Commercial Insurance Account Manager (HYBRID)

RIM Recruitment Professionals; Winter Park (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

RIM Recruitment Professionals seeks an experienced Commercial Insurance Account Manager in Orlando to own a portfolio of commercial clients, serve as the primary contact for insurance needs, and coordinate policy placement and risk management.

You will work with underwriters and carriers, prepare coverage summaries and proposals, monitor renewals, support claims, and ensure accurate recordkeeping while delivering proactive, compliant service.

Qualifications

• Proven experience in commercial insurance account management.
• Strong knowledge of commercial lines, coverages, and program structures.
• Ability to manage a book of business and meet renewal deadlines.
• Familiarity with insurance management systems and policy administration.
• Understanding of risk assessment and underwriting information.
• Experience coordinating with underwriters and carriers to secure coverage.
• Familiarity with regulatory and compliance requirements.

Responsibilities

• Manage a portfolio of commercial insurance accounts, serving as the main contact for day-to-day service and coverage inquiries.
• Coordinate the underwriting and placement of commercial policies, gathering submissions, marketing to carriers, and negotiating terms and pricing.
• Conduct risk assessments and exposure analyses to identify coverage gaps and recommend appropriate insurance solutions.
• Prepare and deliver coverage summaries, proposals, and presentations tailored to client needs and industry sectors.
• Process policy changes, renewals, certificates of insurance, and endorsements accurately and within required timelines.
• Monitor account activity and client satisfaction, implementing service plans that support long-term retention and account growth.
• Support clients through the claims process, liaising with carriers, advocating on their behalf, and ensuring timely resolution.
• Maintain accurate and up-to-date account records within insurance management systems, ensuring compliance with internal procedures and regulatory requirements.

Skills

Account management

Insurance knowledge

Regulatory compliance

Communication skills

Underwriting coordination

Education

High school diploma

Bachelor's degree in business/finance/risk management

Florida Property & Casualty license

CICCRM ARM CPCU (designations)

Tools

Policy admin software

Job description

Join a respected commercial insurance brokerage that partners with a diverse portfolio of businesses across Orlando and beyond.

This is a key opportunity for an experienced Commercial Insurance Account Manager to take ownership of complex accounts, build long-term client relationships, and deliver tailored risk solutions that genuinely protect clients’operations.

About the Role:

As a Commercial Insurance Account Manager, you will manage a designated book of commercial clients, acting as their primary point of contact for all insurance-related needs. You will coordinate policy placement, assess and mitigate risk exposures, and ensure clients receive timely, accurate, and proactive service. Your work will directly impact client satisfaction, retention, and the overall growth and profitability of the brokerage.

Key Responsibilities:

• Manage a portfolio of commercial insurance accounts, serving as the main contact for day-to-day service and coverage inquiries.
• Coordinate the underwriting and placement of commercial policies, gathering submissions, marketing to carriers, and negotiating terms and pricing.
• Conduct risk assessments and exposure analyses to identify coverage gaps and recommend appropriate insurance solutions.
• Prepare and deliver clear coverage summaries, proposals, and presentations tailored to client needs and industry sectors.
• Process policy changes, renewals, certificates of insurance, and endorsements accurately and within required timelines.
• Monitor account activity and client satisfaction, implementing service plans that support long-term retention and account growth.
• Support clients through the claims process, liaising with carriers, advocating on their behalf, and ensuring timely resolution.
• Maintain accurate and up-to-date account records within insurance management systems, ensuring compliance with internal procedures and regulatory requirements.

Key Requirements:

• Proven experience in commercial insurance account management within a brokerage or agency environment.
• Strong working knowledge of commercial insurance lines, coverages, and program structures.
• Demonstrated ability to manage a book of business, prioritise workload, and meet service and renewal deadlines.
• Proficiency with insurance management systems and related digital tools used for policy administration and documentation.
• Solid understanding of risk assessment and the ability to interpret underwriting information and loss histories.
• Experience coordinating with underwriters and carriers to secure competitive and appropriate coverage solutions.
• Familiarity with regulatory and compliance requirements relevant to commercial insurance.
• Excellent communication and presentation skills, with the ability to explain complex coverage concepts to clients clearly and confidently.

Desirable Skills:

• Experience handling mid-market or larger, more complex commercial accounts.
• Sector-specific knowledge in industries such as construction, real estate, manufacturing, or professional services.
• Background in claims advocacy or complex claims resolution for commercial clients.
• Exposure to cross-selling or up-selling additional lines of coverage within existing accounts.
• Advanced skills in data analysis or reporting to support risk and coverage recommendations.

Qualifications:

• High school diploma or equivalent required.
• Bachelor's degree in business, finance, risk management, or a related field preferred.
• Active Property & Casualty insurance license for the state of Florida (or ability to obtain within required timeframe).
• Professional designations such as CIC, CRM, ARM, or CPCU are highly regarded.

If you are a commercially minded insurance professional who excels at building client trust and managing complex accounts, this role offers a strong platform to develop your career and make a visible impact- #RIMUS