Personal and Commercial Line Account Manger

Job Description

Personal Lines Insurance Broker

• Minimum 2 years of experience in a Personal Lines Insurance Broker role (or similar personal insurance position)
• Proficiency with Applied Systems Epic (daily hands on experience required)
• Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams)
• Solid understanding of personal insurance products
• Excellent communication and customer service skills
• Strong organizational skills with the ability to manage high volumes of transactions

About the Role

We are looking for an experienced Personal Lines Insurance Broker to service and grow a portfolio of personal insurance clients. This role focuses on delivering exceptional customer service while providing tailored insurance solutions for home, auto, and personal property risks. The ideal candidate is client focused, detail oriented, and comfortable working in a fast paced brokerage environment.

Key Responsibilities

• Manage a portfolio of personal lines clients (Auto, Home, Condo, Tenant, etc.)
• Handle new business, renewals, endorsements, cancellations, and policy changes
• Assess client needs and recommend appropriate coverage solutions
• Provide clear explanations of policy terms, coverage options, and pricing
• Market risks to insurers and negotiate coverage and premiums as needed
• Maintain accurate client and policy records in the broker management system
• Respond promptly and professionally to client inquiries
• Ensure compliance with regulatory requirements and brokerage procedures

Commercial Lines Insurance Broker

Required Skills & Experience

• Minimum 5 years of experience as a Commercial Lines Insurance Broker (or equivalent commercial insurance role)
• Proficiency with Applied Systems Epic (daily, hands on use required)
• Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams
• Solid understanding of commercial insurance products (e.g., Property, Liability, Auto, Package Policies)
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities

Must Have Qualifications

• Minimum 5 years of experience as a Commercial Lines Insurance Broker (or equivalent commercial insurance role)
• Proficiency with Applied Systems Epic (daily, hands on use required)
• Strong proficiency with Microsoft 365 (Outlook, Word, Excel, Teams
• Solid understanding of commercial insurance products (e.g., Property, Liability, Auto, Package Policies)
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities

About the Role

We are seeking an experienced Commercial Lines Insurance Broker to manage and grow a portfolio of commercial clients. The successful candidate will be responsible for advising clients on risk management solutions, placing and servicing commercial policies, and delivering a high level of customer service across renewals, endorsements, and new business. This role requires strong technical insurance knowledge, excellent communication skills, and hands on experience with industry systems.

Key Responsibilities

• Manage a portfolio of commercial insurance clients across multiple industries
• Provide expert advice on coverage, risk exposure, and insurance solutions
• Handle new business, renewals, endorsements, and policy changes
• Market accounts to insurers and negotiate terms and pricing
• Prepare and present insurance proposals and renewal reviews
• Maintain accurate and up to date documentation in the broker management system
• Build and maintain strong relationships with clients and carrier partners
• Ensure compliance with regulatory and company standards