This position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel. The essential duties and functions (in no particular order) include:


  • Prepare Client Meeting Agendas and document and confirm meeting outcome and/or any other relevant communications with Client via Meeting Minutes or similar confirming memorandum.
  • Proactively manage the renewal book through Pre-renewal strategy plan to include initiation of pre-renewal meetings with the Sales Producer and/or clients, develop executive summary, prepare renewal questionnaire, review claims and loss control, and conduct survey of alternative renewal options.
  • Facilitation of remarketing accounts to include preparing renewal applications for carrier submissions, perform online rating (when necessary), and negotiation of coverage, pricing, and services.
  • Conduct coverage analysis on renewal options vs expiring insurance program.
  • Prepare renewal proposals per JGS Commercial Lines standards.
  • Obtain premium finance quotes when requested.
  • When required present renewal proposals to Commercial Lines accounts.
  • Prepare and review all renewal applications and assist in quality control process of policies, endorsements and audits for accuracy.
  • Have an in-depth understanding of the operations, exposure, and coverage on each commercial lines account.
  • Grow and develop talents and insurance knowledge to highest level possible.
  • Be a resource for others in the firm for those talents and insurance knowledge.
  • Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
  • Service and renew Commercial Lines account as assigned and aid in all client services matters.
  • Assist Accounting in the collection or resolution of premiums matters per established agency procedures.
  • Attend meetings with current client(s) and prospective client(s) with producer or company representative when requested.
  • Initiate, prescreen and help Assistant Account Manager in preparing endorsement requests for Commercial Lines clients.
  • Help Assistant Account Manager in the preparation and processing of cancellations when required.
  • Support and advise the Assistant Account Managers when needed on requests for Certificates of Insurance as required within 24 hours of the receipt of request.
  • Conduct contract review in regards to insurance specifications.
  • Manage, setup,and maintain account files per agency procedures in AMS360 and ImageRight/WorkSmart systems.
  • Notify Sales Producer of any unpaid policy premiums, audits and/or disputes and set appropriate actions in accordance with established agency collections procedure.
  • Manage Assistant Account Managers in the preparation of Evidence of Property, certificates of insurance, auto ID cards, and binders.
  • Deliver policies and related documents to Commercial Lines accounts as needed.
  • Maintain and manage suspense items in a timely manner.
  • Be current on insurance industry changes of rules, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools.
  • Participate in seminars and continuing education classes for skill and knowledge development.
  • Service Commercial Lines Accounts in a manner to eliminate gaps in coverage, thus reducing E&O (errors and omissions) exposures.
  • Prioritize workload and/or request assistance as required.
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
  • Meet periodically with clients to discuss and handle their insurance needs.
  • Assist JGS’ Claims and Risk Control and any other parties in providing coverage information.
  • Keep Sales Producers fully informed of all important activities on their accounts.
  • Assist all other departments and producers in cross selling and account rounding.


  • Education: Bachelor’s degree or equivalent education
  • Required Valid New Jersey insurance license
  • 5 years’ experience on the commercial lines Account Management, preferably Middle Market and Large Accounts
  • Proficiency in Agency Management Systems (preferably AMS360 and ImageRight/WorkSmart and Microsoft Office, especially Excel, Word and Outlook.
  • Excellent organizational skills, attention to detail and ability to respond to requests quickly, effectively and efficiently
  • Excellent presentation, listening, and communication skills
  • Ability to meet agency growth and retention goals
  • Exceptional interpersonal skills with management, clients and co-workers
  • Strong customer service skills to assist the customer cooperatively and courteously
  • Ability to work independently and carry out assignments to completion with minimum instruction

Job Type: Full-time


  • commercial lines Account Management: 5 years (Preferred)
  • Agency Management Systems (AMS360, etc): 3 years (Preferred)


  • Bachelor’s (Preferred)


  • New Jersey Insurance (Required)

Job distance:

  • Holmdel, NJ: Between 31 and 40 miles (Preferred)


To apply, please email your cover letter and resume to