Commercial Lines AM/AE

The Jonus Group • Boca Raton, FL

4d

About The Position

The Commercial Lines Account Manager is responsible for managing and servicing a designated book of commercial insurance business. This role includes maintaining strong relationships with clients, underwriters, and producers; handling policy renewals and changes; and ensuring the highest level of customer satisfaction. The position requires a thorough understanding of commercial lines coverages, carriers, and industry regulations.

Requirements

• thorough understanding of commercial lines coverages, carriers, and industry regulations

Responsibilities

• Client Service & Relationship Management: Act as the main point of contact for assigned commercial clients.
• Provide timely and professional responses to client inquiries regarding coverage, billing, and policy changes.
• Foster long-term client relationships through proactive communication and service.
• Policy Management: Handle renewals, endorsements, certificates of insurance, audits, cancellations, and reinstatements.
• Review policy documents for accuracy and completeness.
• Ensure all client files are maintained and documented in the agency management system.
• Marketing & Quoting: Work with producers and underwriters to market new and renewal business.
• Obtain quotes and negotiate with carriers to secure optimal coverage and pricing.
• Prepare and present proposals to clients.
• Account Maintenance: Review accounts for coverage adequacy and recommend enhancements or additional coverages.
• Maintain knowledge of carrier appetite, guidelines, and underwriting procedures.
• Ensure compliance with agency procedures and industry regulations.
• Collaboration: Work closely with producers, account executives, and other team members to support agency goals.
• Assist in onboarding new clients and support cross-sell initiatives.

What This Job Offers

• Education Level: No Education Listed