Note: The job is a remote job and is open to candidates in USA. Summit Bridge Partners is a well-established independent insurance agency seeking a Commercial Lines Account Manager to manage a growing book of small business clients. This client-facing role involves full account ownership and focuses on building relationships while providing high-quality customer service.

Responsibilities

• Manage a portfolio of commercial lines accounts throughout the full policy lifecycle
• Handle renewals, remarketing efforts, endorsements, and policy changes
• Prepare proposals and assist with binding coverage
• Issue certificates of insurance (COIs), ID cards, and related policy documentation
• Serve as the primary point of contact for clients via phone and virtual meetings
• Partner with producers to support new business opportunities
• Maintain strong client relationships and deliver high-quality customer service

Skills

• 5+ years of experience as a Commercial Lines Account Manager
• Ability to independently manage a book of business
• Strong understanding of commercial insurance products and workflow
• Excellent client-facing communication and relationship management skills
• Experience using an Agency Management System (any platform)
• Active Property & Casualty (P&C) license or ability to obtain shortly after hire

Benefits

• Benefits - 100% paid (for employee)
• Consistent Monday–Friday schedule with strong work-life balance
• Supportive, collaborative team environment

Company Overview