Commercial Lines Account Manager

C

Creekside Insurance, LLC

Commercial Lines Account Manager

Raleigh, NC
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Competitive salary

    Health insurance

    Bonus based on performance

    Opportunity for advancement

    Training & development

    Join our team! Creekside Insurance is hiring an experienced Commercial Lines Account Manager to support our growing commercial insurance division in Raleigh, NC. This role is ideal for someone who understands independent agency operations, can handle renewal workflows, communicate confidently with clients and carriers, and keep files clean, documented and moving.

    KEY RESPONSIBILITIES:

    • Manage day to day service for commercial lines clients, including endorsements, certificates, audits, renewals, billing questions, carrier follow up and policy documentation.
    • Run and manage upcoming renewal workflows, including reviewing expiring policies, requesting updates, comparing current year policies to prior year policies, identifying missing coverages, assets, named insureds, additional insureds, exclusions, endorsements or other discrepancies.
    • Support producers with submissions, applications, supplemental forms, loss runs, proposals, remarketing and renewal strategy.
    • Maintain clear documentation in the agency management system and make sure emails, notes, attachments, next steps are associated with correct client file/policy.
    • Communicate professionally with business owners, carrier underwriters, wholesalers, finance companies and internal team members.
    • Help Creekside build a higher standard commercial servicing model with disciplined workflows and strong E&O prevention habits.

    REQUIRED EXPERIENCE:

    • NC Property & Casualty license.
    • Minimum of 5 years Commercial lines insurance agency experience preferred.
    • Strong understand of BOP, package, GL, commercial auto, workers compensation, umbrella, inland marine, builders risk and related commercial coverages.
    • Experience supporting middle market accounts, contractors, real estate, hospitality, professional services or other commercial business classes.
    • Experience with QQ Catalyst, Agency Zoom, Vertafore, Applied Epic, AMS360, or similar systems is helpful.

    IDEAL CANDIDATE:

    • Organized, steady and accountable.
    • Comfortable managing a book of business.
    • Strong documentation habits.
    • Professional client communication.
    • Knows when to escalate coverage issues.
    • Wants to grow with a high standard agency.
    • Must reside in the Raleigh, NC area.

    COMPENSATION:

    • Competitive base salary, based on experience. Expected range $70,000-$85,000 for the right candidate.
    • Potential performance/retention bonus.
    • Healthcare and 401K Benefits.

    Qualified candidates please submit resume to csortini@creekside-ins.com! HOME | Creekside Insurance

    This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.