Commercial Lines Account Manager

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.

Benefits

Annual Base Salary + Bonus Opportunities

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)

Responsibilities

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.

Requirement

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 1-2 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.