Commercial Lines Account Manager

Commercial Insurance Account Manager

Company:

We are a national insurance alliance supporting independent insurance agencies with carrier access, operational support, and growth resources. Our mission is to help agents and agencies scale profitably while delivering exceptional service to their clients. We are growing our Florida operations and are seeking an experienced Commercial Insurance Account Manager to support and service an established commercial lines book of business in Riverview Florida.

Position Summary

The Commercial Insurance Account Manager is responsible for the day-to-day servicing and retention of commercial insurance clients. This role focuses on account management, policy servicing, renewals, endorsements, and identifying cross-sell and upsell opportunities within the existing commercial book.

This is a service-driven role that works closely with producers, carriers, and internal teams to ensure clients receive timely, accurate, and proactive support.

Key Responsibilities

Account & Policy Management

· Service a book of commercial insurance accounts across multiple industries and policy types

· Process endorsements, certificates of insurance, audits, policy changes, and coverage inquiries

· Manage commercial renewals from start to finish, including marketing, remarketing, and carrier negotiations

· Review policies for accuracy and coverage consistency prior to binding and delivery

Client Service & Retention

· Serve as the primary point of contact for assigned commercial clients

· Provide professional, timely responses to client requests and coverage questions

· Proactively identify coverage gaps and risk exposures

· Maintain high retention through consistent follow-up and relationship management

Cross-Selling & Growth

· Identify cross-sell and upsell opportunities within the existing commercial book (e.g., EPLI, cyber, umbrella, workers’ compensation, professional liability)

· Collaborate with producers to introduce additional coverages and strengthen client relationships

· Support agency growth initiatives through account rounding and retention strategies

Carrier & Internal Coordination

· Work directly with carrier underwriters and marketing reps

· Maintain accurate and complete documentation within the agency management system

· Ensure compliance with carrier, E&O, and internal service standards

· Collaborate with producers, leadership, and operations to ensure seamless account handling

Qualifications

Required

· Florida Property & Casualty 2-20 license (active and in good standing)

· 2 years of commercial insurance account management or servicing experience

· Strong understanding of commercial coverages (BOP, GL, Auto, WC, Property, Umbrella, etc.)

· Experience servicing middle-market and small commercial accounts

· Excellent organizational, communication, and follow-up skills

Preferred

· Experience working within an independent insurance agency or insurance alliance

· Familiarity with agency management systems (HawkSoft or similar)

· Experience with cross-selling and account rounding in a commercial book

· Ability to manage multiple deadlines in a fast-paced environment

Compensation & Benefits

· $70,000 annual base salary

· Health, dental, and vision insurance options

· 401(k) with company participation

· Paid time off and holidays

Benefits:

· 401(k)

· 401(k) matching

· Health insurance

· Paid time off

Work Location: In person