Commercial Lines Account Manager

Commercial Insurance Specialists, LLC-Florida
Commercial Insurance Specialists, LLC-Florida

Sales & Business Development

Posted on Sep 29, 2026
A commercial lines insurance account manager is responsible for managing a portfolio of commercial insurance clients, acting as the primary point of contact for day-to-day servicing, including handling renewals, policy changes, coverage questions, claims assistance, and maintaining strong client relationships by providing accurate and timely information regarding their insurance needs; essentially acting as the liaison between the client, insurance company, and producer to ensure smooth policy administration and optimal coverage for commercial businesses.KEY RESPONSIBILITIES MAY INCLUDE:- Client Relationship Management- Policy Administration- Account Servicing- Marketing and Sales SupportIndustry Knowledge:- Stay up-to-date on industry regulations, product changes, and carrier guidelines.- Understand underwriting guidelines and rating factors for commercial lines policies.Administrative Tasks:- Maintain accurate client records and policy information within the agency management system (EPIC).- Prepare necessary documentation including policy summaries, certificates of insurance, and renewal notices.REQUIRED SKILLS AND QUALIFICATIONS:- Insurance License: Property & Casualty insurance license (220).- Industry Experience: Proven track record in commercial lines insurance sales and service with detail-oriented and strong organizational abilities.- Customer Service: Excellent communication and interpersonal skills to build strong client relationships. The ability to analyze client needs and recommend appropriate coverage.- System Skills: Proficiency in insurance agency management system (EPIC).- Sales Acumen: Ability to identify sales opportunities, effectively present insurance products, and close deals.