Commercial Lines Account Manager

Job Description

Job Description

Relation Insurance Services | Northeast Region
Belmont, MA or Newark, DE
Full-Time | Hybrid after onboarding and training

Relation Insurance Services is seeking an experienced Commercial Lines Account Manager to join its Northeast team.

In this role, you’ll manage an established book of commercial insurance clients, serving as their trusted day-to-day contact for coverage questions, policy changes, renewals, and service needs. You’ll work closely with producers and insurance carriers to help businesses protect their operations, employees, and assets while building lasting relationships.

If you enjoy helping clients understand their coverage, solving problems, and delivering responsive service, we’d love to connect.

What You’ll Do

• Manage an assigned book of commercial lines accounts, providing prompt, knowledgeable service to new and existing clients.
• Help clients understand coverage options, limits, deductibles, exclusions, and potential gaps in protection.
• Partner with producers to recommend insurance solutions that reflect each client’s business needs.
• Coordinate renewals, gather updated exposure information, review coverage and pricing, and remarket accounts with appropriate carriers when needed.
• Prepare quotes, applications, proposals, binders, certificates of insurance, and related policy documents.
• Process policy changes and review policies and endorsements for accuracy, working with carriers to resolve discrepancies.
• Communicate with carriers and underwriters regarding submissions, coverage options, underwriting requirements, and policy issues.
• Assist clients with billing questions, premium audits, cancellation notices, and other time-sensitive concerns.
• Guide clients through initial claims reporting and coordinate follow-up with carriers or claims resources.
• Support client retention by proactively addressing concerns and identifying appropriate coverage updates.
• Maintain accurate, detailed records of client communications, policy activity, and follow-up in the agency management system.
• Manage competing priorities while maintaining accuracy, responsiveness, and attention to detail.
• Stay current on carrier products, underwriting guidelines, industry developments, and agency procedures.

What You’ll Bring

• At least 3 years of commercial lines property and casualty insurance experience, with 3–5 years preferred, ideally within an independent insurance agency.
• Active Property & Casualty insurance license, maintained in good standing.
• Strong knowledge of commercial lines coverage, including general liability, commercial property, commercial auto, workers’ compensation, and umbrella liability.
• Experience quoting through multiple independent agency carriers and comparing coverage options.
• Experience using agency management and document management systems; AMS360 and ImageRight experience highly preferred.
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.
• Strong communication, organization, problem-solving, and follow-through skills.
• Ability to explain insurance information clearly and build productive relationships with clients, carriers, and teammates.
• High attention to detail and a commitment to accurate documentation.
• Flexibility to learn new technology and adapt to evolving processes.
• Bilingual English/Spanish skills are a plus.

Why Join Relation?

• Competitive compensation.
• Medical, dental, vision, and life insurance benefits.
• A 401(k) plan, paid time off, and paid holidays.
• Professional development and opportunities for career growth.
• A collaborative Northeast team backed by the resources of a national insurance brokerage.
• Technology and tools that support efficient, responsive client service.
• The opportunity to build long-term client relationships and deepen your commercial lines expertise.

Location & Schedule

Candidates must be able to regularly commute to Relation’s Belmont, MA or Newark, DE office.

Following onboarding and training, the role offers a hybrid schedule with three days in the office each week, including either Monday or Friday.

Equal Opportunity Employer

Relation Insurance Services provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local law.