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.
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.
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.
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.
Why Jo...