Commercial Lines Account Manager
UP
Salary undisclosed
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Description
We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at our independent insurance agency in the heart of downtown Metuchen, NJ. As a Commercial Lines Account Manager, you will be responsible for assisting an Account Executive servicing the book of business.
This is a key role within our organization, requiring strong account management skills.
Key Responsibilities
- Process endorsements and invoice when applicable.
- Obtain direct-billed renewal quotes and policies; update/renew policies in AMS, forward to insureds, and follow up as needed.
- Check policies, update the system, and request carrier corrections for discrepancies.
- Handle change requests and follow-up.
- Review specifications and issue certificates of insurance (COIs).
- Handle loss control recommendations, inspection requests, and follow-ups.
- Handle audits and reconciliation.
- Maintain suspense and follow-ups in AMS.
- Obtain company portal logins with setup assistance.
- Complete monthly vehicle and driver reporting on assigned accounts (minimal in this unit).
Skills, Knowledge and Expertise
- 4 years' experience in a similar position.
- Strong account management skills with a track record of successfully managing key client relationships.
Benefits
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
Benefits
- - 401(k) matching - Dental insurance - Health insurance - Life insurance - Paid time off
About this role
UP's Commercial Lines Account Manager role in Metuchen is a support position within an independent insurance agency, working alongside an Account Executive to manage a commercial lines portfolio. You'll handle the operational backbone of account management—processing endorsements and renewals, updating policies in the AMS system, obtaining quotes, issuing certificates of insurance, and managing follow-ups with clients and carriers. The role also involves handling audits, reconciliations, loss control coordination, and monthly reporting on assigned accounts.
This position requires a P&C license and four years of related experience in account management or a similar insurance support function. You should be comfortable with systems work, detail-oriented in policy administration, and capable of managing multiple client requests and carrier communications simultaneously. The in-office requirement means you'll be based in downtown Metuchen, working full-time in a structured agency environment.
UP offers standard benefits including health and dental insurance, life insurance, 401(k) matching, and paid time off. This is a good fit if you're an experienced P&C professional looking for a stable, operationally focused role supporting a commercial book of business.
Typical pay for this role
$60,000
Typical range: $60,000 to $80,000
This role's local market on JobMinglr
Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Commercial Lines Account Manager postings in your area, and analyze any offer before you accept it.
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