Commercial Insurance Account Manager
Indexed description
Responsibilities
- Manage and service a designated book of commercial business in accordance with agency standards.
- Advise clients on coverage options, exposures, and risk management solutions.
- Coordinate renewals, policy changes, endorsements, and invoicing.
- Review policies and coverages for accuracy and appropriate rating.
- Prepare proposals, summaries, certificates, and related documentation.
- Market and quote new and renewal business, ensuring competitive placement.
- Collaborate strategically with producers and leadership to retain and grow accounts.
- Maintain accurate records within the agency management system.
- Build and sustain strong relationships with carriers, partners, and vendors.
- Assist with special projects or initiatives as directed by management.
- Minimum 4 years of experience managing large commercial accounts in an agency or brokerage setting.
- Strong understanding of the Florida commercial insurance market.
- Holds an active 2-20 license.
- Proficiency with Applied Epic or similar agency management software preferred.
- Excellent organizational, communication, and multitasking skills.
- $70,000–$80,000 annually, plus comprehensive benefits and remote flexibility.
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