Commercial Lines Account Manager
- Santa Rosa Beach, FL, United States
$55,000 to $65,000 USD / year
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Job details
- Pay
- $55,000 to $65,000 USD / year
- Apply by
- Experience
- 5+ years of Commercial Lines insurance experience
- Posting language
- English
- Posted
Original job description
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 716-426-1443 or email me an updated resume to danielle.lesefske@gogpac.com
More about this job
Skills
- Communication skills
- Underwriting
- Upselling
- Documentation
- Presentation skills
- EPIC
- Insurance market