Commercial Lines Account Manager

The Jonus Group; Cape Coral (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

The Jonus Group, a growing independent insurance agency, seeks a detail-oriented SBU Commercial Lines Account Manager to join the commercial team. You will provide A–Z servicing for small business accounts, handling new business, renewals, endorsements, and client inquiries.

You will manage a diverse portfolio including nonprofits, contractors, and habitational risks, work with producers and internal staff, quote and process policies, monitor renewals, and identify growth opportunities.

Qualifications

• Active P&C license required.
• Minimum of 1 year in commercial lines account management.
• Experience servicing small business commercial accounts preferred.
• Familiarity with contractors, nonprofits, and habitational risks.
• Proficiency with Applied EPIC or similar AMS.

Responsibilities

• Provide A–Z servicing for small business commercial lines accounts including new business and renewals.
• Manage a diverse portfolio including nonprofits, contractors, condo/homeowners associations.
• Handle inbound client inquiries and service requests.
• Collaborate with outside producers and internal teams for efficient account management.
• Quote, market, and process new business and renewal policies.
• Review coverage and identify opportunities to enhance protection.
• Communicate with carriers to obtain quotes and negotiate terms.
• Maintain accurate client records using agency software.
• Monitor renewal timelines and communicate proactively with clients.
• Identify cross-selling opportunities and account growth.
• Deliver exceptional customer service and maintain client relationships.

Skills

P&C license

Organizational skills

Communication

Attention to detail

Problem solving

Customer service

Team collaboration

Tools

Applied EPIC

Job description

Job Summary

A growing independent insurance agency is seeking a detail-oriented and motivated

Job Description

SBU Commercial Lines Account Manager

Job Summary

A growing independent insurance agency is seeking a detail-oriented and motivated SBU Commercial Lines Account Manager to join a collaborative commercial lines team. This role focuses on providing comprehensive A–Z servicing for small business commercial insurance accounts, including new business, renewals, policy changes, and client inquiries.

The ideal candidate will have experience in commercial lines account management, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. This position offers an opportunity to work closely with producers and account management professionals while delivering exceptional client service and supporting business growth.

Responsibilities

• Provide comprehensive A–Z servicing for small business commercial lines accounts, including new business, renewals, endorsements, and ongoing policy maintenance.
• Manage a diverse portfolio of commercial accounts, including nonprofit organizations, contractors, lessor's risk, and condominium or homeowners associations.
• Handle inbound client inquiries, service requests, and new business opportunities.
• Collaborate with outside producers and internal team members to ensure efficient account management and client satisfaction.
• Quote, market, and process new business and renewal policies.
• Review existing coverage and identify opportunities to enhance protection and address client needs.
• Communicate with insurance carriers to obtain quotes, negotiate terms, and resolve policy-related issues.
• Maintain accurate client records, policy information, and documentation using Applied EPIC or similar agency management software.
• Monitor renewal timelines and proactively communicate with clients to ensure timely policy processing.
• Identify opportunities for cross-selling and account growth.
• Provide exceptional customer service while maintaining strong relationships with clients, carriers, and producers.
• Participate in onboarding and training activities to develop familiarity with agency procedures and workflows.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Minimum of 1 year of experience in commercial lines insurance account management or a related role.
• Experience servicing small business commercial insurance accounts preferred.
• Familiarity with various commercial insurance coverages and industries, including contractors, nonprofit organizations, and habitational risks.
• Proficiency in Applied EPIC or similar agency management software preferred.
• Strong technical aptitude and ability to learn new systems and processes quickly.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple accounts and competing priorities.
• Detail-oriented with a commitment to accuracy and timely completion of tasks.
• Ability to work efficiently in a fast-paced, team-oriented environment.
• Proactive problem-solving skills and a customer-focused approach to account management.
• Ability to work independently while collaborating effectively with producers and internal team members.

Compensation Package

• Salary Range: $60,000 – $85,000 annually, commensurate with experience.
• Additional Compensation: Production-based bonus opportunities.
• Benefits: Competitive benefits package, including 401(k), paid time off, and professional development opportunities.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.