Posted August 22, 2026
Team Lead | Commercial Lines Account Manager
APR
Richmond, VA, US
Full Time
Job Description
Job Description
Job Title: Commercial Lines Account Executive | Team Lead
Salary: $90,000 - $110,000 plus comprehensive health benefits
Location: Richmond VA
Job Summary
As a Commercial Lines Account Executive or Client Relationship Manager on our dynamic insurance team, you'll serve as the primary agent for Producer-assigned accounts. This role encompasses both servicing and solicitation activities. You will manage a mid-market book of business and lead a dedicated service team, ensuring high-quality client management and business growth.
Key Responsibilities
- Client Services: Independently manage client relationships and services with minimal oversight from Producers.
- Team Leadership: Direct and oversee a service team to effectively manage a mid-market book of business.
- Client Engagement: Participate in interviews and respond to RFPs, ensuring strong client engagement.
- Renewal Management: Analyze and present renewal options, sell renewal business and additional coverage lines.
- Promotion: Promote various agency services through tailored Producer Service Proposals.
- Expert Analysis: Provide expert analysis and recommendations on clients' existing coverage plans.
- Carrier Selection: Select carriers for solicitation, negotiating beneficial terms and premiums.
- Client Support: Address and resolve client inquiries, including benefits and claims issues.
- Contract Management: Review and ensure the accuracy of client coverage contracts and amendments.
- Vendor Negotiation: Manage and negotiate contracts with third-party vendors on behalf of clients.
- Team Oversight: Oversee and support a dedicated service team, ensuring effective collaboration and performance.
Qualifications
- Education: Bachelor’s degree or an equivalent combination of education and experience.
- Experience: 5-7 years of relevant work experience in the insurance field.
- Certifications: Designations such as CIC, CISR, CSRM, AAI are a plus.
Skills
- Exceptional verbal and written communication abilities.
- Strong problem-solving and time management skills.
- Teamwork-oriented mindset.
- Proficient in planning, organization, and prioritization.
- Well-versed in Microsoft Office Suite, AMS360, or EPIC.
