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Account Manager - Commercial Lines

Pioneer Bank • Albany, NY • 2h ago

TITLE: Account Manager - Commercial Lines

LOCATION: Headquarters

REPORTS TO: Operations Manager - Property & Casualty

CLASSIFICATION: Full Time, Exempt

PAY GRADE: EX 55 ($60,405-$85,000 per year)

AVAILABILITY: Monday-Friday 8:30am-5:00pm

Position Summary :

The Account Manager - Commercial Lines is responsible for managing a portfolio of assigned commercial Property & Casualty?(P&C) clients, serving as the primary contact for all servicing needs-from inquiries and endorsements to renewals and claims coordination. This role serves as a liaison between clients, carriers, underwriters, and internal teams, ensuring smooth policy servicing and renewal outcomes, client education, and strategic guidance that enhances retention and drives revenue growth.

Key Responsibilities :

Manage all incoming client service requests, emails, and communications. Oversee multiple accounts and renewals simultaneously, often under tight deadlines. Exceptional attention to detail and strong time management skills are essential to ensure timely and accurate service delivery.

Clearly explains insurance concepts in straightforward, non-technical language, demonstrating deep insurance knowledge and professionalism with both internal teams and external clients.

Handle billing, auto ID cards, policy documents, cancellations/reinstatements, premium audits, and general inquiries. Efficiently process endorsements, renewals, binders, invoices, and certificates with accuracy.

Manage the renewal lifecycle by initiating each renewal cycle well in advance. Gather updated data and review exposures; obtain carrier options and negotiate, if necessary; prepare renewal packages; and present renewal recommendations to clients.

Oversee carrier download activity to ensure policy transactions are accurately reflected in the agency management system, minimizing manual work and maintaining clean, reliable data.

Support clients with both agency bill and direct bill policies-handling agency billing directly and serving as a helpful point of contact for any direct bill questions, with a focus on accuracy, installment schedules, and resolving discrepancies.

Collaborate with the sales team on new business handoffs and renewal strategies, ensuring a seamless transition and consistent focus on client needs. Build strong client relationships to drive retention, deliver timely service, identify cross-sell and upsell opportunities, and proactively address coverage needs and overall risk exposure.

Stay informed of carrier changes (e.g., rate tiers, discounts, underwriting changes), emerging risks and changes to legal/regulatory risks, and advise both clients and team members accordingly.

Utilize the office's agency management system as the operational hub-logging all client interactions, documents, and pending activities; scheduling automated alerts and workflows to ensure deadlines are met.

Provide insight into workflow improvements-such as automating renewal reminders, streamlining rating processes, and refining retention campaigns.

Provide new business quoting assistance when necessary to ensure the sales team can present sales proposals in a timely manner.

Qualifications & Competencies :

High School graduate (or GED) required.

Bachelor's degree (Insurance/Risk Management, Business, Finance or related field) preferred.

Professional designations such as CIC/CLCS/CISR preferred.

Must have valid Property & Casualty (P&C) license or must obtain within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing.

2-5 years of commercial lines account handling or CSR experience in an agency or brokerage setting, with knowledge of general liability, property, commercial auto, workers' compensation, umbrella, and ancillary coverages like cyber, EPLI, and professional liability.

Skilled in agency management systems (Applied Epic, preferred).

Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential.

Trusted to handle sensitive PII/financial data.

Must have own transportation or access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment.

As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

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