Account Manager

• Build and maintain strong client relationships by delivering proactive service and innovative insurance solutions.

• Assist clients with policy changes, renewals, invoices, and coverage questions while serving as a trusted adviser.

• Manage policy administration, including new business setup, renewals, online rating, invoicing, accounts receivable monitoring, audits, contract reviews, and policy reviews.

• Maintain accurate and up-to-date records within the agency management system.

• Collaborate effectively with clients, carriers, brokers, agency leadership, and internal team members.

• Support client stewardship meetings and participate in onsite client visits and risk management walkthroughs.

• Ensure responsive, professional service throughout the client lifecycle while identifying opportunities to enhance the client experience.

• Active Florida 2-20 Property & Casualty License (or ability to obtain within 60 days of employment).
• 4+ years of experience working in a commercial insurance agency environment preferred.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel and Outlook.
• Ability to work independently while contributing to a collaborative team environment.
• Strong project management and multitasking capabilities.
• Willingness to travel locally as needed for client meetings, presentations, and conferences (less than 5%).

Preferred:

• Experience working with Public Entities, Self-Insurance Pools, or Risk Management Trusts.
• Experience with AMS360 or similar agency management systems.
• Associate's degree or higher.
• Professional insurance designations such as CPCU, CIC, AAI, ARM, RPLU, or a commitment to pursuing industry certifications.

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