Commercial Lines Account Manager

Prevail Recruiting•Coconut Creek, FL
•Onsite

About The Position

An established independent insurance agency in Coconut Creek, Florida, is seeking an experienced Commercial Lines Account Manager. The role manages an assigned book of commercial lines accounts and serves as the primary contact for client service needs throughout the policy lifecycle. The agency serves a variety of businesses, including contractors. This is a hands-on account management role working directly with business owners and coordinating with producers and insurance carriers. The position is fully onsite Monday through Friday.

Requirements

  • At least 2 years of commercial lines insurance account management or servicing experience is preferred.
  • Working knowledge of commercial insurance products, including General Liability, Commercial Property, Commercial Auto, BOP, and Workers' Compensation.
  • Strong organizational skills and ability to manage multiple accounts and deadlines.
  • Excellent communication and customer service skills.
  • Experience with agency management systems and carrier portals.
  • Ability to work independently while contributing to a collaborative team environment.

Nice To Haves

  • Active Florida 2-20 Property & Casualty license preferred.
  • Experience servicing contractor or construction-related accounts is a plus.

Responsibilities

  • Manage an assigned book of commercial lines accounts and serve as the primary point of contact for client service needs.
  • Handle policy renewals, endorsements, certificates of insurance, and coverage changes.
  • Review existing policies, identify coverage gaps, and assist clients with appropriate insurance solutions.
  • Coordinate with insurance carriers on submissions, quotes, renewals, and policy servicing.
  • Prepare proposals, applications, and renewal documentation.
  • Respond to client inquiries and resolve policy-related issues in a timely, professional manner.
  • Maintain accurate client records and documentation within the agency management system.
  • Build strong relationships with clients, producers, and carrier representatives.

Benefits

  • Opportunity to join an established agency with a strong commercial insurance focus.
  • Work directly with business owners and develop long-term client relationships.
  • Opportunity to utilize commercial insurance expertise in a hands-on account management role.
  • Stable, full-time position with a local team.
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