Commercial Account Manager

Wellhouse is Jacksonville’s next legacy insurance brokerage. We are building the forever firm, where our team can have lasting careers and our clients can count on steady representation decade after decade. We are earning a reputation as the trusted independent partner for leading businesses, associations, and high-net-worth clients who want thoughtful advice and strong execution in a marketplace dominated by consolidation. Our team serves the regions most respected businesses and leaders with technical excellence, responsiveness, and long-term partnership. About the Role This is a client-facing role responsible for the day-to-day servicing and renewal execution for a defined book of commercial accounts. Clients depend on our AMs for responsiveness, clarity, and follow-through. Internally, this role keeps renewals organized, well-marketed, and on schedule. This is a strong fit for someone who takes pride in high standards, enjoys being close to client operations, and wants to grow in a high-performing environment. Responsibilities Account Management Oversee the day-to-day maintenance and servicing of assigned commercial accounts. Manage endorsements, certificates of insurance, evidence of insurance, auto ID cards, and policy-related support. Ensure accurate and timely client documentation, including policies, endorsements, invoices, binders, certificates, and other essential records. Maintain clean, complete documentation and activity in the agency management system. Communicate proactively with clients and internal teams to drive requests to completion. Marketing Own the marketing process end-to-end, including data collection, submissions, marketing, quote analysis, binding, and delivery. Coordinate closely with producers on marketing strategy, negotiation approach, and client communication cadence. Maintain up-to-date knowledge of carrier underwriting requirements and appetite to position accounts effectively. Support quarterly and annual account review scheduling and preparation. Assist in preparing renewal deliverables that clearly explain options, recommendations, and tradeoffs. Identify coverage gaps, inconsistencies, and areas for program improvement, and coordinate recommendations with the producer. Coordinate claims and loss control activity as needed to support a steady client experience. Qualifications Willingness to learn all aspects of brokerage operations, including claims handling, procedures, rating, agency management systems, and applicable insurance laws and codes. Proficiency working in an electronic environment. Key Skills Strong organization and time management Clear, professional communication High responsiveness and follow-through Attention to detail and documentation discipline Sound judgment and comfort driving timelines Intellectual curiosity and willingness to continuously improve Self-motivation and reliability About Wellhouse Founded in 2018, Wellhouse was decades in the making. Rick Stein and Richard Stein Jr. built Wellhouse to serve as an extension of clients’ teams, with an advisory approach for those who value clarity, responsiveness, and long-term partnership. We are intentionally boutique and family-led, with the market access, resources, and recognition to compete at the highest level: ISU Steadfast : The scale of a top-10 global insurance brokerage, while retaining complete independence Reagan Best Practices : Recognized as a top 1% agency by the Big "I" and Reagan and Associates Carrier Recognition : Honored through carrier distinctions including Auto-Owners Sapphire, Chubb Emerging, and Hagerty Top Gear. Equal Opportunity Employer Wellhouse is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr