Account Manager - Commercial Lines

About This Role

This role manages an assigned book of business, ensuring client retention and supporting new business. It involves coordinating day-to-day administrative and customer service activities within commercial lines insurance, while resolving complex issues without errors.

Responsibilities

• Maintain technical competence and industry expertise in Commercial Lines insurance
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, and claims
• Conduct coverage analysis and manage policy expirations and renewals
• Prepare submissions, negotiate coverages, and present proposals for renewals
• Monitor reports and collect outstanding balances for delinquent accounts
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload and issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• Stay updated on company policies and procedures and champion IOA values

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
• Florida Insurance Experience
• Proficiency in MS Office (Outlook, Word, Excel)

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