Commercial Lines Account Manager

Senior Account Manager - Commercial Lines

Salary: $80k-$100k (depending on experience)

Location: Tampa, FL (hybrid with 1-2 days in office)

Industry: Insurance (book focus - Construction, General)

Employment Type: Direct Hire

Company Overview: Large privately held insurance brokerage who is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.

Position Overview: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team.

Key Responsibilities:

• Technical Competence: Maintain a high degree of technical competence and industry expertise.
• Team Leadership: Direct daily activities and workflow of the account management team.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion Company Values: Demonstrate integrity and leadership.

Preferred Qualifications:

• 5+ years of account management experience or 7+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing; professional designation (CIC or equivalent) preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, multitasking, and organizational skills
• Excellent communication skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

What Our Client Offers:

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

EOE/ADA

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