Senior Account Manager

Criterion Executive Search, Inc.; Florida; Hybrid; USD 90,000 - 120,000; Full time

Job summary

Criterion Executive Search, Inc. is seeking a Senior Account Manager in a Hybrid role based in the Miami or Tampa Bay area. The ideal candidate has 5+ years of commercial P&C brokerage experience, an active 220 license, and EPIC experience to manage complex client portfolios.

The role focuses on large casualty risks, captives, large-deductible programs, and self-insured clients, with duties spanning day-to-day account management and support for a growing team.

Qualifications

• 5+ years in commercial insurance account management at a retail independent agency.
• Active 220 license.
• Experience with EPIC.
• Bachelor’s degree preferred or related experience; designations a plus.

Responsibilities

• Provide account management on complex property, casualty, auto, and workers’ compensation.
• Handle new business and renewals, including policy reviews and some marketing.
• Assist AE with captive, large-deductible, self-insured, and other ARF programs.
• Advise clients on coverage options tailored to their needs, while maintaining relationships.
• Stay current on industry trends, market conditions, and regulatory updates.
• Use agency management system to streamline operations and keep accurate records.

Skills

Account management

Client relationships

Industry knowledge

Education

Bachelor’s degree (preferred)

Tools

EPIC

Agency management system

Job description

Senior Account Manager - Hybrid in Miami or Tampa Bay area

Insurance broker is seeking an experienced Senior Account Manager with potential to become a Team Leader as the department grows. They focus on large casualty complex commercial insurance risks. Someone in the commercial auto casualty space is ideal, as well as experience handling captives, large-deductible, or self-insured clients. This role will service the day to day account management work, process and assist the team to manage both new and renewal business. This hybrid role in Miami or Tampa Bay area.

REQUIREMENTS

5 or more years of commercial P&C brokerage experience, preferably managing larger accounts, strong insurance coverage knowledge to manage complex accounts.

KEY RESPONSIBILITIES

• Provide Account Management on complex property, casualty, auto, and workers’ compensation.
• Handle new business and renewals, including policy reviews and some marketing.
• Assist AE with captive, large-deductible, self-insured, and other alternative risk financing programs.
• Advise clients on coverage options tailored to their needs, while maintaining strong relationships.
• Stay current on industry trends, market conditions, and regulatory updates.
• Use agency management system to streamline operations and keep accurate records.

QUALIFICATIONS

• 5+ years in commercial insurance account management working at a retail independent agency.
• Active 220 license.
• Experience with EPIC.
• Bachelor’s degree preferred or related experience; designations a plus.

COMPENSATION

• Competitive base salary based on experience.