Remote work Commercial Lines Account Manager job at The Agency. Winter Park, FL.
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 bonusesHealth, dental, and vision insurance coverage.J-18808-Ljbffr