Commercial Lines Account Representative

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.

Heritage Insurance Services, a member of TCP LLC, a fully owned subsidiary of Great American Insurance Group, is seeking a Commercial Lines Account Representative. Heritage Insurance is an insurance affiliate of American Financial Group, the parent company of Great American Insurance Group. The agency provides a variety of insurance packages while serving the needs of musicians, instrument dealers, and the general community. Heritage’s culture is built on connection, shared learning, and strong relationships. To support this, employees in this role are expected to be on-site four days a week, with the flexibility to work one day remotely. Core in‑office days are Tuesday–Thursday, with the fourth day determined by business needs.

Essential Job Functions and Responsibilities

• Serves as a primary point of contact for assigned commercial accounts, ensuring timely and accurate service delivery.

• Manages day-to-day client needs including policy changes, certificates of insurance, billing inquiries, and claims support.

• Coordinates with Account Managers and Producers to prepare renewals, proposals, and coverage summaries.

• Maintains strong relationships with clients by providing responsive, knowledgeable, and solutions-oriented service.

• Collaborates with insurance carriers to obtain quotes, resolve issues, and process endorsements.

• Ensures all client information is accurately maintained in the agency management system.

• Monitors policy expirations and proactively assist with renewal processes and supports the onboarding of new clients and assist with account setup and documentation.

• Performs other duties as assigned.

Job Requirements

• Property & Casualty Agent License required.

• Generally, 2 to 5 years of commercial lines experience.

• Experience with AMS360 preferred.

• Candidate should have excellent written and verbal communication skills, be detail-oriented, able to work in deadline driven environment, and be able to self-manage flow of work with multiple competing tasks.

• Performs work under limited supervision.

Business Unit:

Trusted Coverage Professionals Agency

Benefits:

We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.

 

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.

 

*Excludes seasonal employees and interns.