We’re seeking an experienced Commercial Lines Account Manager who can handle complex accounts with minimal oversight. This is a full-time, in-house position—remote work is not available.
Key Responsibilities
• Manage renewal processes 120–150 days prior to expiration, including underwriting and marketing of accounts.
• Complete and process applications, endorsements, billing, and client documentation using internal systems (e.g., WorkSmart, BPR).
• Review underwriting documents (SOV, ISO, cost estimators) and ensure timely task tracking.
• Support account rounding and cross-selling initiatives using strategic tools.
• Respond promptly to client requests and assist in day-to-day servicing.
• Educate clients on coverage options, policy changes, and claims processes.
• Create proposals and master certificates; handle claim intake and reporting.
• Maintain knowledge of online rating and underwriting platforms across all coverage lines.
• Participate in team meetings and contribute to service-related projects.
Required Skills & Attributes
• Must have at least 10 years of Commercial Lines experience (mid-to-large accounts)
• Active Florida License
• Strong communication and client service orientation.
• Proficiency in insurance systems and document preparation.
• Knowledge of commercial lines coverage and underwriting.
• Reliable, organized, and responsive to shifting priorities.
• Collaborative, with a proactive and positive attitude.C
Criterion Executive Search
Since 1981, our mission at
Criterion Executive Search
, Inc is to ensure the ongoing success of our clients and our candidates by effectively delivering on-target performance coupled with the highest degree of professionalism in differing markets. While striving to deliver excellent consulting services, CES has become recognized as one of the nation's leading executive staffing & recruitment firms.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
20 to 49 employees
Staffing/Employment Agencies