Position Overview
The Allen Thomas Group is seeking an experienced, energetic, and client-focused Commercial Lines Account Manager to join our growing team. In this role, you will be the primary service contact for a book of commercial accounts, managing renewals, responding to client needs with same-day urgency, and actively supporting new business production.
The ideal candidate combines deep technical knowledge of commercial insurance with a consultative mindset and a genuine enthusiasm for building lasting client relationships. You thrive in a fast-paced environment, take pride in responsiveness, and bring positive energy to every interaction — with clients and colleagues alike.
About The Allen Thomas Group
The Allen Thomas Group is a midsized independent insurance agency dedicated to delivering smart, tailored commercial insurance solutions to business owners across the country. As an independent agency, we work for our clients — not the carriers — giving us the flexibility to find the right coverage from a broad market of top-rated insurers.
We combine deep industry expertise with modern technology to make the commercial insurance experience more efficient, transparent, and valuable. We are growing, and we want the right people to grow with us.
Sales Goals & Compensation
This role includes a new business production component. Account managers who actively contribute to agency growth are rewarded directly for what they write.
Monthly New Revenue Target: $3,000
New business commission revenue per month
Your Monthly Earning Potential: $600+
You earn 20% of all new business you write
New business commission is paid on top of your base salary — no cap, no threshold. Every dollar you write above target puts more in your pocket.
Base Salary
Negotiated based on experience
20% Commission
On all new business written
Full Benefits
Health, dental, vision & IRA
To support your success, The Allen Thomas Group provides:
Inbound leads from agency marketing and producer channels — no cold calling required
Access to a broad market of top-rated commercial carriers with preferred partner relationships
Full agency management system and quoting tools
Collaborative team environment with direct access to leadership
Ongoing training, carrier relationship support, and professional development resources
Key Responsibilities
New Business Development
Quote and respond to new commercial business opportunities same day
Process and evaluate inbound leads from agency marketing and producer pipelines
Focus production efforts on target industries: Manufacturing, Construction, Technology, and Food Services
Craft quality submissions and communicate effectively with carrier underwriters to secure optimal coverage and pricing
Identify cross-sell and upsell opportunities within the existing client base
Account Management & Client Service
Serve as the primary service contact for assigned commercial accounts with revenue over $2,500
Provide same-day response to all client inquiries — this is a non-negotiable standard
Conduct thorough annual renewal reviews to assess coverage adequacy, identify exposure changes, and retain accounts
Proactively communicate with clients throughout the year — not just at renewal
Apply a consultative approach to understand each client’s business, risks, and coverage priorities
Handle endorsements, certificates, audits, cancellations, and other policy service needs efficiently
Technical Insurance Expertise
Manage multi-state commercial insurance programs across a range of industries and coverage lines
Demonstrate deep knowledge of workers’ compensation, general liability, commercial property, commercial auto, umbrella, and professional lines
Provide risk management consultation that goes beyond coverage placement and adds real value to clients
Analyze coverage options, identify gaps, and clearly communicate recommendations to clients
Stay current on market conditions, carrier appetites, underwriting trends, and industry developments
Carrier & Underwriter Relationships
Build and maintain strong working relationships with underwriters at key commercial carriers
Leverage preferred partner status to negotiate favorable terms, pricing, and exceptions for clients
Craft submissions that present accounts accurately and favorably to underwriters
Stay informed on carrier appetite changes, new product offerings, and underwriting guidelines
Required Qualifications
Active Property & Casualty license required
Minimum 2–5 years of commercial lines insurance experience with direct client responsibility
Strong knowledge of commercial insurance products: GL, BOP, commercial auto, workers’ comp, umbrella, professional lines, and specialty coverages
Experience managing multi-state accounts and navigating multi-state workers’ compensation requirements
Proficiency with Applied Epic agency management system preferred; experience with other AMS platforms (HawkSoft, AMS360) considered
Experience with carrier portals, ACORD forms, and supplemental applications
College education is preferred
Professional designations (CIC, CPCU, CISR) strongly preferred
Required Skills & Attributes
Professional Skills:
Exceptional written and verbal communication
Strong analytical and problem-solving ability
Ability to manage high volumes of work without sacrificing quality
Consultative selling and coverage advising skills
Detail-oriented with outstanding organizational habits
Personal Attributes:
Positive, upbeat energy that clients and teammates notice
Urgency and ownership — you treat every client like your most important one
Self-motivated and accountable to your own standards
Curious and eager to keep learning in a fast-changing market
Collaborative and willing to support producers and fellow account managers
Performance Metrics
Success in this role is measured by:
Monthly new business revenue written (target: $3,000/month in commission revenue)
Client retention rate at renewal
Same-day response rate on client inquiries
Quote turnaround time on new business opportunities
Account rounding and cross-sell ratio (coverages per client)
Renewal retention rate and premium growth
Client satisfaction and feedback
Work Environment & Benefits
Full-time position — Monday through Friday, 8:30 AM to 5:00 PM
Remote or hybrid work arrangement available
Collaborative, fast-paced team environment that celebrates responsiveness and expertise
Health, dental, and vision insurance
IRA retirement plan
Paid vacation and flexible time off
Professional development support, including designation study assistance
Career growth opportunities as the agency continues to expand
How to Apply
Please submit your resume and a cover letter detailing your commercial lines experience, the types of accounts you have managed, and your approach to client service. We will review all applications and will be in touch with qualified candidates promptly.
The Allen Thomas Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.
