As a Commercial Lines Account Manager at Bickle Insurance, you are a key client advocate and strategic advisor. You will manage complex accounts, ensure the highest level of service and retention, and play a vital role in the firm’s growth by identifying opportunities to deepen client relationships through tailored risk solutions. This role is both consultative and execution-focused, requiring deep technical knowledge and a commitment to delivering value beyond insurance. Responsibilities: 1. Strategic Client Relationship Management • Serve as the primary relationship lead for assigned clients, developing a deep understanding of their operations, risk profile, and strategic goals. • Conduct regular client reviews to anticipate future needs, assess coverage effectiveness, and ensure alignment with risk tolerance. • Maintain proactive, professional communication that builds trust and long-term loyalty. 2. Insurance Consultation & Coverage Design • Analyze client exposures and structure comprehensive insurance programs using both admitted and non-admitted markets. • Prepare and present customized insurance proposals, stewardship reports, and coverage comparisons. • Educate clients on policy language, coverage nuances, risk mitigation options, and carrier trends. 3. Renewal Management & Policy Servicing • Lead the renewal process, including marketing, negotiation, and policy placement. • Ensure all policy changes, endorsements, and renewals are executed accurately and in a timely manner. • Partner with internal teams to ensure all documentation, billing, and compliance requirements are met. 4. Claims Advocacy • Act as a client advocate during the claims process, providing strategic guidance and ensuring timely resolution. • Collaborate with claims partners and carriers to communicate updates and remove friction for the client. 5. Growth & Cross-Sell Opportunity Development • Identify and act on opportunities for coverage enhancements and additional lines of business across the Bickle Insurance portfolio (e.g., cyber, EPLI, umbrella). • Partner with producers and specialists to pursue cross-sell and up-sell opportunities. • Use internal tools and dashboards to track and achieve account growth targets. Qualifications: • Experience: Minimum 10 years in a client-facing commercial lines role (agency or carrier-side). • Licensing: Active P&C license required; multi-state licensing preferred. Technical Skills: • Expert knowledge of commercial lines products and underwriting. • ACORD form proficiency and policy review experience. • Comfortable with Salesforce (or similar CRM) and agency management systems. • Certifications: Advanced insurance designations (e.g., CIC, CPCU, ARM) preferred. Interpersonal Skills: • Excellent verbal and written communication. • Ability to manage high-stakes conversations with composure and confidence. • Strong analytical, organizational, and problem-solving skills. • Self-starter with a commitment to continuous learning. Compensation: $50,000 - $90,000 yearly

• 1. Strategic Client Relationship Management • Serve as the primary relationship lead for assigned clients, developing a deep understanding of their operations, risk profile, and strategic goals. • Conduct regular client reviews to anticipate future needs, assess coverage effectiveness, and ensure alignment with risk tolerance. • Maintain proactive, professional communication that builds trust and long-term loyalty.2. Insurance Consultation & Coverage Design • Analyze client exposures and structure comprehensive insurance programs using both admitted and non-admitted markets. • Prepare and present customized insurance proposals, stewardship reports, and coverage comparisons. • Educate clients on policy language, coverage nuances, risk mitigation options, and carrier trends.3. Renewal Management & Policy Servicing • Lead the renewal process, including marketing, negotiation, and policy placement. • Ensure all policy changes, endorsements, and renewals are executed accurately and in a timely manner. • Partner with internal teams to ensure all documentation, billing, and compliance requirements are met.4. Claims Advocacy • Act as a client advocate during the claims process, providing strategic guidance and ensuring timely resolution. • Collaborate with claims partners and carriers to communicate updates and remove friction for the client.5. Growth & Cross-Sell Opportunity Development • Identify and act on opportunities for coverage enhancements and additional lines of business across the Bickle Insurance portfolio (e.g., cyber, EPLI, umbrella). • Partner with producers and specialists to pursue cross-sell and up-sell opportunities. • Use internal tools and dashboards to track and achieve account growth targets.