Commercial Lines Account Manager

Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? 


Come Join ReSource Pro!

Your Role... 
ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions.

We hire the best because our service is only as good as the people delivering it. We're committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

*All candidates must reside in the U.S. to be considered for this position. 

In This Role, You Will...

• Manage small books of business for commercial lines insurance clients
• Drive customer retention and market additional lines of coverage to grow business and properly insure risks
• Evaluate carrier relationships, commercial insurance products, and market placement
• Provide quality and timely service to customers and clients
• Research, provide recommendations and implement ReSource Pro solutions for clients
• Work in a variety of Agency Management Systems to complete tasks
• Lead day-to-day customer interactions
• Use your subject matter expertise to consult with customers and advise colleagues
• Gather information about client needs and insurance solutions
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

• 5+ years Property and Casualty insurance experience or related coverage experience in a retail agency or service center
• Active Resident Property and Casualty insurance license required
• Microsoft Office Proficiency - Excel required
• Experience working in Agency Management System required
• Industry designations preferred such as CPCU, CIC, CISR, ARM
• Ability to adapt and succeed within a team-oriented environment
• Excellent problem-solving and customer service skills

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.