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Senior Account Manager - Commercial Lines

C9880dc7 Aa24 4415 B1ec C79473c939c7 19000101 000001 · Headquarters, Albany, NY, US, Albany, NY · Active · $67,500–$106,100 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyC9880dc7 Aa24 4415 B1ec C79473c939c7 19000101 000001
TitleSenior Account Manager - Commercial Lines
Normalized title-
Department / team-
LocationNY, United States
Work model-
Employment typeFull Time
Salary$67,500–$106,100 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-24 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Linked records

CompanyC9880dc7 Aa24 4415 B1ec C79473c939c7 19000101 000001
Sourcec8dd4c32-6866-4916-8140-e597b6d3727f
ATS providerADP Workforce Now Recruiting

Description

POSITION: Senior Account Manager – Commercial Lines LOCATION: Headquarters REPORTS TO: Operations Manager – Property & Casualty CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 60 ($67,500 - $106,100) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Senior Account Manager – Commercial Lines is responsible for a diverse portfolio of complex clients including, but not limited to, large multi-location habitational, religious organizations, and construction. This role requires deep technical knowledge, strategic oversight, and ongoing stakeholder engagement. They are a go-to resource as needed to support other Account Managers for Commercial Lines. The Senior Account Manager - Commercial Lines is responsible for managing a portfolio of assigned commercial Property & Casualty (P&C) clients, serving as the primary contact for all servicing needs—from inquiries and endorsements to renewals and claims coordination. This role serves as a liaison between clients, carriers, underwriters, and internal teams, ensuring smooth policy servicing and renewal outcomes, client education, and strategic guidance that enhances retention and drives revenue growth. Key Responsibilities: Manage all incoming client service requests, emails, and communications. Oversee multiple accounts and renewals simultaneously, often under tight deadlines. Exceptional attention to detail and strong time management skills are essential to ensure timely and accurate service delivery. Clearly explains insurance concepts in straightforward, non-technical language, demonstrating deep insurance knowledge and professionalism with both internal teams and external clients. Handle billing, auto ID cards, policy documents, cancellations/reinstatements, premium audits, and general inquiries. Efficiently process endorsements, renewals, binders, invoices, and certificates with accuracy. Manage the renewal lifecycle by initiating each renewal cycle well in advance. Gather updated data and review exposures; obtain carrier options and negotiate, if necessary; prepare renewal packages; and present renewal recommendations to clients. Oversee carrier download activity to ensure policy transactions are accurately reflected in the agency management system, minimizing manual work and maintaining clean, reliable data. Support clients with both agency bill and direct bill policies—handling agency billing directly and serving as a helpful point of contact for any direct bill questions, with a focus on accuracy, installment schedules, and resolving discrepancies. Collaborate with the sales team on new business handoffs and renewal strategies, ensuring a seamless transition and consistent focus on client needs. Build strong client relationships to drive retention, deliver timely service, identify cross-sell and upsell opportunities, and proactively address coverage needs and overall risk exposure. Stay informed of carrier changes (e.g., rate tiers, discounts, underwriting changes), emerging risks and changes to legal/regulatory risks, and advise both clients and team members accordingly. Utilize the office’s agency management system as the operational hub—logging all client interactions, documents, and pending activities; scheduling automated alerts and workflows to ensure deadlines are met. Provide insight into workflow improvements—such as automating renewal reminders, streamlining rating processes, and refining retention campaigns. Provide new business quoting assistance when necessary to ensure the sales team can present sales proposals in a timely manner. Qualifications & Core Competencies High School graduate (or GED) required. Bachelor’s degree (Insurance/Risk Management, Business, Finance or related field) preferred. Professional designations such as CIC/CLCS/CISR preferred. Must have valid Property & Casualty (P&C) license or must obtain them within 30–60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing. 5-10 years of commercial lines account handling or CSR experience in an agency or brokerage setting, with knowledge of general liability, property, commercial auto, workers’ compensation, umbrella, and ancillary coverages like cyber, EPLI, and professional liability. Skilled in agency management systems (Applied Epic, preferred). Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential. Trusted to handle sensitive PII/financial data. Must have access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Full job record

