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Commercial Lines Account Manager

The Agency - Englewood, FL

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Job Description

Our client is a well-established independent insurance agency located in Englewood, 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 an in-office position, working 4 days per week at the Englewood location. The Account Manager will manage a commercial book of business. You will serve as the primary point of contact for clients, ensuring a high level of service, handling renewals, and identifying opportunities to enhance coverage. The ideal candidate is proactive, organized, and experienced in commercial insurance account management.Client Relations & Account ManagementAct as the main point of contact for a diverse portfolio of commercial clients.Maintain strong client relationships through proactive and responsive communication.Collaborate with producers and internal teams to deliver customized insurance solutions.Identify opportunities to cross-sell additional coverages, including EPLI, Cyber, and Umbrella policies.Policy Servicing & RenewalsManage mid-term policy changes, endorsements, and client updates.Oversee the renewal process, including coverage reviews, pricing updates, and loss history analysis.Prevent coverage gaps and provide proactive risk management support to clients.Operational Efficiency & ComplianceUtilize agency management systems to track policy details and optimize workflow efficiency.Suggest and implement process improvements to enhance service delivery.Ensure full compliance with state and industry regulations.Reporting & Strategic InsightGenerate reports to track account performance and retention metrics.Work with leadership to establish and meet service-related KPIs.Provide client feedback and market insight to help shape agency strategy.Qualifications & Requirements2+ years of experience in commercial insurance account management.In-depth knowledge of commercial insurance products, coverage options, and claims handling.Active Florida Property & Casualty Insurance License.Strong client relationship, negotiation, and problem-solving skills.Experience with AMS/CRM systems like HawkSoft, Veruna, EzLynx, Applied Epic, or similar.Able to work effectively both independently and as part of a team in a fast-paced environment.Compensation & BenefitsCompetitive salary, commensurate with experience.Performance-based bonuses.Health, dental, and vision insurance coverage.

Created: 2025-05-31

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