Commercial Lines Insurance Account Manager

2 days ago

Fort Walton Beach, Florida, United States Harrison Gray Search Full time

Harrison Gray Search is partnering with a family-owned insurance brokerage and risk management agency to find a Commercial Lines Account Executive in Fort Walton Beach, FL.


Position Overview

The Account Executive will interact with clients and carriers to meet and exceed their ongoing insurance and risk management needs.


Key Responsibilities:

  • Collaborate with a diverse group of clients and colleagues in a team environment focused on delivering exceptional customer satisfaction.
  • Provide support for producers and contribute to the growth of the agency.
  • Develop and maintain positive relationships with current and prospective clients and carrier contacts/underwriters.
  • Achieve client retention targets and drive business growth.
  • Implement best practices and suggest improvements to enhance workflows and prevent potential errors and omissions.
  • Demonstrate in-depth knowledge of markets, policies, and products.
  • Understand clients' businesses, strategic priorities, risk strategies, and risk management needs.
  • Serve as a trusted advocate for clients.
  • Provide day-to-day service to ensure client needs are met and exceeded.
  • Maintain quality service plans, open item reports, policy expiration/renewal tracking, and completion.
  • Complete policy reviews and request corrections as necessary.
  • Manage invoicing and certificate processes efficiently.
  • Request, track, and process audits and endorsements in a timely manner.
  • Collect exposure information for new business and renewals.
  • Create submissions and prepare proposals for accounts not handled by marketing.
  • Ability to work a regular, full-time schedule at company facilities and travel for business as required.
  • Perform other duties as required to support the agency's growth and success.


Desired Qualifications:

  • 220 FL General Lines P&C license required
  • Experience with AMS360 and ImageRight is a strong preference.
  • College degree is desirable.
  • 3+ years' experience with mid to large commercial P&C insurance clients.
  • Strong technical insurance knowledge and background.
  • Excellent customer service orientation with strong communication and interpersonal skills.
  • Detail-oriented with the ability to prioritize tasks and manage time effectively.
  • Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems.
  • Ability to work as part of a team and contribute to the agency's success.

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