Perform daily service on assigned task by Client Advisors and/or Account Executives with the agency’s written procedures
Lead day-to-day service and stewardship of a designated book of large and complex commercial accounts
Review and analyze policy audits, ensuring accuracy and proactively addressing discrepancies with carriers and clients
Ensure accuracy and completeness of all policy documents, endorsements, and binders
Provide expert-level client support, responding promptly to inquiries and service needs
Issue and manage certificates, endorsements, policies, ID cards, and other coverage documents
Maintain precise documentation of all client activities, communications, and transactions within the agency management system (Applied EPIC)
Utilize agency technology platforms to enhance workflow efficiency and accuracy
Serve as a strategic partner to Producers and Account Executives
Maintain deep expertise in commercial insurance coverages and policy language
Support continuous improvement initiatives, including workflow enhancement, training, and cross-functional collaboration

5+ years experience in the Real Estate/Condo market in the state of Florida required
Active Commercial Lines Property & Casualty license required
Strong organizational skills
ability to prioritize and be proactive
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
Applied Systems / EPIC experience a plus

Senior Account Manager, Commercial Lines

Key skills