Account Manager Commercial Lines

ZipRecruiter; Boca Raton (FL); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking insurance agency as an Account Manager, where your expertise will help clients navigate their insurance needs. This role offers the chance to build lasting relationships, manage client renewals, and work closely with brokers and carriers. With a strong focus on teamwork and growth, you'll collaborate with a dedicated team while enjoying flexibility in your work environment. The agency values open communication and offers a competitive benefits package, ensuring a great work/life balance. If you're ready to make a significant impact in the insurance industry, this opportunity is perfect for you.

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k) with matching

Paid time off (PTO)

Flexible work options

Qualifications

• 5+ years of experience in Commercial Lines with strong technical knowledge.
• Proficiency in Acord forms and understanding of Surplus Lines market.

Responsibilities

• Maintain and service an assigned book of business.
• Build relationships with new clients and nurture existing ones.
• Collaborate with Producers and Account Managers for team success.

Skills

Client Relationship Management

Commercial Lines Insurance

Acord Forms

Technical Knowledge of Insurance

Microsoft Teams

OneDrive

Outlook

Education

Florida 2-20 Property & Casualty License

Tools

AMS360

Job description

About Fortun Insurance:

Fortun Insurance is a leading agency in the Florida market with over 40 years of experience. With offices in Coral Gables, Fort Lauderdale, Boca Raton, Cape Coral, and Ormond Beach, we are expanding our Commercial Lines Team and are seeking motivated, customer-focused professionals. Join a growing agency where your expertise and personalized approach will ensure our clients receive tailored solutions and exceptional service.

About the Role:

As an Account Manager, you will be responsible for maintaining, servicing, and retaining an assigned book of business. You will guide clients through the entire renewal and binding process, ensuring all required documents are obtained. This role involves building relationships with new clients and nurturing existing client relationships. You will also work closely with brokers and insurance carriers to maintain and grow valued partnerships.

What You’ll Do:

Client Interaction:

• Provide support to clients, including decision-makers and day-to-day representatives.
• Follow up with clients to address their needs and resolve any issues or concerns.
• Collect all necessary documentation for renewing and binding coverage.
• Prepare client renewals with proposals and presentations, including cross-selling strategies.
• Introduce new products and ensure proper resources are in place for clients.

Carrier Relationship Management:

• Present accounts to multiple markets and compare quotes.
• Complete all documents required for binding and send the bind order to the carrier/broker.
• Follow up to ensure completion of the file for bound coverage (binder, invoice, policy).
• Maintain strong, healthy relationships with carriers.

Teamwork and Growth:

• Attend training and meetings to stay updated on industry knowledge and skills.
• Collaborate with Producers, Account Managers, and CSRs to ensure team success.
• Perform other duties as assigned.

Qualifications & Experience to Be Successful:

• Florida 2-20 Property & Casualty License (required).
• 5+ years of experience in Commercial Lines with strong technical knowledge of middle-market insurance.
• Experience with Acord forms and completing supplemental applications.
• Knowledge of Surplus Lines market and its requirements.
• Understanding of class codes.
• AMS360 experience is a plus, but not required.
• Proficiency in Microsoft Teams, OneDrive, and Outlook.

What We Offer You:

At Fortun Insurance, we are committed to investing in our employees and their future. Our entrepreneurial culture encourages open communication and teamwork, empowering everyone to make the best decisions for our clients and the organization. Join us and benefit from the following:

• Flexibility with in-office, hybrid, or remote work options.
• Competitive salary and benefits package, including:
• Medical, dental, and vision insurance.
• Company-paid Life and Short-Term Plans.
• 401(k) with matching contributions.
• PTO Package, including holiday and personal time off.
• Great work/life balance—because it’s important to us!

Job Type: Full-Time, Permanent

Benefits:

• 401(k) with matching
• Dental insurance
• Health insurance
• Paid time off (PTO)
• Vision insurance

Supplemental Pay: Bonus opportunities

Work Location: In office/Hybrid

Equal Employment Opportunity (EEO) Statement:

Fortun Insurance is an equal opportunity employer. We celebrate and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as defined by federal, state, or local laws.

If you’re ready to take on this exciting leadership role, we’d love to hear from you! Apply today.