Commercial Lines Account Manager
Our client is a well-established independent insurance agency located in Englewood, FL , specializing in personalized insurance solutions for individuals and businesses. Known for delivering tailored coverage and exceptional client service, they are seeking a skilled and motivated Commercial Lines Account Manager to join their growing team.
This is an in-office position, working 4 days per week at the Englewood location. The Account Manager will manage a commercial book of business. You will serve as the primary point of contact for clients, ensuring a high level of service, handling renewals, and identifying opportunities to enhance coverage. The ideal candidate is proactive, organized, and experienced in commercial insurance account management.
Client Relations & Account Management
• Act as the main point of contact for a diverse portfolio of commercial clients.
• Maintain strong client relationships through proactive and responsive communication.
• Collaborate with producers and internal teams to deliver customized insurance solutions.
• Identify opportunities to cross-sell additional coverages, including EPLI, Cyber, and Umbrella policies.
Policy Servicing & Renewals
• Manage mid-term policy changes, endorsements, and client updates.
• Oversee the renewal process, including coverage reviews, pricing updates, and loss history analysis.
• Prevent coverage gaps and provide proactive risk management support to clients.
Operational Efficiency & Compliance
• Utilize agency management systems to track policy details and optimize workflow efficiency.
• Suggest and implement process improvements to enhance service delivery.
• Ensure full compliance with state and industry regulations.
Reporting & Strategic Insight
• Generate reports to track account performance and retention metrics.
• Work with leadership to establish and meet service-related KPIs.
• Provide client feedback and market insight to help shape agency strategy.
Qualifications & Requirements
• 2+ years of experience in commercial insurance account management.
• In-depth knowledge of commercial insurance products, coverage options, and claims handling.
• Active Florida Property & Casualty Insurance License.
• Strong client relationship, negotiation, and problem-solving skills.
• Experience with AMS/CRM systems like HawkSoft, Veruna, EzLynx, Applied Epic, or similar.
• Able to work effectively both independently and as part of a team in a fast-paced environment.
Compensation & Benefits
• Competitive salary, commensurate with experience.
• Performance-based bonuses.
• Health, dental, and vision insurance coverage.
Insurance
Management, Business Development, and Customer Service
Full-time