Commercial Account Manager

The Jonus Group • Boca Raton, FL

3d

About The Position

Seeking a dedicated and detail-oriented Commercial Insurance Account Manager to manage and service a portfolio of commercial insurance accounts, ensuring exceptional client satisfaction and seamless policy administration. The role serves as the primary point of contact for clients and handles policy changes, coverage inquiries, and renewals.

The position supports accounts with significant property and general liability exposures across diverse commercial industries. It involves preparing and processing policy documentation, reviewing coverage and renewal terms, coordinating with clients, producers, insurance carriers, and wholesale partners, and maintaining accurate account records. The role is based in a fast-paced, growing independent agency environment and focuses on responsive service, retention, and building long-term client relationships.

Requirements

• Proven experience in commercial insurance account management or a related role.
• Strong knowledge of commercial insurance products, including property and general liability coverage.
• Exceptional organizational skills and attention to detail.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficiency in agency management systems and other relevant software.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong problem-solving skills and ability to handle complex accounts professionally.
• Insurance licenses as required by state regulations, or willingness to obtain them promptly.

Responsibilities

• Manage and service a book of commercial insurance accounts, from day-to-day servicing through renewals.
• Serve as the primary client contact for policy changes, coverage questions, certificates, billing issues, and other service needs.
• Handle accounts with significant property and general liability exposures across diverse commercial industries.
• Prepare and process renewals, endorsements, applications, binders, certificates of insurance, and other policy documentation.
• Gather updated exposure information from clients and ensure applications and submissions are accurate and complete.
• Review policies, endorsements, and renewal terms for accuracy and identify potential coverage gaps or exposure changes.
• Collaborate with producers and internal team members to develop renewal strategies and maintain strong client relationships.
• Communicate with carrier and wholesale partners to obtain coverage information, resolve servicing issues, and assist with placement needs.
• Assist clients with property schedules, statements of values, loss information, lender requirements, and other complex-account documentation.
• Coordinate claims when necessary and advocate between clients and insurance carriers.
• Maintain organized and accurate account documentation in the agency management system.
• Follow up proactively with clients throughout the policy term to address needs and build long-term relationships.
• Support retention efforts by providing responsive service and identifying changing client needs.
• Work efficiently in a fast-paced, growing independent agency environment while maintaining accuracy and high-quality customer service.

Benefits

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional development and career growth.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed