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

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  • 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,

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