Job Description

Our client is a well-established independent insurance agency in Winter Park, 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 a hybrid position requiring 4 days in-office and offering 1 day remote each week . The Account Manager will be responsible for managing a commercial book of business totaling approximately $3 million in premium. You’ll be the primary point of contact for clients, ensuring high-touch service, handling renewals, and identifying opportunities to enhance coverage. Ideal candidates are proactive, organized, and experienced in commercial insurance account management.

Client Relations & Account Management

• Serve as the primary contact for a diverse portfolio of commercial clients.
• Maintain strong client relationships through responsive and proactive communication.
• Collaborate with producers and internal teams to deliver tailored insurance solutions.
• Identify opportunities to cross-sell additional policies, including EPLI, Cyber, and Umbrella coverage.

Policy Servicing & Renewals

• Handle mid-term policy changes, endorsements, and client updates.
• Manage the renewal process, including reviewing loss histories, coverage adjustments, and pricing.
• Prevent coverage gaps and support clients with proactive risk management advice.

Operational Efficiency & Compliance

• Utilize agency management systems to track policies and streamline workflows.
• Propose and implement process improvements to boost service delivery.
• Ensure compliance with state and industry regulations.

Reporting & Strategic Insight

• Generate reports to assess account performance and client retention.
• Collaborate with leadership to establish service KPIs and support agency growth.
• Share client feedback and market insights to inform service and product strategies.

Qualifications & Requirements

• 5+ years of experience in commercial insurance account management.
• Strong understanding of commercial insurance products, coverages, and claims processes.
• Active Property & Casualty Insurance License (Florida).
• Proficient in client relationship management, negotiations, and problem-solving.
• Familiar with AMS/CRM systems such as HawkSoft, Veruna, EzLynx, Applied Epic, or similar.
• Ability to thrive independently and collaboratively in a fast-paced setting.

Compensation & Benefits

• Competitive salary , based on experience.
• Performance-based bonuses .
• Health, dental, and vision insurance coverage.

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