Account Manager - CL

Job ID
# of Openings
Commercial Lines Service
Office Location
1326 Cape Coral Pkwy E
Location : Location
US-FL-Cape Coral


Job Title: Account Manager - CL

Department: Commercial Lines

Reports to: VP - CL

FLSA Status: Exempt

Job Code: CL12AEXE



Career opportunity position is primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards.  All inquiries will be kept confidential. Only Commercial Lines experienced candidates need apply.



Essential Duties and Responsibilities include the following but are not l imited to:


* Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc...


* Cross selling products to potential customers


* Managing established book of accounts


* Negotiating renewals for existing customers


* Obtaining information and documentatnoi from new and existing clients


* Resolving customer issues




Qualifications 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                                                  

  • 3-5 or more years of Commercial insurance industry experience related to servicing commercial accounts
  • Property and Casualty 220 licensed
  • Knowledge of Insurance and/or Brokerage business                                            

Language Skills  

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


Mathematical Skills                                                    

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


Reasoning Ability                                            

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.


Computer Skills                                              

To perform this job successfully, an individual should have knowledge of agency management system (Applied (TAM or EPIC) preferred), internet software; Spreadsheet software and Word Processing software, including Microsoft Office, Word, Excel and Outlook.


Certificates, Licenses, Registrations

Appropriate insurance license(s), CIC, CPCU a plus


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