Account Manager - Commercial Lines

About This Role

Manage an assigned book of commercial lines business, ensuring account retention and supporting new business. This role coordinates administrative and customer service activities, resolving complex issues for clients focusing on general, construction, contractors, and real estate sectors.

Responsibilities

• Maintain technical competence and industry expertise in insurance
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals, conducting client research and negotiating coverages
• Monitor accounts receivable reports and collect outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy
• Monitor and maintain activity/suspense to ensure timely completion of tasks
• Maintain frequent, transparent communication with the account team regarding workload status
• Deliver excellent service, proactively anticipate client needs, and respond quickly to service requests
• Stay updated on company policies and procedures and seek best practices for continuous improvement

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)
• Florida Insurance Experience

Qualifications

• High School Diploma (or equivalent)
• 3+ years of account management experience, or 5+ years in the insurance industry

Nice to Have

• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits

Certifications