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Oakbridge Insurance Agency
Account Manager | Commercial LinesOakbridge Insurance Agency • Saint Petersburg, US
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Account Manager | Commercial Lines

Account Manager | Commercial Lines

Oakbridge Insurance Agency • Saint Petersburg, US
21 days ago
Job type
  • Full-time
Job description

The Commercial Lines Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes of Commercial Lines accounts. This individual ensures that client records are accurate, renewals are processed timely, endorsements are handled efficiently, and client communications are clear and professional. The AM collaborates closely with Account Executives, Producers, and Carriers to deliver exceptional service and maintain strong client relationships. Work Performed: Manage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicingBuild and maintain strong, professional relationships with clients, carriers and internal team membersSupport new business production efforts in collaboration with producers and account executivesEvaluate client risk exposures and recommend appropriate coverage solutionsCoordinate and process policy documents including binders, ID cards, insurance summaries and certificatesHandle client billing including invoicing, reconciling account discrepancies and tracking outstanding paymentsParticipate in client and carrier meetings, as needed
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Account Manager | Commercial Lines • Saint Petersburg, US

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