Commercial Lines Account Manager

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

📋 Description

• Deliver prompt, accurate, and courteous service to clients, producers, and company staff.

• Manage tasks related to acquiring, maintaining, growing, and servicing existing accounts in accordance with agency protocols and carrier guidelines.

• Oversee mid-size to large commercial construction lines accounts.

• Collaborate with the Account Executive and/or Department Lead on client servicing, guidance, and training initiatives.

• Prepare company submissions for both new and renewal business, market accounts, and draft proposals.

• Create change requests and review audits and policies to ensure accuracy.

• Establish and organize new account files in Applied EPIC.

• Invoice agency bill transactions within 48 hours and collect premiums efficiently.

• Inform producers of unpaid audits and request necessary actions.

• Review renewals with producers at least 120 days prior to expiration and develop marketing strategies.

• Prepare and process cancellations while following up on cancellation notices.

• Respond to carrier memos and manage updates accordingly.

• Fulfill client requests, including ID cards, evidence of property, certificates of insurance, and binders.

• Review and distribute policies and related documents to insured parties.

• Assess exposures, negotiate and interpret coverage, and discuss coverage details with clients.

• Evaluate and suggest additional coverage based on client requirements.

• Quote and propose coverage as deemed appropriate.

• Keep producers updated on account activities.

• Review aged receivables, renewal/expiration, and suspense reports.

• Respond to phone calls and emails within 24 hours.

• Process client requests within 24 hours.

• Maintain comprehensive documentation of client activities in EPIC.

• Utilize the EPIC suspense system to follow up on outstanding items.

• Prioritize workload to minimize backlog.

• Participate in special projects and perform other duties as assigned.

• Stay informed on rates, forms, and coverage changes through bulletins, trade publications, and seminars.

⛳️ Requirements

• High school diploma or equivalent is required.

• College degree is preferred.

• Professional designation is advantageous.

• Extensive experience and knowledge of large commercial construction insurance within the New York and New Jersey markets.

• Familiarity with the Applied EPIC system or similar agency management systems.

• Strong knowledge of commercial insurance products.

• Understanding of construction in New York and New Jersey is a significant plus.

• Excellent listening skills.

• Strong attention to detail.

• Positive attitude is essential.

• Must fulfill applicable state insurance licensing requirements for positions that necessitate a state insurance license.

• Must not be disqualified or barred from licensure.

• Must not be prohibited from conducting insurance business under Title 18 U.S. Code, §§1033 and 1034.

🏝️ Benefits

• Competitive salary.

• Exceptional benefits package.

• Paid time off (PTO).

• Paid training opportunities.

• Stress management programs.

• Opportunities to contribute to the community.

• Wellness-oriented work environment.

• Teamwork-focused culture.

• Seminars and classes for professional skill and knowledge development.