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Commercial Lines Insurance Account Manager
JD Fulwiler & Company InsuranceCommercial Lines Account Manager managing established book of business in Portland, OR. Building strong client relationships while delivering exceptional service and customized insurance solutions.
Posted 7/30/2026full-timePortland • Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing Commercial Lines accounts, including client relationship building, account servicing, and cross-selling opportunities. Proficient in utilizing Applied Epic and agency management software to enhance operational efficiency and maintain accurate documentation.
Highest-signal resume keywords
Commercial Lines Account ManagementProperty & Casualty Insurance LicenseApplied Epic ExperienceClient Relationship ManagementStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Lines CoveragesAccount ServicingMarketing SubmissionsCarrier Quotations ReviewRenewal Coordination
Soft Skills
Proactive CommunicationMentoringExceptional Service
Tools & Technologies
Applied EpicAgency Management SoftwareMicrosoft OutlookMicrosoft ExcelMicrosoft Word
Certifications & Qualifications
Property & Casualty Insurance License
Industry Keywords
Independent Insurance AgencyAccount RetentionCross-SellingCarrier AppetiteCoverage Changes
About the role
Key responsibilities & impact- Independently manage an assigned book of Commercial Lines accounts
- Build and maintain strong client relationships through proactive communication and exceptional service
- Partner with Producers on renewal strategy, marketing, account retention, and account rounding
- Prepare marketing submissions, review carrier quotations, and recommend appropriate coverage solutions
- Coordinate renewals, endorsements, certificates, audits, and other account servicing activities
- Serve as the primary service contact for assigned clients, carriers, and internal team members
- Maintain complete and accurate documentation in Applied Epic
- Identify opportunities for cross-selling and strengthening client relationships
- Stay current on carrier appetite, coverage changes, and industry trends
- Mentor and support less experienced team members as needed
Requirements
What you’ll need- Minimum of 5 years of Commercial Lines account management experience in an independent insurance agency
- Property & Casualty Insurance License Required
- Applied Epic experience preferred
- Experience with Commercial Lines coverages
- Independent Agency experience preferred
- Strong computer and technical skills, including agency management software experience
- Knowledge of Microsoft Outlook, Excel, Word, and related software
- Excellent written and verbal communication skills
Benefits
Comp & perks- Competitive compensation
- Growth and advancement opportunities
- Ongoing professional development
- A collaborative, team-oriented culture that values your experience and contributions
- Access to industry-leading carriers, technology, and resources
- Comprehensive benefits package