Goodwin Recruiting · 2 weeks ago
Commercial Lines Account Manager JN -012026-169477
Matthews, NC
Full-time
Hybrid
Mid, Senior Level
$55K/yr - $65K/yr
5+ years expGoodwin Recruiting is seeking a seasoned Commercial Lines Account Manager to partner closely with Producers and support the ongoing management, retention, and expansion of an established commercial insurance portfolio. This role plays a key part in delivering exceptional client service and strengthening relationships while supporting new business initiatives.
ConsultingRecruitingStaffing Agency
Responsibilities
Serve as a technical and service resource for Producers, clients, and internal teams on day-to-day policy matters
Manage renewal workflows in alignment with agency processes, coordinating closely with Producers and carriers
Assist with the preparation and submission of new business and renewal applications
Develop and deliver insurance summaries, proposals, and coverage schedules for clients and prospects
Issue and review binders, policies, certificates, and evidence of insurance, ensuring accuracy, compliance, and proper documentation
Evaluate certificate and evidence requests to confirm alignment with contractual obligations and policy terms
Coordinate policy endorsements and changes with clients, Producers, and carriers; review for accuracy and process related billing
Review carrier audits and work with carriers and clients to resolve discrepancies when identified
Respond promptly and professionally to client inquiries via phone, email, and written correspondence
Oversee billing, collections, and policy cancellations in accordance with agency guidelines
Maintain accurate and up-to-date client records within the agency management system
Participate in client and prospect meetings alongside Producers when appropriate
Contribute to additional projects and responsibilities as business needs evolve
Qualification
Required
Minimum of five years' experience in a client-facing commercial insurance role managing a book of business
Active Property & Casualty insurance license required
Solid understanding of commercial insurance products, carrier markets, and underwriting practices
Comfortable working with agency management systems; experience with Applied EPIC or similar platforms is a plus
Highly organized with the ability to manage multiple priorities in a fast-paced environment
Demonstrated ability to build and maintain strong working relationships with clients, carriers, and internal stakeholders
Commitment to continuous learning and staying current on industry developments, regulations, and coverage trends
Strong communication skills and a collaborative mindset, with the ability to support Producers and contribute to overall agency success
Preferred
Bachelor's degree preferred
Company
Goodwin Recruiting
Goodwin Recruiting is one of the top executive and management recruitment agencies nationwide.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Goodwin
President
Scott Gaba
Vice Chairman / Co-Owner
Recent News
Goodwin Recruiting
2025-11-05
2025-01-07
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