Account Manager | Property & Casualty

CBIZ•Palm Beach Gardens, FL

About The Position

The Account Manager manages day-to-day service delivery for an assigned portfolio of middle-market commercial property and casualty clients, including complex, multi-line accounts across a variety of industries. The role serves as the primary client service contact and builds trusted relationships with clients, carrier partners, and internal stakeholders. The Account Manager resolves moderately complex service issues, coordinates with Producers, Account Executives, carriers, and underwriting partners, and supports marketing and renewals. The role conducts policy reviews, assists clients with understanding coverage options and emerging risks, identifies potential coverage gaps, and refers appropriate opportunities to Producers. It also maintains accurate client documentation, ensures compliance with applicable requirements, develops carrier and vendor relationships, and provides guidance and training to less experienced service team members.

Requirements

High school diploma or GED required.
3 to 5 years of customer service experience in the insurance industry required.
Must maintain current required licenses and certifications relevant to the field of expertise.
Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally.
Effective customer service skills.
Proficient use of applicable technology.
Ability to work both in a team environment and independently.
Must be able to travel based on client and business needs.

Nice To Haves

Bachelor's degree.
Active Property & Casualty Insurance License.
3+ years of commercial property and casualty insurance experience, preferably supporting middle-market accounts.
Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships.
Working knowledge of commercial insurance coverages.
Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices.
Experience with agency management systems such as Sagitta or similar platforms.
Excellent communication, relationship-building, organization, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and client focus.

Responsibilities

Manage day-to-day service delivery for an assigned portfolio of middle-market commercial property and casualty clients, including complex and multi-line accounts.
Serve as the primary client service contact and build relationships with clients, carrier partners, and internal stakeholders.
Resolve client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries.
Coordinate with Producers, Account Executives, carriers, and underwriting partners to provide timely and accurate service.
Support marketing and renewal work by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons.
Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests within established service standards.
Conduct policy reviews and help clients understand coverage options, industry trends, emerging risks, and relevant regulatory developments.
Identify coverage gaps and potential interest in additional insurance products and risk management solutions, referring opportunities to Producers as appropriate.
Represent clients internally and coordinate resources for ongoing service needs, strategic initiatives, and special projects.
Participate in client meetings, renewal strategy discussions, stewardship meetings, and carrier meetings as needed.
Maintain accurate client records and documentation in agency management systems and carrier portals.
Ensure compliance with company policies, carrier requirements, internal controls, and industry regulations.
Develop and maintain relationships with insurance carriers, wholesalers, and vendor partners.
Provide guidance, mentorship, and training to less experienced service team members.