Commercial Lines Account Manager

The Liberty Company Insurance Brokers, LLC; Gainesville (FL); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

PTO

Paid training

Stress management programs

Community involvement

Job summary

The Liberty Company Insurance Brokers, LLC seeks a dynamic Commercial Lines Account Manager to service mid-to-large commercial construction accounts, focusing on the New York and New Jersey markets. This is a remote opportunity emphasizing responsive client service and collaboration.

Provide prompt, accurate service, prepare submissions, and maintain documentation in Epic while supporting growth and ensuring policy accuracy and compliance. Construction insurance knowledge is a plus.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Knowledge of commercial insurance and related products.
• Knowledge of construction in New York and New Jersey is a huge plus.
• Experience with EPIC or similar agency management system is preferred.

Responsibilities

• Primarily responsible for mid-size to large commercial construction lines accounts.
• Prepare submissions for new/renewal business and market as appropriate.
• Prepare change requests and review audits and policies for accuracy.
• Setup and maintain new account files in Epic per procedures.
• Invoice agency bill transactions within 48 hours and collect premiums.
• Review renewals with the producer at least 120 days prior to expiration.
• Process cancellations and respond to notices per procedures.
• Provide client requests (ID cards, certificates, binders) and deliver policies as needed.
• Negotiate and interpret coverage with clients; advise on additional coverage.

Skills

Excellent communication

Customer service

Attention to detail

Positive attitude

Team collaboration

Knowledge of construction insurance

Education

High school diploma or equivalent

College degree preferred

Tools

Applied EPIC system

Job description

At The Liberty Company, we're not just growing—we're thriving. Our award-winning company culture is built on positivity, innovation, and collaboration, fueling the success of our entire team. If you're searching for a place to grow professionally and personally while finding your Joy of Being (JOB), you've found it here!

We're proud to offer competitive pay, exceptional benefits, PTO, paid training, stress management programs, and opportunities to give back to the community-all while fostering an environment where wellness and teamwork come first.

We are looking for our next dynamic Commercial Lines Account Manager with extensive experience in and knowledge of large commercial construction insurance within New York and New Jersey markets to join our growing Goretti Nobre team! This is a remote opportunity! At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you!

Position Summary

Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Major Responsibilities

• Primarily responsible for mid-size to large commercial construction lines accounts.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Setup and prepare new account files in Epic per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
• Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.

Performance Expectations

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in Epic.
• Utilize Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Qualifications

Minimum Qualifications/Requirements

• Education requirement: High school diploma or equivalent is required, college degree preferred
• Professional designation is a plus.
• Knowledge of Applied EPIC system or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.
• Knowledge of construction in New York and New Jersey a huge plus.

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

• Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code,
• 1033 and 1034 to qualify for that role.