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TitleSenior Account Manager - Commercial Lines
Normalized Title—
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Department—
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First Seen At2026-05-31 18:53:05Z
Last Seen At2026-06-06 12:32:54Z
Last Checked At2026-06-06 12:32:54Z
Last Changed At2026-06-06 12:32:54Z
Inactive At—
Source Posted At2026-04-24 22:37:00Z
Source Updated At—
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    "requisitionDescription": "<table border=\"0\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\" width=\"564\" style=\"width:423.0pt;border-collapse:collapse;margin-left:6.75pt;margin-right: 6.75pt;\" data-pasted=\"true\"><tbody><tr><td valign=\"top\" style=\"width: 25.1773%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>POSITION:</span></strong></p></td><td valign=\"top\" style=\"width: 74.8227%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>Senior Account Manager &ndash; Commercial Lines</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 25.1773%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>LOCATION:</span></strong></p></td><td valign=\"top\" style=\"width: 74.8227%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>Headquarters</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 25.1773%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>REPORTS TO:</span></strong></p></td><td valign=\"top\" style=\"width: 74.8227%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>Operations Manager &ndash; Property &amp; Casualty</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 25.1773%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>CLASSIFICATION:</span></strong></p></td><td valign=\"top\" style=\"width: 74.8227%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>Full Time, Exempt</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 25.1773%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>PAY GRADE:</span></strong></p></td><td valign=\"top\" style=\"width: 74.8227%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>EX 60 ($67,500 - $106,100)</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 25.1773%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>AVAILABILITY:&nbsp;</span></strong></p></td><td valign=\"top\" style=\"width: 74.8227%; padding: 0in 5.4pt; height: 16.1pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>Monday-Friday 8:30am-5:00pm&nbsp;</span></strong></p></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;line-height:115%;'><span style='font-family:\"Arial\",sans-serif;color:#24135F;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;'>Position Summary:</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Arial\",sans-serif;'>The Senior Account Manager &ndash; Commercial Lines is responsible for a diverse portfolio of complex clients including, but not limited to, large multi-location habitational, religious organizations, and construction. This role requires deep technical knowledge, strategic oversight, and ongoing stakeholder engagement. They are a go-to resource as needed to support other Account Managers for Commercial Lines. The Senior Account Manager - Commercial Lines is responsible for managing a portfolio of assigned commercial Property &amp; Casualty (P&amp;C) clients, serving as the primary contact for all servicing needs&mdash;from inquiries and endorsements to renewals and claims coordination. This role serves as a liaison between clients, carriers, underwriters, and internal teams, ensuring smooth policy servicing and renewal outcomes, client education, and strategic guidance that enhances retention and drives revenue growth.</span></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;'>Key Responsibilities:</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Manage all incoming client service requests, emails, and communications. Oversee multiple accounts and renewals simultaneously, often under tight deadlines. Exceptional attention to detail and strong time management skills are essential to ensure timely and accurate service delivery.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Clearly explains insurance concepts in straightforward, non-technical language, demonstrating deep insurance knowledge and professionalism with both internal teams and external clients.&nbsp;</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Handle billing, auto ID cards, policy documents, cancellations/reinstatements, premium audits, and general inquiries. Efficiently process endorsements, renewals, binders, invoices, and certificates with accuracy.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Manage the renewal lifecycle by initiating each renewal cycle well in advance. Gather updated data and review exposures; obtain carrier options and negotiate, if necessary; prepare renewal packages; and present renewal recommendations to clients.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Oversee carrier download activity to ensure policy transactions are accurately reflected in the agency management system, minimizing manual work and maintaining clean, reliable data.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Support clients with both agency bill and direct bill policies&mdash;handling agency billing directly and serving as a helpful point of contact for any direct bill questions, with a focus on accuracy, installment schedules, and resolving discrepancies.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Collaborate with the sales team on new business handoffs and renewal strategies, ensuring a seamless transition and consistent focus on client needs. Build strong client relationships to drive retention, deliver timely service, identify cross-sell and upsell opportunities, and proactively address coverage needs and overall risk exposure.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Stay informed of carrier changes (e.g., rate tiers, discounts, underwriting changes), emerging risks and changes to legal/regulatory risks, and advise both clients and team members accordingly.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Utilize the office&rsquo;s agency management system as the operational hub&mdash;logging all client interactions, documents, and pending activities; scheduling automated alerts and workflows to ensure deadlines are met.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Provide insight into workflow improvements&mdash;such as automating renewal reminders, streamlining rating processes, and refining retention campaigns.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Provide new business quoting assistance when necessary to ensure the sales team can present sales proposals in a timely manner.</span></li></ul><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Arial\",sans-serif;'>Qualifications &amp; Core Competencies&nbsp;</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>High School graduate (or GED) required.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Bachelor&rsquo;s degree (Insurance/Risk Management, Business, Finance or related field) preferred.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Professional designations such as CIC/CLCS/CISR preferred.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Must have valid Property &amp; Casualty (P&amp;C) license or must obtain them within 30&ndash;60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>5-10 years of commercial lines account handling or CSR experience in an agency or brokerage setting, with knowledge of general liability, property, commercial auto, workers&rsquo; compensation, umbrella, and ancillary coverages like cyber, EPLI, and professional liability.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Skilled in agency management systems (Applied Epic, preferred).</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Trusted to handle sensitive PII/financial data.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:     \"Arial\",sans-serif;'>Must have access to reliable transportation on short notice and valid driver&#39;s license plus ability to maintain this throughout employment.</span></li></ul><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;text-indent:3.0pt;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;margin-left:.25in;'><br></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:\"Calibri\",sans-serif;margin:0in;'><em><span style='font-family:\"Arial\",sans-serif;'>As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant&rsquo;s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.&nbsp;</span></em></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:\"Calibri\",sans-serif;margin:0in;'><em>&nbsp;</em></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:\"Calibri\",sans-serif;margin:0in;'><em><span style='font-family:\"Arial\",sans-serif;'>The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.</span></em></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:\"Calibri\",sans-serif;margin:0in;'><em>&nbsp;</em></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:\"Calibri\",sans-serif;margin:0in;'><em>&nbsp;</em></p>\n",
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