Commercial Insurance Account Manager 


Position Summary:

Middle Market Accounts, $500k Book of Business in Revenue, varied types of business.
Primary focus on Property and Casualty including but not limited to Condominiums, Restaurants
and Professional Liability.



  • Communicate clients’ needs and binding instructions to carriers.

  • Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.

  • Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.

  • Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.

  • Accurately input policy updates and account information.

  • Planning and directing quoting process, implementation, and administration of various accounts over several industries.

  • Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.

  • Ensure that all regulatory requirements are met and complies with all internal policies and procedures.

  • Maintain knowledge of and analysis insurance regulations, trends, and prevailing practices among similar organizations.

  • Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information.

  • Create and prepare quotes and proposals.

  • Assist with client presentations.

  • Prepare and present renewal proposals to existing clients.

  • Make necessary contacts both inside and outside of the organization to obtain client requested information.

  • Support sales efforts by managing assigned new business submissions and accounts as effectively as possible.

  • Assist with managing the entire account-service process.

  • Check policies/endorsements/audits for accuracy.

  • Developing corporate plans for a variety of HR matters such as compensation, benefits, health, and safety etc.



  • Minimum 5 years’ experience in Commercial Lines

  • Proficiency with Agency management Systems like TAM or Applied.

  • Salary negotiable based on credentials

  • Must have a State of Florida 220 License

  • Preferred CSR Designation