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Job Description-Commercial Lines Account Manager

Reports To:

Commercial Lines Department Manager

Position Summary:

The Account Manager manages an assigned book of business for the commercial lines department.  This individual is an expert in the insurance industry.  This position primarily collaborates with the Department Manager, Producers and Assistant Account Manager(s) in the agency.


New Business

  • Processes new business forms
  • Reviews data on insurance documents, applications, and policies
  • Assists producers with prospect/client set up in management system


  • Identifies renewals that need marketing
  • Reviews both agency and direct bill renewals with Assistant Account Managers and Producers
  • Communicates with Producers  proactively with renewals
  • Sends out Agency bill renewals as needed
  • Manually renews Agency Bill policies in Epic as needed


  • Directs incoming requests to the Assistant Account Manager to process by forwarding emails, phone calls or setting up activity

Cancellations and Reinstatements

  • Corresponds with clients on cancellation requests
  • Handles reinstatement process when applicable

Remarketing and Rewrites

  • Identifies and handles remarketing opportunities
  • Identifies and handles mid-term rewrites


  • Handles Audits


  • Reviews and Processes insurance inspections
  • Coordinates inspection requirements with clients

Cross selling 

  • Identifies opportunities to round out accounts and cross sells


  • Transacts New , Renewals, Endorsements and Cancellations when applicable
  • Sends and tracks payment invoices to clients when applicable
  • Handles Premium Finance process

Agency Management system

  • Uses computers and agency database to enter, access, and retrieve information
  • Edits, reviews and maintain records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries
  • Utilizes Epic management system for managing all assigned work
  • Sets activities on all duties that need to be completed

Client Servicing and Communication

  • Confers with customers via telephone, email, letters and in person
  • Composes business correspondence via letter and email
  • Answers all business phone calls as soon as possible, changes voice mail as needed
  • Examines documents  and all related correspondence for completeness and accuracy
  • Obtains information from customers and maintain activity records of all interactions
  • Covers emergency duties when other Commercial Account Manager  is out of the office

Other duties as assigned

Knowledge, Skills and Abilities:

  • Must be an assertive self –starter with effective presentation skills through both verbal and written communications
  • Must be able to work in a fast-paced, multi-tasking environment


  • Current P&C license with at least 2 years’ experience in the insurance industry


Our Location

Atlantic Shield Insurance Group

421 Johnnie Dodds Blvd. STE 200
Mount Pleasant, SC 29464
Main office: 843-202-4813
Toll free: 888-856-2909

Our Providers


I am very happy to have such a reliable and customer oriented agency to which I can refer my clients!

Len F. - Premier Southern Properties, LLC
Not only am I happy with the insurance package I have on my home, but also have the added bonus of a dedicated, courteous, and extremely professional account manager looking out for my insurance interests. Situations like these place a company like Atlantic Shield far above many others, regardless of product offering or pricing. Thank you again and keep up the great service!

Mike B.
Erik, I would like to express our appreciation for all of the assistance provided by Marianne during the last year or so. For us 'non-insurance' people, navigating through coverage is confusing, to say the least. We know that the coverage for Benchmark Installation, Inc. as well as Seashore Associates, Inc. (now closed) is and was a small portion of your business. However, Marianne has always provided service often above her job description. We appreciate all of her help.

Pat & Michael H.
These guys are GREAT!!! We have our vehicles insured with them. Best price and best customer service around!

Chris Smith
Erik and his team have been a pleasure to work with. We have found their dealings to be prompt, professional, and thorough.

Nathan Thurston
I am very happy with Atlantic Shield. When my policy came up for renewal, they alerted me to an alternative auto insurance carrier, which saved me around 50%. That is super customer service!

Jeremy Ross
We love Erik and the whole team at Atlantic Shield! They're always VERY professional and make our company feel like we are top priority. Thank you for all you do!

Belisia Rodriguez
I truly appreciate your follow up and the great service your team provided in this stressful situation! Hats off to Atlantic Shield!