Keystone Agency Partners

Commercial Lines Support Account Manager

Keystone Agency Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Operate independently across varying agency environments, adapting quickly to local book compositions while consistently applying enterprise workflows and documentation expectations.
  • Triage and clear commercial lines service backlogs including endorsements, certificates, evidence of insurance, loss run requests, audits, policy checks, billing inquiries, mid-term changes, and renewal preparation.
  • Execute standardized workflows and standard operating procedures (SOPs).
  • Assist with processing certificates of insurance at scale, maintain holder lists, manage rush requests, and apply industry‑standard quality controls.
  • Support compliance-heavy commercial tasks such as surplus lines documentation, TRIA forms, MVR requests, premium audits, and carrier-specific requirements.
  • Communicate directly with clients, underwriters, producers, and account managers to acknowledge requests, set expectations, and provide updates following standardized templates and communication protocols.
  • Coordinate remarketing efforts for accounts triggered by premium changes, poor loss performance, underwriting changes, or client request.
  • Document all servicing work in the AMS with consistent activity codes, checklist completion, attachments, and audit‑ready detail.
  • Identify and escalate E&O risks, bottlenecks, unresolved carrier issues, or documentation gaps.
  • Support agency teams during staffing transitions by temporarily managing assigned servicing queues and meeting defined SLAs.
  • Deployed for short-term engagements, supporting one or multiple locations virtually or on-site depending on needs.
  • At the conclusion of each deployment, will provide a complete documented wrap‑up including open items, next steps, renewal statuses, client commitments, and file artifacts.

Requirements

  • Minimum of 3-5 years of commercial lines agency servicing experience.
  • Active Property & Casualty license required.
  • Strong commercial lines knowledge across major lines (GL, Property, Auto, WC, Umbrella, Inland Marine, Cyber, and Professional Liability).
  • Ability to manage complex commercial accounts including multi-state, multi-location, fleet-heavy, or loss-sensitive programs.
  • Expertise in issuing certificates, processing endorsements, preparing renewals, and coordinating commercial marketing submissions.
  • Experience supporting middle-market or complex commercial accounts preferred.
  • High throughput and accuracy - comfortable operating from structured backlogs or SLA-driven queues.
  • Proficiency with Microsoft 365 (Outlook, Teams, Excel) and AMS workflows.
  • Advanced proficiency in the Agency Management System (Applied Epic), carrier portals, and document processing tools.
  • Strong client communication skills, including expectation-setting and issue de-escalation.
  • Excellent attention to detail with audit-ready documentation habits.
  • Ability to immediately adapt to different team styles, workflows, and book compositions while upholding enterprise standards.
  • Strong organizational and prioritization skills across competing deadlines.
  • Ability to work independently and collaboratively.
  • Ability to travel 10-15%, depending on assignment needs.
  • Ability to pass a criminal background check, as permitted by law.
Benefits
  • Competitive Salary
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial lines servicingissuing certificatesprocessing endorsementspreparing renewalscoordinating commercial marketing submissionsmanaging complex commercial accountshigh throughputaccuracyaudit-ready documentationquality controls
Soft Skills
client communicationexpectation-settingissue de-escalationorganizational skillsprioritization skillsindependent workcollaborative workadaptabilityattention to detailproblem-solving
Certifications
Property & Casualty license