Account Manager - Commercial Lines

About This Role

Manage an assigned book of commercial insurance business, ensuring account retention and supporting new business. Coordinate administrative and customer service activities for clients, maintaining technical competence and industry expertise.

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions
• Maintain technical competence and industry expertise
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, prepare submissions, negotiate coverages, and present proposals
• Monitor reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Maintain frequent, transparent communication with the account team regarding workload status and any 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

Certifications