Job Description

About Us:

At Trailstone Insurance, we are on a meaningful mission, charting new paths to purpose through innovation, integrity, and the heart of a teacher. We blend technology with human connection to make a real difference in our clients’ lives. Our culture fosters collaboration, continuous improvement, and professional growth. If you're passionate about service and purpose-driven work, you'll thrive here.

Overview

As a Commercial Lines Account Manager, you’ll manage a book of commercial insurance clients, ensuring their needs are met with excellence and foresight. You’ll build relationships, advise clients on coverages, uncover growth opportunities, and deliver a service experience that earns referrals. You’ll also support your peers across the agency, because we win as a team.

Responsibilities

• Client Relationship & Retention
• Maintain a high-level retention rate through proactive outreach, personalized service, and renewal reviews.
• Help clients understand claims, audits, endorsements, and coverage gaps.
• Handle inbound service needs: billing, certificates, audits, endorsements, and claims support.
• Offer cross-selling opportunities (e.g., umbrella, cyber, EPLI) and encourage bundling with personal insurance.
• Begin renewal processes at least 90 days prior to expiration.
• Maintain accuracy in the agency management system.
• Follow agency processes for remarketing, quoting, and documentation.
• Support other account managers when needed, we have each other’s backs.
• Embrace feedback and bring a positive mindset to the team.

Requirements

• Licensed insurance professional with at least 1 year of Commercial Lines or equivalent experience.
• Solid grasp of Microsoft Office, Dropbox, and CRM systems.
• Excellent written and verbal communication skills.
• High level of organization, follow-through, and problem-solving.
• Passion for efficiency, service excellence, and continuous learning.
• Positive, team-first attitude, we believe in outlasting the suck of change.
• Able to work full time- typically 9-5, there is some flexibility on schedule.
• 5 days a week in office

If you're passionate about making a difference in the insurance industry and want to work in a dynamic, supportive, and forward-thinking environment, apply today to become our next Commercial Lines Account Manager.

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