Account Manager - Commercial Lines

About This Role

Manage an assigned book of commercial insurance business, ensuring client retention and supporting new sales efforts, while coordinating administrative tasks and resolving complex customer service issues.

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business
• Coordinate day-to-day administrative and customer service activities
• Resolve complex issues and ensure no errors or omissions in policy administration
• 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
• Maintain frequent, transparent communication with the account team regarding workload status and issues

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