Commercial Lines Account Manager

Job ID
# of Openings
Customer Service/Support
US-FL-Lake Mary


Job Title: Commercial Lines (CL) Account Manager

Department: Commercial Lines

Reports To:  Commercial Lines Manager

FLSA Status: Non-Exempt

Job Code: Account Manager


Summary: The Account Manager is responsible for providing sales support at the direction of the Commercial Lines Manager and Producer. The Account Manager provides customer service by handling the day to day operations of clients' insurance needs.


Essential Duties and Responsibilities


Develops complete client information and applications for new and renewal business under the direction of the Producer and Commercial Lines Manager.   Identifies and requests renewal exposures.  Guides clients through the renewal process, in conjunction with the Producer. Sets up renewal marketing submission for marketing department.


Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audits, and account balance status when requested.  Ensures that these items are given to client in a timely manner.  Initiates appropriate correspondence with carriers and clients.  Responds to requests from clients and insurance companies.


Maintains files with proper records according to company procedures.  Maintains good internal file audit results.


Assists in the development of strong business relationships with appropriate insurance carrier personnel.  Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.


Provides coverage training to co-workers as needed.


Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.


Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner. 


Determines reasons for requests for cancellation and follows cancellation procedures accordingly.

Refers current and prospective clients to other Agency departments for solicitation of other lines of business.


Participates in required continuing professional development.


Follows company procedures with respect to all essential duties and responsibilities of the job.


Supervisory Responsibilities                                     

There are no supervisory responsibilities for this position.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                                

High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience. Post secondary degree preferred.


Language Skills                                                

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.


Mathematical Skills                                                     

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.


Reasoning Ability                                             

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.


Computer Skills                                               

To perform this job successfully, an individual should have knowledge of agency management system and Microsoft suite of products including Outlook.


Certificates, Licenses, Registrations

All applicable insurance licenses.


Other Skills and Abilities                                          

Full knowledge of insurance markets.


Other Qualifications                                                

Completion of company training program for Account Managers.


Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.


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