Commercial Insurance Account Manager

1 week ago


Clearwater, Florida, United States Single Source Insurance Inc Full time
Commercial Insurance Account Manager Job Overview

The Commercial Insurance Account Manager will engage directly with agency clients to deliver exceptional service, a wide range of insurance solutions, and meticulous policy evaluations.

Key Responsibilities:
  • Handle incoming and outgoing communications with agency clients regarding policy matters
  • Quickly adapt to agency management and documentation systems
  • Ensure accurate data entry into the management platform
  • Explore new and renewal business opportunities within the insurance sector
  • Work collaboratively with the sales team to secure renewal contracts
  • Independently oversee an assigned portfolio of clients, including endorsements and policy modifications
  • Facilitate remote signing and binding of accounts
  • Support the Senior Commercial Account Manager with additional workflow tasks
Required Skills:
  • Knowledge of Commercial Insurance Rating Criteria
  • Familiarity with Carrier Guidelines and Preferences
  • Strong verbal and written communication skills
  • Ability to compose professional client correspondence and respond to team inquiries
  • Commitment to Ethical Standards
  • Adaptability
  • Proactive Approach
  • Effective Time Management
Supervisory Responsibilities:

This position includes oversight of a virtual assistant.

Work Environment:

Functions within a professional office atmosphere utilizing standard office tools.

Working Hours:

This is a full-time role, operating Monday through Friday, with standard hours and occasional overtime or weekend events.

Travel Requirements:

Minimal travel, with occasional local event attendance.

Required Education and Experience:

High School Diploma or GED, 440 Insurance License, and a minimum of 2 years of experience in commercial underwriting.

Preferred Education and Experience:

Bachelor's degree, 220 Insurance License, and 4 years of experience in the commercial underwriting field.

Additional Qualifications:

Experience in a Commercial Department within an independent agency and proficiency in Microsoft Outlook, Word, Excel, and AMS360.



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