• Insurance Account Manager (P&C)

    Job ID
    # of Openings
    Commercial Lines Service
    US-FL-Lake Mary
  • Overview

    The Account Manager is responsible for providing sales support at the direction of the Commercial Lines Manager. The Account Manager provides customer service by handling the day to day operations of clients' insurance needs. The Account Manager will work with the Producer, Senior Account Executive, and Commercial Lines Manager to design proper insurance and risk management services for clients.


    Essential Duties and Responsibilities include the following. Other duties may be assigned.

    • Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Commercial Lines Manager.   Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Commercial Lines Manager, and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
    • Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, 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.
    • Sends new/renewal business submissions - applications, loss history, etc. - to appropriate insurance companies and negotiates premiums, coverages, terms and conditions.
    • Provides insurance program summary in the form of proposals for delivery to the client.


     Education and/or Experience                     

    • FL 2-20 License or equivalent out of state license that can be converted to a FL  2-20 license
    • Minimum 3 years of  P&C*  Experience in the role of Account Manager in a retail agency
    • College Degree or Minimum of 5 years P&C* experience with at least 3 years as an Account Manager in a retail agency
    • Proficiency in Word, Excel and Outlook
    • Experience of Agency Management Systems (AMS 360, TAM, EPIC or Equivalent Insurance Agency Management System)
    • Experience with various types of business risks and multiple lines of insurance coverage


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