Commercial Insurance Account Technician


Position Summary:

Provide support to Commercial Lines team in obtaining, maintaining, expanding, and servicing



  • Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines.

  • Resolve coverage/pricing discrepancies with insurance company.

  • Maintain effective working relationships with current and prospective clients, producers, company, and agency associates.

  • Identify cross sell, account round, and up-sell opportunities refer gaps in coverage and other account deficiencies to Account manager.

  • Support all corporate initiatives as requested, guided by company values, sales culture, business needs and scorecard.

  • Support 4 Account Managers minimum.

  • Communicate clients’ needs and binding instructions to carriers.



  • Minimum 3 years insurance experience in account servicing.

  • Open to continuing education, college degree preferred.

  • Must have a Florida State issued 440 License or commitment to pursue within allotted time frame. 

  • Customer Service Representative designation preferred not required.

  • Relevant 

  • Must be proficient in Word and Excel. 

  • Skills to include but not limited to handling and processing of policies, requesting, and obtaining loss runs, amending policies per request via endorsements, issuing certificates and have a keen eye to detail and accuracy.

  • Ability to work well independently and on a team.

  • Incredible attention to detail and organizational skills.

  • Positive attitude, even in a fast-paced environment.

  • A passion to achieve results, and the resourcefulness to do so.

  • A passion to make customers and coworkers feel important and valued.

  • Capability to work quickly and efficiently.

  • Precise communication skills, verbal and written, even under time constraints.

  • Proficiency with Agency management Systems like TAM or Applied.

  • Salary negotiable based on credentials

  • Precise communication skills, verbal and written, even under time constraints.

  • Hybrid role % of time to be determine