Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss


The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Become A Commercial Lines Account Manager

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As A Commercial Lines Account Manager

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $91,404

    Average Salary

What Does A Commercial Lines Account Manager Do At Hub International

* Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
* Handles preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
* Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
* Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
* Makes appropriate recommendations to clients in response to those changes independent of manager approval.
* Acts as liaison between clients and insurance carriers to resolve service issues.
* May also negotiate with underwriters and carriers.
* Troubleshoots claims and billing issues.
* Responsible for overall retention of accounts in assigned book of business.
* Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.
* Identifies and follows-up on cross-selling opportunities when appropriate.
* May participate in or conduct client meetings when necessary.
* Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems Ensures the accuracy of data in those systems.
* Travels on company business as required.
* Prepares reports for management as required.
* May oversee functions performed Account Representatives as required.
* Attends industry related continuing education training and courses.
* Performs other duties and projects as assigned

What Does A Commercial Lines Account Manager Do At M & T Bank

* Build and maintain relationships with existing small business Commercial Lines clients.
* Process and manage accounts in accordance with agency standards and workflows.
* Prepare coverage analysis, submissions & proposals for renewal.
* Negotiate coverage and pricing with markets.
* Maintain client files on agency management system and perform or oversee all key servicing aspects of account, to include processing renewals, endorsements, certificates, cancellations and audits.
* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
* Promote an environment that supports diversity and reflects the M&T Bank brand.
* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
* Complete other related duties as assigned.
* This position is the direct link with the customer for all their Property and Casualty needs and questions.
* The employee interacts directly with the insurance companies for placement of coverage, communicates with the Bond Department in MTIA on any Surety or D&O needs in order to summarize all insurance handled by MTIA.
* This position is the most critical link between the client and MTIA.
* None

What Does A Commercial Lines Account Manager Do At Bancorpsouth Insurance Services, Inc.

* The Commercial Lines Account Manager II is responsible for the delivery of exceptional service to our commercial property and casualty clients.
* This individual assists the senior servicing staff and/or Producer in managing the client’s exposure to risk and coordinates services for the development, retention and rounding of accounts.
* Typically reports to a department manager.
* Typically assigned to mid-sized or moderately complex clients.
* Primary Responsibilities:
* Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
* Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
* Partners with producer(s) and marketing on new/renewal business strategy including the coordination of roles and the obtaining of information.
* Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.
* Maintains accurate and up-to-date data in agency management system according to agency workflows.
* Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows.
* Verifies new and renewal policies for accuracy in rating, coverages and other relevant information.
* Inputs transactions to generate billing invoices.
* Ensures that policies are delivered and/or mailed to client in a timely manner.
* Coordinates clients’ needs with the support team regarding the issuance of binders,
* certificates and evidence of property.
* Pursues prompt client payment in coordination with the producer.
* Requests cancellations from the carrier according to agency workflows.
* Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.
* Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
* Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
* Provides guidance and direction to account associates and less experienced account managers as needed.
* Overtime work, as needed.
* Other duties as assigned

What Does A Commercial Lines Account Manager Do At Conquest Insurance Agency, Inc.

bull; Service existing accounts and develop new accounts • Remarket existing accounts at clients request or as the market environment warrants • Handle all processing with client and/or company personnel • Execute coverage analysis: notify client of coverage gaps; provide client with quotation for additional coverage's • Service existing book of Commercial Lines business, as assigned or needed • Refer all leads, other than Commercial Lines, to appropriate Department • Promote Agency to insurance industry • Keep informed of industry developments through review of trade press and by attending company-training meetings on new products • Attending classes, i.e. CISR, CIC, etc. • Review all renewals within established guidelines &bull

Show More

Show Less

How To Become A Commercial Lines Account Manager

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.


A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.


Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

Show More

Show Less

Commercial Lines Account Manager jobs

Add To My Jobs

Commercial Lines Account Manager Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

Show More

Languages Spoken

  • Spanish

  • Carrier

  • Vietnamese


Commercial Lines Account Manager

Unfortunately we don’t have enough data for this section.

Commercial Lines Account Manager Education

Commercial Lines Account Manager

Unfortunately we don’t have enough data for this section.

Job type you want
Full Time
Part Time

Top Skills for A Commercial Lines Account Manager


Show More

Top Commercial Lines Account Manager Skills

  1. Coverage Questions
  2. New Business Policies
  3. Insurance Proposals
You can check out examples of real life uses of top skills on resumes here:
  • Resolved any insurance billing issues and any coverage questions.
  • Bind and process new and renewal insurance proposals.
  • Create and review new business submissions with Producer, identify appropriate markets and submit complete submissions to Insurance Carriers.
  • Provided proactive customer service through client calls and visitation to maintain positive customer relationships.
  • Maintained database of 175 clients worth $5 million in premium and promote additional insurance products as applicable.

Top Commercial Lines Account Manager Employers

Show More

Commercial Lines Account Manager Videos

Account Manager Certification Program Overview -- AMS360

Meet Sandy Hardrath - Commercial Lines Account Manager

A Day In The Life of An Insurance Brokerage Manager