Commercial Lines Account Manager

Job Description

Job Description

About Us

Established in 1993, Roland Abbott & DeZoort Insurance is an independent insurance agency that offers a complete range of products for all your insurance and financial needs. We are here to answer your questions and put together a risk management plan that protects your needs. Our slogan is to “Protect What You Value Most”. We work hard to develop strong relationships with our clients so we can adapt to our clients’ needs as they change over time. Through diligence and hard work, Roland Abbott & DeZoort Insurance has emerged as a strong independent insurance agency not only in the Macon-Bibb area but also in the state of Georgia. We also serve clients in other states. As an independent agency we do not work for any specific carrier, we work for you. By representing over 30 insurance carriers, we are able to shop around for the best insurance to fit your needs and budget. The staff at Roland Abbott & DeZoort Insurance has a combined 80+ years worth of insurance experience and are qualified to help you with any type of insurance you may need. Whether you need personal, business insurance or financial planning insurance, we will customize a plan to suit your needs.

Commercial Lines Account Manager

Position Summary:

The Commercial Lines Account Manager is responsible for the day-to-day management and retention of a designated book of commercial business. This individual acts as the primary point of contact for clients, serving as their internal risk advisor. The goal of this role is to provide a "concierge" level of service that locks in retention, while proactively identifying gaps in coverage to cross-sell and round accounts.

Core Responsibilities:

Renewal Management (The Core Function)

• Proactive Review: Initiate the renewal process 90–120 days prior to expiration. Review current coverage against the client's evolving business operations.
• Marketing & Negotiation: Determine if the account needs to be remarketed to new carriers. Negotiate with underwriters to secure the best rates and coverage terms.
• Proposal Creation: Prepare professional renewal proposals and summaries of insurance.
• Binding: Bind coverage with carriers and ensure policies are issued accurately.

Client Service & Advisory

• Primary Contact: Serve as the first line of defense for client inquiries regarding billing, coverage questions, and problem resolution.
• Risk Analysis: Identify exposure to loss and recommend appropriate coverages (e.g., suggesting Cyber Liability to a client who only has GL).
• Audit Review: Assist clients with final audit disputes and explain audit results.

Operational Workflow

• Documentation: Maintain 100% data integrity in the agency management system (Applied Epic). Every email and conversation must be logged.
• Delegation : Effectively delegate lower-level administrative tasks (Certificates of Insurance, basic policy checking, auto ID cards) to the Assistant Account Manager/CSR team, reviewing their work for accuracy.

Producer Support

• Collaborate with Producers on new business opportunities, assisting with carrier placement and proposal preparation when needed.
• Alert Producers to major changes in a client’s business that may trigger a new sales opportunity.

Qualifications:

• Active Property & Casualty License required, or willingness to obtain license upon being hired.
• Minimum of 2 years of Commercial Lines insurance experience.
• Professional designations (CISR, CIC, CRM, or CPCU) are highly preferred.
• Strong understanding of General Liability, Property, Workers' Comp, Commercial Auto, and Umbrella forms. Knowledge of specialized lines such as Professional Liability or Cyber is a plus.
• Proficiency with Applied Epic and carrier rating platforms. Will consider experience with other agency management systems.

Hours: Monday-Friday, 9:00am-5:00pm

Office Location: 2200 Northside Crossing, Macon, GA 31210

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.