Commercial Lines Account Manager

Role Overview

• Provide quality service to existing clients while effectively managing and growing a commercial lines book of business.
• Build strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency.
• Manage remarketing, review, and requoting of renewals, ensuring thorough documentation of all actions and correspondence within the management system.
• Process and collect insureds payables, including the creation and management of premium finance agreements.
• Maintain and update account information in the management system, including coverage details and premium adjustments.
• Identify opportunities to expand client portfolios by recommending additional insurance products to round out accounts.
• Review and process policy endorsements and cancellations promptly and accurately.
• Handle certificate processing and mortgagee change requests to maintain compliance and customer satisfaction.
• Review and respond to underwriting memos, coordinating with underwriters to resolve outstanding issues.

Requirements

• 1-3 years of experience in account management, or customer service roles.
• Florida 2-20 Insurance License required.
• Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management.
• Bachelors Degree in Sales, Business Administration, Marketing, or a related field is a plus.
• Possess comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Demonstrated experience in building and maintaining strong client relationships
• Exhibit strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Showcase exceptional problem-solving skills and a persistent approach to achieving successful resolutions.
• Display excellent written and verbal communication skills to convey information clearly and transparently.
• Proficiency in using software systems, including Customer Relationship Management (CRM) tools and Microsoft Office Suite.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)