Commercial Insurance Account Manager

3 weeks ago


Lakeland, United States Capstone Search Group Full time

About the Role

One of the largest insurance brokers in the Southeast has a Commercial Insurance Account Manager job opening that supports the sales team in Lakeland, FL. Here are highlights of the role:


  • Location: Lakeland, FL (options to work in-office or hybrid schedule [3 days/office and 2 days/home] available).
  • Experience: Minimum three (3) years in a similar Commercial P&C agency client manager role.
  • Systems: The agency uses Epic but knowledge of a similar AMS system will help with the learning curve.
  • Portfolio: Generalist, middle market accounts in a portfolio that includes contractors, education, non-profits, human services, hospitality, and more. This is an active book that requires your attention on all service deliverables and renewal preparation.
  • Licensure: Florida 2-20 is required.


Duties & Responsibilities

For new and renewal clients:


  • Build, maintain, and strengthen relationships with your accounts.
  • Expand relationships with various insurance carriers.
  • Market services to accounts.
  • Perform account administration.
  • Handle renewals.
  • Address and resolve any problems/concerns that arise.


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