Commercial Lines Account Manager

Company Description The George Insurance Agency is a boutique agency with a non-corporate feel and great flexibility for its employees. The agency partners with a wide range of insurance carriers, enabling the team to provide affordable pricing and tailored coverage options for clients. The agency focuses on commercial insurance, helping small, medium, and large organizations find policies that fit their unique needs. A knowledgeable and service-oriented staff works closely with clients to assess risk and recommend appropriate solutions. Team members are encouraged to build long-term relationships with clients through attentive support and professional guidance. Role Description The Commercial Lines Account Manager is a full-time, on-site role based in Fishers, IN. This role is responsible for managing a portfolio of commercial insurance clients, including handling policy servicing, renewals, endorsements, and coverage reviews. The Account Manager will respond to client inquiries, provide guidance on commercial lines coverage options, and coordinate with carriers to resolve billing, claims, and underwriting issues. Daily tasks include preparing proposals and presentations, maintaining accurate account documentation, and proactively identifying opportunities to improve coverage or add complementary products such as employee benefits. Please note that NO sales activity is expected as part of this role, the main job function is servicing existing clients. The role requires close collaboration with producers and other team members to ensure a high level of customer service and retention. Nearly all industry types are served by The George Agency, but main industry areas of focus for this particular position include healthcare organizations and contractors ranging from small businesses to middle market and enterprise-sized organizations. Qualifications Strong knowledge of Commercial Lines Coverage and core Insurance concepts relevant to business clients. Demonstrated experience in Account Management for commercial accounts, including policy servicing and renewal processes. Proven Customer Service skills, with the ability to communicate clearly, listen actively, and resolve issues promptly. Familiarity with Employee Benefits offerings and how they integrate with commercial insurance solutions. Proficiency with insurance agency management systems, office productivity software, and document management tools. Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment. Comfort working on-site and collaborating in a team-based environment; professional, client-focused demeanor. Preferred: prior experience in an insurance agency or brokerage and relevant state insurance licensing or willingness to obtain it. Recommended Experience Minimum 2 Years of Commercial Insurance experience in either CSR, Producer, Underwriting, or Wholesale Brokerage Positions Licensed for both Property & Casualty and Life & Health in Indiana Specific experience with servicing healthcare organization and/or construction business preferred but not required. Compensation Structure Competitive salary based on career experience level Medical Insurance, dental, and vision Yearly bonus available