Commercial Account Manager

Description

Apply today to join a respected, established agency where you can grow your career and be part of a supportive, long-standing team.

About the Role:

We are seeking a motivated and detail-oriented Commercial Lines Account Manager to join our team. In this role, you will serve as the primary point of contact for commercial insurance clients, managing day-to-day service needs while supporting policy administration, renewals, and new business efforts.  This position offers eligibility for a hybrid work schedule.

Key Responsibilities:

Client Service

• Respond to client requests including policy changes, certificates, billing inquiries, ID cards, and claims reporting
• Provide coverage guidance and maintain strong client relationships
• Deliver timely, professional customer service

Account Management

• Review policies for accuracy and completeness
• Resolve discrepancies and maintain proper documentation

Marketing & New Business

• Assist with submissions and quoting
• Work with carriers to obtain proposals
• Support proposal development

Underwriting Support

• Evaluate exposures and recommend appropriate coverage
• Collaborate with carriers on underwriting decisions

Billing & Processing

• Handle billing inquiries
• Process endorsements, renewals, and policy updates

Requirements

Qualifications

Required:

• Active Property & Casualty Insurance License
• 2+ years of commercial or personal lines insurance experience
• Strong communication and customer service skills
• High attention to detail and organizational ability

Preferred:

• CISR designation (or in progress)
• Experience with commercial lines coverage and underwriting

Skills & Competencies:

• Ability to work independently and manage multiple priorities
• Working knowledge of commercial insurance products and markets
• Strong written and verbal communication skills
• Professional, self-motivated, and team-oriented mindset

  Systems & Tools:

• Agency management systems 
• Carrier websites and rating platforms
• Microsoft Outlook, Excel, and PDF tools

About Us:

Loesel-Schaaf Insurance Agency, Inc. is an independent, multi-line insurance agency dedicated to understanding and serving our clients’ needs. For over 100 years, we’ve delivered innovative insurance solutions while maintaining a strong commitment to integrity and service. We take pride in our long-tenured team, with many employees staying 15, 20, and even 25+ years. Our workplace culture emphasizes teamwork, support, and a family-like atmosphere.

Work Environment:

This is a fast-paced, client-focused position with a high volume of service requests. Team collaboration and cross-training are essential to success.

Benefits Offered:

• Medical, Dental, Vision, Life, and Disability Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)
• Voluntary coverages
• Participation in a fully-funded retirement program
• Eligibility for a hybrid schedule

OTHER RELEVANT REMARKS:

This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.