Commercial Lines Account Manager

Urrly; Boca Raton (FL); On-site; USD 75,000 - 85,000; Full time

Job summary

Urrly in Boca Raton, FL seeks a Commercial Lines Account Manager to own and grow a book of small commercial accounts, support renewals and ongoing servicing, and enhance client relationships with a technology-enabled approach. You will report to the VP of Sales and collaborate with sales and operations to improve retention and cross-sell opportunities while leveraging Applied Epic to streamline workflows.

Florida-licensed candidates with 2-20 or 4-40 are preferred, with hands-on experience in

Qualifications

• Active Florida 2-20 or 4-40 Property & Casualty license.
• Experience in commercial lines account management within an insurance agency.
• Experience supporting commercial clients, renewals and policy servicing.
• Strong knowledge of Commercial Auto, General Liability, and Workers’ Compensation.
• Ability to manage a high volume of time-sensitive tasks with accuracy.
• Clear communication to explain coverages and policy benefits to clients.

Responsibilities

• Manage and grow an existing book of small commercial accounts.
• Serve as a trusted point of contact for coverage questions, renewals, and servicing.
• Proactively discuss renewal options, coverage considerations, and cross-sell opportunities.
• Explain coverage details and policy benefits clearly and concisely.
• Handle endorsements, audits, policy changes, documentation, and related requests.
• Support a smooth, consistent client experience through renewals and ongoing servicing.
• Stay current on commercial insurance products and sales best practices.
• Use available technology to support efficient account management.
• Partner with sales and operations leadership to improve processes and workflows.

Skills

Commercial lines account management

Time management

Effective communication

Client service

Tools

Applied Epic

Job description

Commercial Lines Account Manager

If you’re a licensed Florida P&C insurance professional who knows small commercial accounts, this is a chance to take ownership of an existing book, deepen client relationships, and earn through renewals and new business in a growing, technology-enabled insurance organization.

Opportunity

A growing insurance organization serving individuals and small businesses throughout the Southeast is hiring a full-time Commercial Lines Account Manager in Boca Raton, FL. In this role, you’ll manage and grow an existing book of small commercial accounts, support clients through renewals and ongoing policy needs, and help create a consistent, high-quality service experience.

You’ll report to the VP of Sales and work closely with sales and operations leadership to support retention, identify cross-sell opportunities, and improve day-to-day account management workflows.

What You Will Own

• Manage and grow an existing book of small commercial accounts
• Serve as a trusted point of contact for clients on coverage questions, renewals, policy servicing, and account needs
• Proactively discuss renewal options, coverage considerations, and cross-sell opportunities
• Explain coverage details and policy benefits clearly and concisely
• Handle endorsements, audits, policy changes, documentation, and related service requests
• Support a smooth, consistent client experience throughout renewals and ongoing servicing
• Stay current on commercial insurance products, industry best practices, and sales techniques
• Use available technology and systems to support efficient account management
• Partner with sales and operations leadership to improve processes and workflows

What Makes You a Strong Fit

• Active Florida 2-20 or 4-40 Property & Casualty Insurance License
• Commercial Lines Account Management experience within an insurance agency
• Hands-on experience supporting commercial insurance clients, renewals, and policy servicing
• Strong working knowledge of Commercial Auto, General Liability, and Workers’ Compensation
• Ability to manage a high volume of time-sensitive tasks with accuracy and organization
• Clear communication skills with the ability to explain coverage details and policy benefits to clients
• Detail-oriented, responsive, and comfortable balancing client service with account growth opportunities

Nice-to-Haves

• Experience using Applied Epic or a similar agency management system
• Experience identifying cross-sell opportunities within an existing commercial book
• Background supporting small business or small commercial insurance accounts

Compensation

The expected total compensation range is USD 75,000–85,000 Yearly.

Location & Logistics

• Location: Boca Raton, FL
• Job type: Full-time
• Reports to: VP of Sales
• Interview format: Phone interview

At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. Candidates are evaluated only on job-related factors such as skills, certifications, and experience, not personal attributes.