Commercial Lines Account Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Develop, design, and execute tailored insurance programs for clients in line with agency protocols.

• Keep abreast of carrier updates and new Federal/State regulations impacting clients.

• Advise, inform, and educate clients regarding coverage options, exclusions, risks, and audit procedures.

• Create premium allocations for client accounts.

• Negotiate terms and conditions with carriers on behalf of clients.

• Offer technical coverage and proposal assistance to producers.

• Draft proposals, insurance summaries, and applications.

• Send documents to insured parties and carriers, secure client signatures, and follow up for prompt responses.

• Remarket accounts and liaise with clients in collaboration with producers.

• Renew policies following agency standards.

• Establish priorities and manage workflow to ensure efficient, timely, and precise transaction processing.

⛳️ Requirements

• 3-5 years of experience in Commercial Property & Casualty Insurance is mandatory.

• An active General Lines or Property & Casualty License is essential.

• A 220 License is required.

• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is necessary.

• Experience with Applied Epic is preferred, or familiarity with a similar Account Management System (AMS) is acceptable.

• Capability to lift 25 pounds.

• Frequent use of vision to read documents and computer displays.

• Regular use of hearing and speech to communicate via telephone and in person.

• Repetitive hand motions, including typing, writing, and using a 10-key keypad.

• Ability to walk, bend, sit, reach, and stretch in various directions.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Prescription drug coverage.

• 401K plan.

• Equity incentive program.

• Various supplemental benefits for physical, emotional, and financial wellness.

• Employee Wellness Program.

• Paid holidays provided by the company.

• Paid Time Off (PTO).