Commercial Lines Account Manager

Commercial Lines Account Manager

We are seeking an experienced Commercial Lines Account Manager to join a growing insurance team in Florida. This position is responsible for managing a diverse portfolio of commercial accounts while providing exceptional client service, supporting producers, coordinating renewals, and maintaining strong carrier relationships. The ideal candidate is a knowledgeable, organized insurance professional who takes ownership of their accounts and can effectively manage multiple priorities while delivering a high level of service.

Key Responsibilities

• Client & Account Management
• Serve as the primary day-to-day contact for assigned commercial clients
• Build and maintain strong, long-term client relationships
• Respond promptly and professionally to client questions and coverage needs
• Assist with certificates, endorsements, policy changes, billing questions, and other service requests
• Review client exposures and assist with appropriate coverage recommendations
• Resolve account issues and provide proactive communication throughout the policy lifecycle

Renewals & Marketing

• Manage the renewal process from preparation through policy issuance
• Review coverage, exposures, loss history, and client needs
• Prepare renewal applications and complete underwriting submissions
• Market accounts to appropriate carriers and wholesalers
• Obtain and compare quotes, terms, conditions, and coverage options
• Present renewal options and recommendations to clients and producers
• Follow up with carriers and underwriters to ensure timely completion

New Business Support

• Assist producers with new business submissions and marketing
• Gather underwriting information and prepare complete submission packages
• Identify appropriate markets based on carrier appetite and account needs
• Coordinate quoting, proposals, binding, and policy issuance
• Support producers in developing and retaining profitable client relationships
• Identify opportunities for account rounding and cross-selling

Policy & Account Administration

• Process endorsements, policy changes, cancellations, audits, certificates, and other transactions
• Review policies, binders, endorsements, and invoices for accuracy
• Maintain complete and accurate account documentation in the agency management system
• Follow agency procedures, carrier requirements, and regulatory guidelines
• Assist with claims-related inquiries and policy discrepancies as needed

Carrier & Team Relationships

• Develop strong relationships with carriers, wholesalers, and underwriters
• Communicate effectively regarding account needs and coverage requirements
• Stay current on carrier appetite, underwriting guidelines, products, and market conditions
• Partner closely with producers and internal teams to ensure seamless client service
• Assist with client meetings and account presentations when needed

Minimum Qualifications

• Active Florida 2-20 General Lines insurance license required
• 5+ years of Commercial Lines insurance experience
• Strong knowledge of commercial insurance products, coverages, and policy administration
• Experience managing renewals, marketing, quoting, and policy servicing
• Strong understanding of carrier underwriting requirements and market conditions
• Experience with an agency management system; Applied EPIC preferred
• Strong computer, organizational, and communication skills

Preferred Qualifications

• Experience managing small to middle-market commercial accounts
• CISR, CIC, or other insurance designation preferred
• Experience with Florida commercial insurance markets
• Bachelor's degree or equivalent insurance experience

This is an excellent opportunity for a commercial insurance professional looking to join a supportive team with opportunities for professional growth, competitive compensation, and long-term career development.

If interested: Reach out to me for a confidential conversation at View phone number on click.appcast.io or email me an updated resume to View email address on click.appcast.io