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Commercial Lines Account Manager

Commercial Lines Account Manager

Petra RMS is seeking a full-time Commercial Lines Account Manager role in the Birmingham, AL area to service an established book of commercial accounts.


Primary Responsibilities:

  • Manages the service and sales support for assigned book of commercial lines business
  • Assists with all new and renewal submissions
  • Markets new business and current accounts in a timely manner
  • Review Policies for accuracy and completeness
  • Reviews client policy transactions to verify they are in accordance with company guidelines
  • Documents all activity related to a customer/policy in agency management system
  • Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
  • Provides prompt, accurate, and courteous service to customers, producers, and company personnel
  • Improves insurance skills and knowledge by seeking out educational opportunities


Desired Skills:

  • Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
  • EPIC agency management system software experience strongly preferred
  • Experience working with multiple lines of commercial coverage
  • Fosters a proactive relationship with customers and company representatives
  • Possesses excellent organizational and technical skills, is a problem solver and self-starter
  • Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
  • Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
  • At least one professional insurance designation preferred



  • 3+ years of commercial insurance experience, required
  • 5+ years of commercial insurance experience, preferred
  • Holds a current Property and Casualty Insurance license
  • Preferred experience working within the Applied EPIC system
  • College Degree preferred

Please note Petra RMS is a Sunstar Insurance Company. We offer a very competitive employee benefits package. We also offer flexible working schedules with a combination of remote and in-office work options.

Petra RMS is proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.

Please contact Jen Hester (  205-719-2926) and Eric Williamson (  205-719-2929)

Additional Info

Job Type : Full-Time

Education Level : High School

Experience Level : Mid to Senior Level

Job Function : Customer Service

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