Commercial Lines, Account Manager (NC, ATL or remote)

Aon
Charlotte
Workplace: HybridFull timeUSD 80,000 - 100,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Customer service","Relationship building","Communication","Problem-solving","Self-management"]

Manage a commercial insurance book of business with a focus on full retention and high-quality client service. Serve as the day-to-day liaison for middle-market accounts, handling contract analysis, coverage/exposure reviews, endorsements, renewal control, quotes/proposals, binding coverage, and claim follow-up. Collaborate with producers/account executives, cross-sell within the existing book, and provide prompt, accurate communication to improve customer satisfaction and revenue.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Aon
Aon
2 months ago

Commercial Lines, Account Manager (NC, ATL or remote)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Manage a commercial insurance book of business with a focus on full retention and high-quality client service. Serve as the day-to-day liaison for middle-market accounts, handling contract analysis, coverage/exposure reviews, endorsements, renewal control, quotes/proposals, binding coverage, and claim follow-up. Collaborate with producers/account executives, cross-sell within the existing book, and provide prompt, accurate communication to improve customer satisfaction and revenue.
Location: Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide prompt, accurate, courteous service and consistent communication to clients.
  • •Handle daily servicing tasks including contract analysis, coverage/exposure analysis, endorsement activity, billing questions, problem-solving, and renewal control.
  • •Prepare quotes/proposals, bind coverage, and support claim reporting and follow-up.
  • •Assist clients with appropriate coverage changes and educate clients on coverage, exclusions, and exposures while documenting electronically.
  • •Cross-sell/account-round within the existing book by marketing opportunities and developing alternative renewal options and renewal materials.

Pay and Benefits

Salary: USD 80,000 - 100,000 annually
Perks:401kHealth InsuranceDentalVisionPaid LeaveLife Insurance

Key Requirements

  • •Property & casualty (P&C) insurance license upon hire is required.
  • •At least 2 years of experience in commercial lines insurance, including underwriting/coverage/rate analysis.
  • •In-depth knowledge of insurance coverages and ability to communicate clearly to clients and underwriters.
  • •Strong written and verbal communication skills with the ability to prioritize and self-manage workload.
  • •Proficiency in Microsoft Word and Excel; EPIC experience is preferred.
Experience:2+ yearsCommercial lines insuranceProperty and casualty insuranceP&CMiddle-marketInsurance underwriting
Skills:Customer serviceRelationship buildingCommunicationProblem-solvingSelf-management
Licenses:Property and casualty (P&C) insurance license
Certifications:P&C license
Languages:English
Tech Stack:Microsoft WordMicrosoft ExcelEPICAgency management system

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
Glassdoor
Glassdoor: 3.9
WebsiteLinkedInGlassdoor