Commercial Account Manager

Bay Road Insurance Partners; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary + commissions

Employee benefits

Paid time off

Job summary

Bay Road Insurance Partners in Florida seeks a motivated commercial account manager to oversee an existing book of commercial clients, conduct renewal reviews, service requests, and identify cross-sell opportunities. You will engage with clients to discuss coverage details and benefits, handle endorsements and audits, and ensure a seamless experience from first contact through policy binding.

This full-time role offers a competitive base salary plus commissions, benefits, and paid time off in a

Qualifications

• Active Florida P&C license (2-20 or 4-40) required.
• Experience managing commercial accounts at an insurance agency.
• Knowledge of commercial products (auto, GL, workers' comp).

Responsibilities

• Manage and grow an existing book of commercial accounts.
• Renewal reviews, endorsements, audits, and policy changes.
• Identify cross-sell opportunities and ensure exceptional client service.

Skills

Account management

Commercial insurance knowledge

Cross-selling

Attention to detail

Time management

Client relationship

Education

Florida property & casualty license (2-20 or 4-40)

Tools

Applied Epic

Job description

Bay Road Insurance Partners is a technology-enabled retail insurance agency platform that serves individuals and small businesses in the Southeast. Our vision is straightforward: build a best-in-class insurance organization by being the acquirer of choice for local agencies, invest in profitable organic growth and provide our team with the tools they need to be successful. We are backed by The Brydon Group, a veteran-led private equity fund based in Washington, DC.

The Opportunity

Bay Road Insurance Partners is seeking a highly motivated commercial account manager to join our growing Commercial Hub, the centralized commercial insurance team. The individual in this role will be responsible for managing an existing book of commercial accounts including renewal reviews, servicing and identifying cross-sell opportunities.

Core Responsibilities

Client Management & Retention

• Manage and grow an existing book of commercial accounts, acting as a trusted advisor to clients.
• Proactively engage with clients to discuss renewal options, cross-sell opportunities, coverage details and benefits in a clear and concise manner.
• Handle service requests such as endorsements, audits, and other policy changes.
• Ensure a seamless and exceptional client experience from initial contact through policy binding and ongoing service.

Professional Development

• Continuously enhance knowledge of commercial insurance products, industry best practices, and sales techniques.
• Collaborate with sales and operations leadership to develop and improve processes within the Commercial Hub, leveraging technology as needed.

Qualifications

• Hold an active 2-20 or 4-40 Florida property & casualty insurance license.
• Demonstrated success in a commercial account management role at an insurance agency.
• Strong understanding of commercial insurance products such as commercial auto, general liability and workers' compensation.
• Attention to detail, strong organizational skills, and excellent time management skills.
• Experience with agency management systems (such as Applied Epic) is highly preferred.
• Performance driven and a team player.
• This is a full-time position with a competitive base salary plus commissions
• Eligible for employee benefits and paid time off.