Commercial Lines Account Manager

Posted Yesterday
Be an Early Applicant
St. Petersburg, FL, USA
Hybrid
Mid level
Insurance • Financial Services
The Role
Manage and service commercial property & casualty accounts, design insurance programs, prepare proposals, negotiate with carriers, support producers, handle renewals and audits, and maintain accurate documentation.
Summary Generated by Built In

The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.

Supervisory Responsibilities: None

Essential Tasks:

  • Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
  • Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
  • Generating premium allocations for clients; advanced Microsoft Excel proficiency
  • Negotiating rate terms and conditions with Carriers on behalf of clients
  • Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
  • Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
  • Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
  • Consults, informs and educates audit procedures to clients in conjunction with producer
  • Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Core Competencies:

  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audience
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education: 

  • 3-5 years of Commercial Property & Casualty Insurance experience required

Licensing and Credentials:

  • Active General Lines or Property & Casualty License required
  • 220 License is required 

Location:

  • The candidate can be based out of the St. Petersburg, Florida office location

 Systems:

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, but knowledge of similar Account Management System
    (AMS) is acceptable

Physical Requirements:

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching and stretching in all directions

            Benefits & Compensation:

            • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing 
            • Employee Wellness Program
            • Company paid holidays, plus PTO

            Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

            *Applications will be accepted until the position is filled

            Equal Opportunity Employer
            This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

            Skills Required

            • 3-5 years of Commercial Property & Casualty Insurance experience
            • Active General Lines or Property & Casualty License
            • 220 License
            • Advanced Microsoft Excel proficiency
            • Proficient with Microsoft Word, PowerPoint, and Outlook
            • Applied Epic experience
            • Knowledge of similar Account Management System (AMS)
            • Ability to lift 25 pounds and perform repetitive keyboarding/10-key tasks

            Higginbotham Compensation & Benefits Highlights

            The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Higginbotham and has not been reviewed or approved by Higginbotham.

            • Healthcare Strength Health coverage is positioned as comprehensive, with extensive insurance options and access to high-quality plans at competitive rates. Employer contributions toward medical premiums and additional coverage options are described as part of the package.
            • Equity Value & Accessibility Employee ownership is highlighted as a notable component of total rewards, framed as an “owner” model with potential long-term upside. Stock programs, grants, profit units, or similar participation are described as part of compensation for some roles.
            • Leave & Time Off Breadth Paid time off is repeatedly positioned as a strength, including references to strong PTO and time to support community involvement. A flexible work environment and some hybrid flexibility are also described as part of the overall rewards experience.

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            The Company
            HQ: Fort Worth, TX
            1,095 Employees
            Year Founded: 1948

            What We Do

            We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

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