Commercial Lines Manager

Position Summary 

The Account Manager is responsible for the day-to-day management of small to mid-sized accounts that are routine/moderately complex. The account manager should be able to manage their assigned accounts and interact with management, the claims dept, the marketing dept, and the accounting departments as part of the servicing function. 


· Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency’s renewal timeline as efficiently as possible 

· Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures  

· Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets 

· Maintain appropriate level of communication with clients  

· Be proactive and organized in the renewal process to exceed client expectations 

· Adhere to internal processes, timelines, and protocols 

· Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up 

· Check policy coverages and endorsements for accuracy 

· Verify the accuracy of Direct Billed and Agency Billed items 

· Other duties as assigned 


· Must be well-organized, with excellent math, written and oral communication skills. 

· Service oriented, team player who has attention to detail. 

· Ability to thrive in a fast-paced, proactive environment. 

· Critical thinking and good judgment to quickly determine and prioritize key issues  

· Strong technical skills for data entry, Word, and Excel a plus 

· College Degree preferred or the equivalent of 2+ years in a retail brokerage or agency. 

· Must possess Active Property & Casualty Brokers License. 

· Proficiency in AMS360 is a plus!  

Why SB One Insurance Agency

In order to protect your assets properly you need to take a proactive approach. At SB One we strive to become your trusted advisor so you can make a financial decision as to whether you want to purchase coverage or not. We are in touch with our clients, numerous times throughout the year to review your exposures and to make sure there are no surprises when it comes to protecting your assets and employees.

Mission Statement

At SB One Insurance we strive to be your trusted advisor. We meet with our clients listen to their needs and develop a program to protect their assets. Our goal is for our clients to make a financial decision about insurance and not just look at the cheapest price. We show value to our clients because we know the more value, we can show them the less price will be a factor in their decision to hire us.

Our relationships with our clients, continues to grow with our proactive approach to their insurance program. By doing this we are able to make our clients, raving fans and true advocates of our agency.

Nearest Major Market: New Jersey