Commercial Lines Account Manager Job at The Agency, Winter Park, FL

STBLZXVYMm43bnI4R0pRYjgwWVFyc1ZtSWc9PQ==
  • The Agency
  • Winter Park, FL

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.

Job Tags

1 day per week,

Similar Jobs

Armed Services YMCA of The U S A

After School Program Facilitator - JBPHH Job at Armed Services YMCA of The U S A

 ...organization to help strengthen our military families. This coming school year, Operation Hero will be held at our ASYMCA branch. This...  ...suggestions/complaints in writing within 48 hours of receipt after consultation with the Branch Director Attend weekly meetings... 

Waybetter Marketing

Marketing Account Manager Job at Waybetter Marketing

 ...Marketing Account Manager Waybetter Marketing is a marketing agency based in Columbia, Maryland. We're currently seeking candidates with...  ...Mondays, Tuesdays, and Thursdays. We offer a hybrid schedule, with remote Wednesdays and Fridays for all employees. This Is... 

Navy Federal Credit Union

Financial Advisor - Lexington Park Job at Navy Federal Credit Union

Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives...  ...the financial clients goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and... 

Recooty

Senior Digital Copywriter Job at Recooty

 ...copywriter to support one of our best .gov clients. This is a hybrid Work-From-Home (WFH) and on-site position (2 days on-site at US Capitol)....  ...:Write and edit a variety of content for web, social media, newsletters, speeches, presentations, correspondence, etc.... 

Suzannah Simmons LLC

Fractional CMO Job at Suzannah Simmons LLC

Direct message the job poster from Suzannah Simmons LLCChief of Staff: Operations / Client Services / Agile Project + Team Mgmt / Events + Marketing Looking for a fractional (maybe leading to employment) marketing director who understands Personal Injury Law in the Mid...