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
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.