Commercial Lines Account Manager

Company: Peak Insurance, Inc.

Location: Birmingham, AL 35243

Type: Full-time

Posted: 2026-10-02

About this role

Overview:
We are seeking a motivated and detail-oriented Commercial Lines Account Manager to join our independent insurance agency in Birmingham. This role is ideal for someone with a service-oriented mindset and a passion for providing excellent customer support. You will work closely with our team, managing a book of accounts while ensuring client needs are met with integrity and professionalism.

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Key Responsibilities:

  • Manage a portfolio of commercial accounts, maintaining strong relationships with clients and carriers.
  • Issue certificates and obtain quotes from insurance carriers.
  • Articulate rate increases and policy changes to clients with clarity and professionalism.
  • Understand and navigate complex coverage options, providing thorough and detailed explanations to clients.
  • Efficiently handle multiple accounts.
  • Engage in effective communication over the phone and through written correspondence.
  • Collaborate with team members, including working closely with your Producer, to deliver exceptional service.
  • Provide insights into clients’ business needs as related to their insurance, and foster relationships.

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Qualifications:

  • College degree preferred, but not required.
  • Previous experience in insurance, particularly as a personal or commercial lines account manager, is a significant plus.
  • A strong capacity to learn technical knowledge related to insurance policies and coverages.
  • Service-oriented attitude with a retail agency mindset.
  • Ability to manage time effectively while maintaining attention to detail.
  • Excellent communication skills, both verbal and written.

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Personal Attributes:

  • Dependable and responsible, with a strong work ethic.
  • Excellent people skills and can maintain positive client relationships.
  • Able to handle complex situations with grace and thoroughness.
  • Exhibit strong time management and multitasking skills
  • Demonstrate humility and integrity in all interactions, consistently doing the right thing.

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