LARGE COMMERCIAL LINES ACCOUNT MANAGER

Plastridge Insurance; Delray Beach (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Plastridge Insurance in Delray Beach, FL seeks a Large Commercial Account Manager to develop and maintain client relationships throughout the management and renewal process, ensuring excellent service and retention of assigned accounts.

The role emphasizes proactive client communication, coordination with sales teams, and guidance to support staff to market and place coverages, while upholding confidentiality and adherence to renewal practices.

Qualifications

• 3–5 years of commercial lines insurance experience.
• Active 2-20 Property & Casualty license.
• EPIC experience is a plus.

Responsibilities

• Oversee service of assigned accounts to ensure coverages are offered, placed, and renewed promptly per renewal practices.
• Direct proactive communication with clients.
• Coordinate with Sales Executives on renewal, rounding, or cross-selling.
• Coordinate with Sales Agents, Marketing Managers, and Technical Assistants on renewals and cross-selling.
• Provide direction to Technical Assistants supporting assigned clients.
• Cross-sell or refer to other departments for additional lines and account rounding.
• Coordinate change requests and modify policies as needed.
• Manage underwriting, marketing, rating, proposals, and applications for sales/renewals.
• Record and report claims or refer to Claims department.
• Research reports for new/renewal business and review receivables.
• Maintain account documentation in EPIC per procedures.
• Follow Agency E&O guidelines.
• Report coverage omissions to Branch Manager.
• Maintain confidentiality of client and company information.
• Other duties as assigned.

Skills

Client relationship management

Direct communication

Cross-selling

Project coordination

Education

High School diploma or GED

Tools

EPIC

Job description

LARGE COMMERCIAL ACCOUNT MANAGER Job Description:Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Essential Functions

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
• Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Record, report and service assigned clients’ claims and losses, or refer clients to Claims department
• Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
• Follow company procedures regarding the documentation and maintenance of account information in EPIC system
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to the Branch Manager
• Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
• Any other duties as assigned

Education/Experience

• High School diploma or General Education Diploma (G.E.D.)
• 3 to 5 years of commercial lines insurance experience
• Active 2-20 Property & Casualty Insurance License
• EPIC experience a plus