Commercial Lines Account Manager (Remote)

About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.

Position Overview: The Commercial Lines Account Manager provides quality service to existing clients while effectively managing and growing a commercial lines book of business. This position involves building strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency.

Work Arrangement: This is a full-time, remote position that supports our office in Jacksonville, FL.

Professional Responsibilities:

• Cultivate meaningful client relationships by understanding their unique needs, providing timely support, and delivering exceptional service.
• Communicate proactively with clients to exceed their expectations and identify opportunities for customized coverage enhancements.
• Manage new and renewal accounts by evaluating risk exposure, recommending tailored coverage options, and ensuring alignment with underwriting standards.
• Ensure accuracy and efficiency by maintaining up-to-date client records, processing endorsements, and issuing policies seamlessly.
• Strategically review renewal and expiration reports to develop actionable plans that support client retention and satisfaction.
• Drive business growth by cross-selling additional policies that align with clients’ evolving needs and risk profiles.
• Leverage deep knowledge of insurance products and industry practices to provide expert guidance and recommend optimal coverage strategies.
• Act as a trusted liaison between clients, Producers, underwriters, and agency management, ensuring smooth collaboration and clear communication.
• Stay at the forefront of industry trends and carrier updates by participating in team discussions, training sessions, and professional development activities.

Qualifications and Requirements:

• 1 to 3 years of experience in sales, account management, or customer service roles.
• High School Diploma/GED or Associate Degree in Business Administration, or a similar field.
• Florida 2-20 Insurance License required.
• Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management.
• Bachelor’s Degree in Sales, Business Administration, Marketing, or a related field is a plus.
• Possess comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Demonstrated experience in building and maintaining strong client re