Commercial Lines Account Manager
Core
Retain and manage larger commercial insurance accounts across construction, hotels, manufacturing, and distribution sectors in Florida.
Role type
Commercial Lines Account Manager
Builds
Retention and profitability for commercial insurance book of business
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines procedures, policy analysis, endorsement processing, binder/certificate preparation, premium financing coordination, carrier underwriting criteria knowledge, rate explanation, market negotiation, Microsoft Excel (formulas, pivot tables), financial calculation
Preferred skills
Spanish language proficiency, additional insurance designations
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Handle client requests for information, endorsements, forms, and rates; review and analyze policies for accuracy; oversee preparation of binders and certificates; coordinate premium financing; maintain account files; correspond with markets and clients; negotiate with underwriters; obtain and evaluate quotations
Seniority
Mid-level, hands-on IC