Commercial & Personal Lines Insurance Account Manager

Job Overview:

Are you a skilled insurance professional with a proven track record handling both Commercial and Personal Lines

As our Commercial & Personal Lines Insurance Account Manager, you will play a pivotal role partnering directly with the Agency Principal to manage a diverse client portfolio with precision. We are looking for a detail-oriented manager proficient in Agency Management Systems (AMS), carrier rating portals, and essential modern collaboration tools. If you excel at driving high operational standards, delivering top-tier policyholder service, and mastering dual-line account management, we would love to have you on our team.

Schedule:

Monday - Friday, 9:00 AM - 6:00 PM PST, with 1 hour unpaid break (40 work hours per week)

Responsibilities:

• Execute policy processing (endorsements, cancellations, rewrites, audits) and accurately issue Certificates of Insurance (COIs) in a timely manner across both Commercial and Personal lines.
• Maintain meticulous client records, policy files, and activity logs within the Agency Management System (AMS) to ensure seamless workflow and data integrity.
• Manage carrier submissions, rate comparisons, and quoting for new and renewal business, preparing comprehensive proposals and policy summaries for client presentations.
• Drive the renewal process across Personal and Commercial lines by strategically re-quoting accounts when necessary to ensure optimal coverage and maximize client retention.
• Oversee billing inquiries, payment processing, and invoicing while conducting precise financial reconciliations of commission statements and invoices across Personal and Commercial accounts.
• Manage all proactive client communications, including timely follow-ups on missing documentation, renewal updates, quoting inquiries, and general coverage support.
• Partner directly with the Agency Principal to provide task and quoting status reports while participating in team meetings to align on operational priorities and maintain seamless agency communication.

Requirements:

• Experience: Proven background in servicing both Personal and Commercial Lines of insurance.
• Technical Skills: Proficiency with Agency Management Systems (AMS), carrier rating portals, and communication tools (Zoom, email, standard office suites).
• Attention to Detail: High level of accuracy in document preparation, data entry, and policy verification.
• Communication: Strong written and verbal communication skills with a client-focused mindset.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer:

BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official email us through the Contact Us form on our official BruntWork website.