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Commercial lines account manager vs insurance agent

The differences between commercial lines account managers and insurance agents can be seen in a few details. Each job has different responsibilities and duties. Additionally, a commercial lines account manager has an average salary of $57,372, which is higher than the $51,936 average annual salary of an insurance agent.

The top three skills for a commercial lines account manager include customer service, management system and cancellations. The most important skills for an insurance agent are customer service, insurance sales, and health insurance.

Commercial lines account manager vs insurance agent overview

Commercial Lines Account ManagerInsurance Agent
Yearly salary$57,372$51,936
Hourly rate$27.58$24.97
Growth rate6%6%
Number of jobs84,35467,977
Job satisfaction-5
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 53%
Average age4646
Years of experience--

What does a commercial lines account manager do?

A commercial lines account manager is an individual who provides quality service to clients as well as act as the daily liaison between insurance company, agent, and their clients. Commercial lines account managers are required to address various coverage issues and handle inside service work that is associated with the client's account. They must assist their clients in making appropriate coverage changes and educate them about coverage, exclusions, and exposures. Commercial lines account managers must also set up finance contracts with PFS and help negotiate rates if applicable.

What does an insurance agent do?

An insurance agent is responsible for inviting potential clients to the insurance company by offering different insurance services. Insurance agents must have a comprehensive knowledge of insurance types to provide the clients with the best insurance option in the market. The insurance agents should evaluate a client's long-term needs and financial goals to create individual packages as the insurance company allowed. An insurance agent also handles policy renewals and keeps customers' insurance files for reference.

Commercial lines account manager vs insurance agent salary

Commercial lines account managers and insurance agents have different pay scales, as shown below.

Commercial Lines Account ManagerInsurance Agent
Average salary$57,372$51,936
Salary rangeBetween $44,000 And $74,000Between $30,000 And $88,000
Highest paying CityBothell, WANew York, NY
Highest paying stateWashingtonHawaii
Best paying companyUBSZ Capital Group
Best paying industryStart-upFinance

Differences between commercial lines account manager and insurance agent education

There are a few differences between a commercial lines account manager and an insurance agent in terms of educational background:

Commercial Lines Account ManagerInsurance Agent
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 53%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Commercial lines account manager vs insurance agent demographics

Here are the differences between commercial lines account managers' and insurance agents' demographics:

Commercial Lines Account ManagerInsurance Agent
Average age4646
Gender ratioMale, 12.8% Female, 87.2%Male, 51.6% Female, 48.4%
Race ratioBlack or African American, 9.3% Unknown, 3.6% Hispanic or Latino, 15.8% Asian, 4.9% White, 66.4% American Indian and Alaska Native, 0.1%Black or African American, 9.3% Unknown, 3.6% Hispanic or Latino, 15.8% Asian, 4.9% White, 66.4% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between commercial lines account manager and insurance agent duties and responsibilities

Commercial lines account manager example responsibilities.

  • Collect, post, and manage account payments using QuickBooks financial software system.
  • Identify leads and convert opportunities in new markets for strategic business cloud base services.
  • Manage customer database in Salesforce.com.
  • Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
  • Assist with multi-line phone system.
  • Create annual budgets and cam reconciliations.
  • Show more

Insurance agent example responsibilities.

  • Used consultative upselling techniques to provide leads
  • Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
  • Follow all applicable HIPPA and privacy regulations.
  • Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
  • Identify and solicit sales prospects in agency database and in the general marketplace.
  • Develop productive business relationships with key marketplace players by identifying the right products and services.
  • Show more

Commercial lines account manager vs insurance agent skills

Common commercial lines account manager skills
  • Customer Service, 21%
  • Management System, 9%
  • Cancellations, 9%
  • Insurance Coverage, 7%
  • Client Service, 7%
  • Account Management, 6%
Common insurance agent skills
  • Customer Service, 25%
  • Insurance Sales, 8%
  • Health Insurance, 6%
  • Life Insurance Products, 6%
  • Financial Resources, 6%
  • Auto Insurance, 5%