Commercial Lines Account Manager

ThinkingAhead; Clearwater (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

ThinkingAhead seeks a Commercial Account Manager to serve agency clients in Florida. You will review coverages, handle renewals, and manage communications for existing policies while maintaining accurate records in the agency management system.

Role requires working with the sales team, processing new business, and coordinating signings remotely as needed, with experience in AMS360 or Epic preferred.

Qualifications

• Active 2-20 license required to service agency accounts.
• Experience servicing agency clients and handling renewals.
• Familiarity with AMS360 or Epic is preferred.

Responsibilities

• Work with sales team to review best coverages for accounts.
• Make and receive calls to agency insureds regarding policy questions, renewals, and new business.
• Input data into the agency management system accurately and timely.
• Shop new and renewal business accounts through the insurance market.
• Collaborate with the sales team to secure renewal business.
• Provide independent servicing of assigned book of business, endorsements, and record keeping.
• Remotely send accounts for signature and binding.

Skills

Account management

Customer service

Policy renewals

Data entry

Remote/onsite coordination

Tools

AMS360

Epic

Job description

The Commercial Account Manager will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Functions

• Work with sales team to review best coverages for accounts
• Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
• Quickly learn the agency management system and standardized system of filing
• Input data into management system in an accurate and timely manner
• Shop new and renewal business accounts through insurance market
• Collaborate with sales team to secure renewal business
• Independent servicing of assigned book of business, endorsements, policy changes and record keeping
• Remotely send accounts for signature and binding
• Active 2-20 license
• Experience with AMS360 or Epic