Commercial Lines Account Manager

• Process daily mail, emails, faxes, and telephone requests for assigned accounts, ensuring timely handling of client needs
• Maintain and update client data in the system to ensure accurate and current account records
• Review applications, endorsements, and renewal requests for compliance with underwriting guidelines
• Prepare and process insurance documents including binders, policies, certificates, audits, and cancellations
• Validate coverage details, policy ratings, and manage suspense or follow-ups for outstanding items
• Handle billing and invoicing tasks promptly and advise accounting on appropriate posting of received funds
• Assist with premium collections and process premium finance agreements when required
• Serve as back-up support for other Account Managers and maintain accurate expiration records
• Foster relationships with clients, underwriters, marketing reps, and internal teams to support client retention and service excellence
• Continuously build commercial lines knowledge and perform clerical duties such as faxing, proofreading, and document preparation

• Florida 4-40 license
• Florida 2-20 License
• Associate or bachelor's degree (preferred)
• High school diploma
• Proficient with MS Office Suite
• 2 years of service experience in the insurance industry
• Industry software experience (preferred)

Industry software experience

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more