Commercial Lines Account Manager Position Available In Sarasota, Florida
Tallo's Job Summary:
Job Description
Our client is a well-established independent insurance agency located in Englewood, FL , specializing in personalized insurance solutions for individuals and businesses. Known for delivering tailored coverage and exceptional client service, they are seeking a skilled and motivated Commercial Lines Account Manager to join their growing team. This is an in-office position, working 4 days per week at the Englewood location. The Account Manager will manage a commercial book of business. You will serve as the primary point of contact for clients, ensuring a high level of service, handling renewals, and identifying opportunities to enhance coverage. The ideal candidate is proactive, organized, and experienced in commercial insurance account management. Client Relations & Account Management Act as the main point of contact for a diverse portfolio of commercial clients. Maintain strong client relationships through proactive and responsive communication. Collaborate with producers and internal teams to deliver customized insurance solutions. Identify opportunities to cross-sell additional coverages, including EPLI, Cyber, and Umbrella policies. Policy Servicing & Renewals Manage mid-term policy changes, endorsements, and client updates. Oversee the renewal process, including coverage reviews, pricing updates, and loss history analysis. Prevent coverage gaps and provide proactive risk management support to clients. Operational Efficiency & Compliance Utilize agency management systems to track policy details and optimize workflow efficiency. Suggest and implement process improvements to enhance service delivery. Ensure full compliance with state and industry regulations. Reporting & Strategic Insight Generate reports to track account performance and retention metrics. Work with leadership to establish and meet service-related KPIs. Provide client feedback and market insight to help shape agency strategy. Qualifications & Requirements 2+ years of experience in commercial insurance account management. In-depth knowledge of commercial insurance products, coverage options, and claims handling. Active Florida Property & Casualty Insurance License. Strong client relationship, negotiation, and problem-solving skills. Experience with AMS/CRM systems like HawkSoft, Veruna, EzLynx, Applied Epic, or similar. Able to work effectively both independently and as part of a team in a fast-paced environment. Compensation & Benefits Competitive salary, commensurate with experience. Performance-based bonuses. Health, dental, and vision insurance coverage.