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Commercial Lines Account Manager

katalystsystemsimpact · Cedar Rapids, IA, United States

Sales - CorporateSenior LevelExternal listingfull-time2 days ago

About The Role

Schedule: Full-Time | In-Office Training with Hybrid Flexibility following

A well-established and respected insurance agency is seeking an experienced Commercial Lines Account Manager to join its team in Cedar Rapids, Iowa .

This role is ideal for an insurance professional who enjoys building strong client relationships, managing the details that keep accounts running smoothly, and serving as a trusted resource to both clients and producers. The successful candidate will support a small group of producers with an established book of mid-market commercial accounts while delivering exceptional service and follow-through.

The agency offers a collaborative team environment, strong carrier relationships, and the opportunity to transition into a hybrid work arrangement following a successful in-person training period .

What You'll Do

As a Commercial Lines Account Manager, you will play a critical role in supporting both client service and account management activities, including:

  • Analyze client insurance needs, coverage forms, and carrier quotations
  • Complete and submit applications in coordination with producers
  • Follow up with carriers to ensure timely receipt of quotations, policies, and endorsements
  • Issue and process binders, certificates, endorsements, policies, and related documentation
  • Verify accuracy of policies and policy changes and facilitate corrections as needed
  • Process renewals according to agency procedures and timelines
  • Review policy audits and coordinate corrections between clients and carriers when necessary
  • Prepare insurance summaries, schedules, proposals, and client correspondence
  • Determine appropriate billing methods and process invoicing accordingly
  • Provide responsive, professional service to clients, carriers, and internal team members
  • Maintain accurate account records and documentation
  • Support producers with day-to-day service needs and account maintenance

Qualifications

  • Active Iowa Property & Casualty (P&C) insurance license or ability to obtain within 30 days of employment
  • Minimum of 2+ years of Commercial Lines Account Management experience
  • Strong understanding of commercial insurance coverage, policy servicing, and renewal processes
  • Proficiency with Microsoft Office, including Outlook, Word, and Excel
  • Excellent organizational, time management, and communication skills
  • Ability to manage multiple deadlines and priorities in a fast-paced environment
  • High school diploma or equivalent
  • Experience using Applied Epic agency management software is preferred

What We Offer

  • Competitive salary (based on experience) with bonus eligibility
  • 4 weeks PTO
  • Profit sharing program
  • Long-standing, privately owned company with strong values and reputation
  • Family-friendly culture with flexibility for real life
  • Direct collaboration with leadership—your work shapes strategy and decision-making
  • Supportive team that encourages cross-training and growth

What We're Looking For

The ideal candidate is detail-oriented, proactive, and dependable. They take pride in providing exceptional client service, maintaining accurate documentation, and ensuring nothing falls through the cracks. This individual enjoys being part of a team while also managing responsibilities independently and confidently.

If you're looking for an opportunity to join a stable agency with an established client base, supportive leadership, and long-term career potential, we'd love to hear from you.

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