Commercial Lines Account Manager

🔥 0 minutes ago

🐊 Florida – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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Logo of The Liberty Company Insurance Brokers, LLC

The Liberty Company Insurance Brokers, LLC

501 - 1000 employees

Founded 1987

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

The Liberty Company Insurance Brokers, LLC is a U. S. -based insurance brokerage and risk management firm that provides commercial and personal insurance, employee benefits, retirement plan consulting, HR services, and wellness programs. It offers tailored coverages including general liability, workers' compensation, commercial auto, professional liability and ancillary benefits, plus risk management, claims support and agency partnership services for businesses across industries. Liberty operates regional locations (CA, FL, IL), supports insurance agencies with administrative and technology partnerships, and focuses on customized strategies to reduce risk and improve employee and business outcomes.

📋 Description

• Provide prompt, accurate and courteous service to clients, producers and company personnel • Handle tasks associated with obtaining, maintaining, expanding and servicing existing accounts according to agency procedures and carrier guidelines • Manage mid-size to large commercial construction lines accounts • Work with the Account Executive and/or Department Lead on client servicing, guidance and training • Prepare company submissions for new and renewal business, market accounts, and prepare proposals • Prepare change requests and review audits and policies for accuracy • Set up and prepare new account files in Applied EPIC • Invoice agency bill transactions within 48 hours and collect premiums • Notify producers of unpaid audits and request appropriate action • Review renewals with producers at least 120 days before expiration and determine marketing strategies • Prepare and process cancellations and follow up on cancellation notices • Respond to carrier memos and process necessary updates • Process client requests, including ID cards, evidence of property, certificates of insurance, and binders • Review and deliver policies and related documents to insureds • Evaluate exposure, negotiate and interpret coverage, and review coverage with clients • Evaluate and recommend additional coverage based on client needs • Keep producers informed of important account activities • Review aged receivable, renewal/expiration, and suspense reports • Maintain detailed documentation of client activity and correspondence in EPIC • Use the EPIC suspense system to follow up on outstanding items • Prioritize workload and reduce backlog • Participate in special projects and other duties • Keep current on rates, forms and coverage changes through bulletins, trade publications and seminars • Respond to phone calls and emails within 24 hours • Process client requests within 24 hours

🎯 Requirements

• High school diploma or equivalent is required • College degree preferred • Professional designation is a plus • Extensive experience in and knowledge of large commercial construction insurance within New York and New Jersey markets • Knowledge of Applied EPIC system or similar agency management system • Knowledge of commercial insurance and products • Knowledge of construction in New York and New Jersey is a huge plus • Good listening skills • Attention to detail • Positive attitude • Applicants must meet applicable state insurance licensing requirements for positions requiring a state insurance license • Applicants must not have been disqualified or barred from licensure, or prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034

🏖️ Benefits

• Competitive pay • Exceptional benefits • PTO • Paid training • Stress management programs • Opportunities to give back to the community • Wellness-focused work environment • Teamwork-focused work environment • Seminars and classes for skill and knowledge development

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