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 Management

• Act 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 & Renewals

• Manage 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 & Compliance

• Utilize 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 Insight

• Generate 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 & Requirements

• 2+ 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 & Benefits

• Competitive salary, commensurate with experience.
• Performance-based bonuses.
• Health, dental, and vision insurance coverage.

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