Hybrid P&C Account Manager - Client Growth & Risk Advisor

CBIZ; Florida; Hybrid; USD 60,000 - 90,000; Full time

Job summary

CBIZ, a leading professional services firm, is seeking an experienced Insurance Account Service professional in Florida to manage day-to-day service delivery for a portfolio of middle market commercial property & casualty clients.

You will serve as the primary client contact, coordinate with carriers and underwriters, and support renewal submissions and coverage analyses while maintaining strong regulatory compliance and client records.

Qualifications

• High School Diploma or GED required; Bachelor’s preferred.
• 3–5 years customer service experience in the insurance industry required.
• Active licenses/certifications relevant to field of expertise.

Responsibilities

• Manage day-to-day service delivery for a portfolio of middle market commercial property & casualty clients across industries.
• Serve as primary client service contact, building trusted relationships with clients, carrier partners, and internal stakeholders.
• Resolve moderately complex client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries.
• Coordinate with Producers, Account Executives, carriers, and underwriting partners to ensure timely and accurate service delivery.
• Support marketing and renewal processes by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons.
• Maintain accurate client records in agency management systems and carrier portals; ensure compliance with CBIZ policies and regulatory requirements.

Skills

Customer service

Insurance industry knowledge

Verbal and written communication

Licensing & certifications

Teamwork

Independent work

Travel flexibility

Proficient in technology

Education

High School Diploma or GED

Bachelor's degree

Tools

Sagitta

Job description

CBIZ, a leading professional services firm, is seeking an experienced Insurance Account Service professional in Florida to manage day-to-day service delivery for a portfolio of middle market commercial property & casualty clients.

You will serve as the primary client contact, coordinate with carriers and underwriters, and support renewal submissions and coverage analyses while maintaining strong regulatory compliance and client records.