Commercial Lines Account Manager

Job Description

Role Overview

As a Commercial Lines Account Manager, you will be the key liaison between our insurance carriers, our agency, and our clients. Your responsibilities include managing daily client interactions, handling policy endorsements, solving coverage issues, and overseeing the renewal process.

Personal Attributes

Outgoing and energetic personality.

Strong relationship-building skills.

Goal-oriented with a proactive approach.

Thrives in a fast-paced environment.

Lifelong learner with a keen interest in professional growth.

Work Setting

Office-based with options for hybrid or remote work settings.

Application Requirements

Must be able to commute or relocate to Jacksonville, FL 32217.

• Wellness Program
• Flexible Schedule
• Vision Insurance
• Dental Insurance
• Health Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Mon-Fri Schedule
• Tuition Reimbursement
• Hands on Training
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Quarterly Team Building
• Industry Leading 4% 401K match
• Work from Home
• Paid Time Off (PTO)

Key Responsibilities

Prepare insurance summaries, schedules, and proposals for account reviews.

Manage policy renewals, including re-marketing and creating renewal proposals.

Maintain and update client files in our agency management system.

Process and respond to incoming communications efficiently.

Identify and capitalize on cross-sell opportunities.

Qualifications

High school diploma or equivalent; higher education or certifications preferred.

Must hold or obtain a 4-40 or 2-20 Insurance License (2-20 required for remote work).

Experience with Insurance Agency Management Software
- Applied EPIC preferred.

At least 3 years of insurance customer service or related experience.

Strong analytical, listening, and problem-solving skills.

Excellent communication skills and attention to detail.

Ability to prioritize tasks and manage multiple projects under tight deadlines.