Commercial Lines Account Manager

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

📋 Description

• Deliver timely, precise, and courteous service to clients, producers, and company staff.

• Manage tasks related to acquiring, maintaining, enhancing, and servicing existing accounts in line with agency protocols and carrier regulations.

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

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

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

• Create change requests and review audits and policies for correctness.

• Establish and prepare new account files in Applied EPIC.

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

• 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 and follow up on cancellation notices.

• Respond to carrier memos and execute necessary updates.

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

• Review and deliver policies and related documents to insured clients.

• Assess exposure, negotiate and clarify coverage, and discuss coverage with clients.

• Evaluate and recommend additional coverage based on client requirements.

• Keep producers updated on significant account activities.

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

• Maintain thorough documentation of client interactions and correspondence in EPIC.

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

• Prioritize tasks and minimize backlog.

• Engage in special projects and additional responsibilities.

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

• Respond to phone calls and emails within 24 hours.

• Process client requests within 24 hours.

⛳️ Requirements

• A high school diploma or equivalent is mandatory.

• A college degree is preferred.

• Professional designation is an advantage.

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

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

• Understanding of commercial insurance and related products.

• Knowledge of construction in New York and New Jersey is highly beneficial.

• Strong listening skills.

• Attention to detail.

• A positive attitude.

• Candidates must comply with applicable state insurance licensing requirements for roles requiring a state insurance license.

• Candidates must not have been disqualified or barred from licensure, or prohibited from conducting insurance business under Title 18 U.S. Code, §§1033 and 1034.

🏝️ Benefits

• Competitive salary.

• Outstanding benefits.

• Paid time off (PTO).

• Paid training opportunities.

• Stress management programs.

• Opportunities to contribute to the community.

• Wellness-focused work environment.

• Teamwork-oriented workplace.

• Seminars and classes for skill and knowledge enhancement.