Senior Commercial Lines Account Manager - P&C Expert

The ideal candidate must possess 3+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area. An active 2‑20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.

Position Overview
Franklin Street is currently seeking an Account Manager to join our Insurance Team in Tampa, FL.

The Account Manager will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients.

Responsibilities

Service, manage, retain, and grow an existing book of insurance business.

Talk with underwriters.

Solve issues and answer technical questions of an advanced nature.

Handle all day‑to‑day service work associated with the client’s account, including all endorsement activity and routine coverage questions; respond to inquiries from clients and communicate through the point‑of‑sale to gather signed documents, deliver signed documents to underwriters, and obtain any additional information to finalize bind requests from agents (e.g., loss runs). Follow up with underwriters for quotes.

Market renewals to carriers on behalf of clients and assist in marketing of new business. Ensure that policy renewals are performed in a timely manner and that client coverage is reviewed at least annually for proper coverages. Send renewal letters and correspondence to clients throughout the year.

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.

Identify and determine coverage of policies to be entered into the agency management software system (AMS 360). Keep activity, deadlines, renewal dates, coverage information, endorsements, and correspondence updated in management system daily to ensure real‑time information. Update databases and spreadsheets.

Exercise discretion and independent judgment in significant matters related to the business and customer service – for example, have the authority to bind insurance coverage on behalf of clients on a regular basis.

At the discretion of the agent, accompany agent on client visits, presentations, and meetings.

Depending on the size of the book of business, supervise a Commercial Insurance Assistant.

Prepare/delegate and arrange delivery of certificates of insurance, policies, endorsements, and invoices to clients.

Record and report loss notices to carrier.

Maintain strong lines of communication with the Managing Directors.

Perform desktop publishing on a regular basis to assist in the creation of marketing materials and assist in the creation of PowerPoint presentations. Type and produce general correspondences, memos, charts, tables, graphs, business and financial reports, etc.

Maintain strict confidentiality regarding company marketing and business matters.

Perform other duties as assigned.

Requirements

3–5+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area.

Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely and represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.

Be organized, focused, and able to multi‑task in a fast‑paced business environment.

Analytical ability is required to gather and summarize data for reports, find solutions to various problems, and prioritize work.

Must possess strong organizational skills and be able to multi‑task in a fast‑paced, deadline‑driven business environment.

An active Insurance license is required (In Florida, an active 2‑20 license; in Georgia, an active agent license).

AMS 360 proficiency or similar industry software experience strongly preferred.

Advanced proficiency in MS Office suite including Excel, Word, PowerPoint, Outlook, and related software required. InDesign proficiency a plus.

Ability to type 45–50 wpm or faster strongly preferred.

Bachelor’s Degree preferred. High school diploma required.

Additional coursework or related insurance industry experience a plus.

Must be able to successfully pass a pre‑employment (post‑offer) drug screen and background check.

Benefits
Franklin Street offers competitive salaries, medical (including additional discounts), dental, and vision benefits, disability, and life insurance, 401(k), paid time off, and holiday pay. We also support community involvement through company‑sponsored philanthropy events.

Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, disability, ancestry, veteran status, genetic information, or any other classification protected by law.

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