Account Manager, Commercial

IRG Ventures LLC•Fort Lauderdale, FL
•Onsite

About The Position

Supersure Insurance Agency, LLC is hiring an Account Manager to own an assigned book of commercial Property & Casualty accounts after the sale. The Account Manager is responsible for day-to-day client service, renewals, and remarketing when needed, with direct ownership of the client relationship and account workflow. The role works closely with the Producer and the SVP of Insurance Operations in a growing commercial insurance operation where processes are still being developed. The position requires working in the Miami office during training and, once it opens, full-time in-office work in Fort Lauderdale. The Account Manager will manage service requests, verify carrier-issued policies against what was ordered, assist clients with claims, lead renewals from data collection through client presentation, approach carriers for quotes, and remarket accounts when appropriate. The role also includes maintaining carrier relationships, coordinating with the Producer, escalating issues appropriately, and identifying cross-sell and upsell opportunities. All insurance sales, solicitation, negotiation, and related activities must be conducted only by individuals holding all required licenses and appointments in the applicable jurisdictions.

Requirements

  • At least three years of commercial Property & Casualty account management or service experience in a retail agency or brokerage.
  • Active Florida 2-20 General Lines Agent license, with continuing education current and as required to maintain active licensure.
  • Demonstrated experience in servicing, renewals, and remarketing, with specific examples of each.
  • Hands-on experience building carrier submissions and driving underwriters to quote.
  • Experience presenting renewals directly to clients, including at least one renewal involving a rate increase.
  • Working knowledge of general liability, commercial property, workers compensation, commercial auto, umbrella, and commercial package policies.
  • Proficiency with an agency management system and CRM.
  • Ability to work in the Miami office during training and in Fort Lauderdale once that office opens.

Nice To Haves

  • Applied Epic experience; described as a strong advantage.
  • Salesforce experience.
  • CIC, CISR, or ACSR designation.
  • Bachelor’s degree.
  • Experience managing a book through a heavy, concentrated renewal season.

Responsibilities

  • Serve as the primary day-to-day contact for assigned commercial accounts from the point of sale and across multiple policy terms.
  • Handle certificates and evidence of insurance, binders, endorsements and policy changes, auto fleet updates and ID cards, billing questions, premium audits, and loss run requests.
  • Review carrier-issued policies against what was ordered and identify discrepancies before they reach clients.
  • Report claims for clients, answer claim questions, identify loss trends to raise, and follow claims through to resolution.
  • Lead renewals end to end: begin early, collect exposure data, select carriers to approach, build submissions, obtain carrier quotes, compare coverage and pricing, and present renewals directly to clients.
  • Decide when remarketing is warranted, work the market, and explain outcomes to clients, including rate increases.
  • Work directly with underwriters and wholesalers; communicate carrier selection outcomes and maintain relationships with carriers that did not win an account.
  • Coordinate new-business handoffs with the Producer and keep the Producer informed about account status, risks, and rounding opportunities.
  • Resolve issues within the role’s scope and escalate other issues early with a recommendation.
  • Identify cross-sell and upsell opportunities during the renewal cycle.

Benefits

  • 100% employer-paid health insurance premiums for monthly coverage costs.
  • Dental and vision coverage available at a low monthly premium cost to the employee.
  • Health savings account (HSA) with employer contributions.
  • Mental health resources.
  • Company-paid life insurance and short-term disability.
  • 401(k) with dollar-for-dollar company match up to 4% and 100% immediate vesting.
  • Free snacks, drinks, and team events.
  • Competitive paid time off.
  • 12 paid holidays and one floating holiday.
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