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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing commercial insurance accounts, including renewals, endorsements, and client servicing, while maintaining high retention levels. Proficient in using AMS360 and other insurance technology platforms to ensure accurate documentation and efficient workflows.
Highest-signal resume keywords
Commercial Lines Insurance ExperienceActive Property & Casualty LicenseAMS360 ProficiencyClient Relationship ManagementHigh-Volume Workload Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy ServicingEndorsementsCertificatesRenewalsAuditsDocumentation SkillsAttention to DetailProposal PreparationMarket Comparison
Soft Skills
Strong CommunicationClient-Service AbilitiesOrganizational SkillsDependabilityTeam Collaboration
Tools & Technologies
AMS360EPIC
Certifications & Qualifications
Active Property & Casualty License
Industry Keywords
Small Commercial InsuranceClient RetentionService-Level ExpectationsHigh-Volume Environment
About the role
Key responsibilities & impact- Serve as the primary point of contact for assigned small commercial clients
- Manage approximately 200 commercial accounts and maintain client relationships and retention
- Handle client requests, policy changes, billing questions, certificates, endorsements, audits, and other service needs
- Manage renewals from start to finish, including gathering documentation, reviewing coverage, preparing proposals, and comparing available markets
- Process endorsements, certificates, audits, and policy changes accurately within AMS360
- Respond to client needs promptly while meeting service-level expectations and deadlines
- Maintain a minimum client and renewal retention target of 90%
- Complete service requests, endorsements, and certificates within established 24–72-hour timeframes
- Maintain accurate, complete, and up-to-date account documentation
- Monitor workload and minimize overdue items in a fast-paced, high-volume environment
- Partner with Associate Account Managers, Team Leaders, Marketing, and insurance carriers to resolve issues and maintain efficient workflows
- Communicate proactively with clients and internal partners regarding outstanding information, renewals, changes, and service issues
- Use AMS360 and other insurance technology platforms to maintain account records and manage daily workflows
- Contribute to a collaborative team environment focused on responsive service, organization, and long-term client relationships
Requirements
What you’ll need- 2–5+ years of Commercial Lines insurance experience
- Small commercial insurance experience strongly preferred
- Active Property & Casualty license required, or ability to obtain one
- Previous experience managing commercial insurance accounts from a service and account-management perspective
- Experience with AMS360 required
- Exposure to EPIC is a plus
- Strong understanding of commercial policy servicing, endorsements, certificates, renewals, audits, and client requests
- Ability to manage a high-volume workload while consistently meeting deadlines
- Highly organized and process-driven with strong attention to detail
- Excellent accuracy and documentation skills
- Strong communication and client-service abilities
- Ability to prioritize multiple accounts and competing requests in a fast-paced environment
- Responsive, dependable, and comfortable working as part of a collaborative team
- Ability to maintain strong client relationships and contribute to high retention levels
- Prior commercial insurance experience required; candidates without it will not be considered
Benefits
Comp & perks- Opportunity to grow into larger or more complex accounts
- Opportunity to progress into a Senior Account Manager position
- Opportunity to progress into a future Team Lead role
- Collaborative, team-oriented work environment
- Employee development emphasis
