Account Manager - Commercial Insurance

The ideal candidate will have 3–5 years of commercial P&C insurance experience, an active Florida 2-20 license, strong organizational skills, and the ability to manage a high volume of accounts, renewals, endorsements, certificates, and client requests.

Key Responsibilities

• Manage a book of commercial insurance accounts alongside assigned producers.
• Serve as the day-to-day point of contact for clients regarding account service needs.
• Process policy changes, endorsements, certificates of insurance (COIs), auto ID cards, and renewals accurately and on time.
• Review policies and fleet lists for accuracy, coverage gaps, and compliance before binding.
• Coordinate with carriers and underwriters on quoting, binding, renewals, and policy servicing.
• Support producers by preparing renewal proposals, marketing submissions, and coverage comparisons.
• Assist clients with claims coordination, including follow-up with adjusters, carriers, and repair shops as needed.
• Ensure accurate client billing and follow up on premium collections.
• Maintain accurate and complete client records within the agency management system.

• Ensure account correspondence, documentation, and files are properly maintained.
• Prepare regular reports for clients and producers as needed.
• Respond promptly and professionally to client and producer calls and emails.
• Identify potential rounding and cross-selling opportunities and communicate them to producers.
• Help improve service processes and workflows as the agency continues to scale.
• Support the agency's transition toward a more efficient and paperless work environment.
• Maintain a high level of accuracy, organization, and responsiveness across all assigned accounts.

Required Qualifications

• 3–5 years of experience as an Account Manager, CSR, or similar position within a commercial insurance agency or brokerage.
• Active Florida 2-20 insurance license – Required.
• Working knowledge of commercial P&C insurance, including:
• • Commercial Auto
  • General Liability
  • Workers' Compensation
  • Umbrella/Excess
• Strong organizational skills and the ability to manage a high volume of accounts and competing deadlines.
• Experience managing renewals, endorsements, COIs, policy changes, and other account servicing activities.
• Strong written and verbal communication skills.
• Professional and customer-focused approach when communicating with clients, producers, carriers, and underwriters.
• Strong attention to detail and ability to identify potential issues before they escalate.
• Ability to multitask, prioritize responsibilities, and work independently.
• Strong computer skills and proficiency with Microsoft Office Suite, including Word, Excel, Outlook, PowerPoint, and OneDrive.
• Ability to work effectively as part of a collaborative team.

Preferred Qualifications

• Bachelor's degree preferred.
• Transportation insurance experience is strongly preferred.
• Experience with AMS360, DocuSign, and InsuredMine.
• Experience supporting Amazon DSP or FedEx ISP insurance programs.
• Familiarity with commercial property, construction, or aviation risks.
• Experience supporting producers within a fast-growing insurance agency or brokerage.

Software & Technology

Experience with the following is preferred:

• AMS360
• DocuSign
• InsuredMine
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• Microsoft OneDrive

Join a fast-growing commercial insurance agency with national reach.
Work with clients across transportation, construction, aviation, and other commercial industries.
Gain exposure to specialized insurance programs, including Amazon DSP and FedEx ISP.
Work closely with experienced producers, carriers, and underwriters.
Become part of a close-knit team where your ideas and contributions can directly impact company growth.
Opportunity for professional growth as the agency continues to scale nationally.
Contribute to improving processes, technology, and the overall client experience.