s degree preferred
Active Property & Casualty Insurance license required
Minimum of 3 years of experience as a Commercial Lines Account Manager, or similar client-facing commercial insurance role
Strong knowledge of commercial insurance products, coverages, and industry regulations
Proficiency with Microsoft Office Suite and Applied Epic, or similar agency management systems
Excellent verbal and written communication skills with a strong commitment to client service
Exceptional attention to detail with strong organizational and analytical capabilities
Demonstrated problem-solving, relationship-building and interpersonal skills with a collaborative team-oriented approach
Effective time management skills and the ability to prioritize tasks in a fast-paced environment
Occasional travel required
Ability to pass a criminal background check, as permitted by law
Monday-Friday, 8:30am-5:00pm EST
Preference given to candidates in Eastern or Central U.S. time zones

Benefits

Comp & perks

Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays