Summit Bridge Partners · 10 hours ago
Commercial Lines Account Manager
Red Hill, PA
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $75K/yr
1+ years expSummit Bridge Partners is seeking an experienced Commercial Lines Account Specialist / Account Manager to join their growing team. This role focuses on account management, policy servicing, renewals, and limited remarketing without direct sales responsibilities. The ideal candidate will manage small to mid-sized commercial accounts and ensure client insurance needs are met.
Staffing & Recruiting
Responsibilities
Develop and maintain strong relationships with commercial clients, ensuring their insurance needs are met
Manage all aspects of policy administration, including issuance, renewals, and endorsements
Act as the primary client contact, responding promptly to inquiries and resolving issues
Review clients’ insurance portfolios and provide recommendations to optimize coverage
Making sure that all client interactions and transactions are accurate
Conduct risk assessments and provide strategies to mitigate exposure
Collaborate with the manager and outside producers on larger accounts as needed
Prepare proposals, certificates of insurance, and supporting documentation
Qualification
Required
1–5 years of commercial lines insurance experience, preferably as an Account Manager or Commercial Lines Specialist
Experienced with all lines of commercial coverage (e.g., real estate, environmental liability, nonprofit, manufacturing, etc.)
Must hold a current PA State Insurance License
Excellent verbal and written communication skills
Strong organizational and time management abilities
Proficient in insurance software and Microsoft Office Suite
Analytical, detail-oriented, and capable of independent work in a small office setting
Benefits
Medical, Dental and Vision insurance coverage
401(k) with voluntary contributions available in year one
PTO is structured to ensure team coverage
Company
Summit Bridge Partners
Welcome to SUMMIT BRIDGE PARTNERS! We're not just another recruitment firm; we're your dedicated partner in navigating the world of talent sourcing and career advancement in Property & Casualty and Group Benefits.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase