Harrison Gray Search has partnered with an established and growing brokerage in Florida to assist them in finding a Commercial Lines Account Manager / Processor.
Position Summary: The Commercial Lines Account Manager / Processor will play a vital role in supporting Account Executives in managing client accounts and delivering exceptional service. The role responsibilities will include assisting with client inquiries, processing policy changes, preparing quotes, and maintaining accurate client records. You will collaborate closely with Account Executives, Producers, and other internal teams to ensure client satisfaction, retention, and operational efficiency. Essential duties include but are not limited to:
Key Responsibilities:
Process policy changes, endorsements, audits, cancellations, and renewals.
Process new mail and policy checking.
Invoice, follow for payments, and generate premium finance quotes as needed.
Maintain accurate client records in AMS360 & ImageRight, ensuring data integrity and compliance with agency requirements.
Support the Account Executives in preparing new business submissions.
Support Account Executives in the renewal process by following the renewal timeline, preparing renewal submissions, gathering underwriting information, and reviewing policy terms.
Generate online quotes.
First review of quotes and assist with preparation of proposals.
Generate proof of insurance including auto ID cards, certificates of insurance, and evidence of property insurance.
Serve as the backup point of contact for client inquiries, providing prompt and courteous assistance.
Adhere to the organization's commitment to service excellence by fostering positive relationships with clients, carriers, and internally through proactive communication and responsive service.
Identify opportunities for cross-selling additional insurance products.
Assist in the preparation of reports, presentations, and other client-facing documents as needed.
Perform other duties as required to support the Account Executives and ensure client satisfaction.
Desired Education, Skills, and Experience:
FL 2-20 preferred (or willingness to obtain).
Experience with AMS360 and ImageRight preferred.
1-2 years of experience in the insurance industry, with exposure to commercial lines.
Knowledge of insurance products, coverages, and industry regulations.
Strong customer service orientation with excellent communication and interpersonal skills.
Detail-oriented with the ability to prioritize tasks and manage time effectively.
Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems (AMS).