REMOTE Commercial Lines Account Manager

Commercial Lines Account Manager
A growing middle-market commercial lines agency in Southeast Florida needs an experienced Commercial
Lines Account Manager for this REMOTE opportunity.

Job Description:
The primary function of this position is to provide quality service to clients. The Account Manager will be the day-to-day
liaison between the insurance company, agent, and clients.
Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work
associated with the clients’ account, including all endorsement activity, routine coverage questions, problem solving,
renewals, checking and binding of policies and certificates.

Job Duties:
• Build and maintain relationships with clients.
• Provide consistent, accurate, and timely communication to clients through verbal and written
correspondence.
• Inform and educate clients about coverage, exclusions and exposures, document electronic files
accordingly.
• Maintain client files in AMS360 and use AMS360 for processing all transactions.
• Process daily incoming e-mail, and phone requests, responding promptly and appropriately.
• Handle cancellations with care, and act to save accounts (if applicable) and notify the producer.
• Create renewal proposals and complete applications, submit them to insureds and carriers (or marketing
department); follow up to ensure timely responses.
• Provide support to Producers (renewal meetings, proposals, suspense items etc.) to help clients.
• Assist clients in making appropriate coverage changes; inform and educate clients about coverages,
exclusions, exposures, and audits and document AMS360 accordingly.
• Renew and re-market accounts as needed in conjunction with agency procedures.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to
clients, adhering to all other automation procedures.
• Order and issues binders, certificates, policies, endorsements, and other related items; verify their
accuracy; forward them to client with appropriate correspondence.
• Review audits of policies; verify accuracy and facilitate corrections between client and carrier.
• Process Agency and Direct Bill invoices by verifying invoice accuracy and input into AMS360 per agency
procedures.
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions
and other responsibilities.
• Quote and create finance contracts with First Insurance Funding.
• Other duties as assigned.
Position Requirements:
• 5 + years’ experience as a Commercial Lines Account Manager and currently hold a P&C license. A
Florida 220 with Florida market experience is preferred, surplus lines a plus.
• A thorough understanding of commercial insurance underwriting, coverage and rate analysis. Experience
with Ocean Marine and Transportation/Trucking preferred.
• Ability to communicate insurance coverage and terms clearly to clients and underwriters.
• Keep informed regarding industry information and new product information.
• Strong written and verbal communication skills.
• Ability to organize, prioritize and self-manage workload in a remote setting.
• Technically savvy with advanced level experience using Microsoft Outlook, Word, Excel, Teams, Vertafore
AMS360, Insurlink, ePay and DocuSign.
• Ability to work in a remote team environment, with a positive attitude, and willingness to help others.
• Able to work under pressure and time constraints in a fast-paced environment with significant telephone
and virtual interruptions.
• Reliable with prompt and punctual attendance.

Benefits and Compensation:
• Competitive Base Salary
• Opportunity for commission on New Business
• Bonus Opportunities
• Generous Paid Time Off Package including vacation, holiday, sick and personal days.
• Medical, Dental and Vision benefits-100% paid by employer for employee coverage; dependent
coverage available via pre-tax payroll deductions.
• Life & LTD benefits