Commercial Lines Account Manager

About Legacy Insurance Solutions, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions (Legacy) was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients’ interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview: We are seeking an experienced and licensed insurance professional to join our team as a Commercial Lines Account Manager. This client-facing role focuses on servicing and growing a commercial book of business through high-touch account management, risk assessment, and tailored policy placement. You’ll play a critical role in enhancing client satisfaction, retention, and the agency’s continued growth.

Work location Arrangement: This is a full-time position working in either of our Legacy offices located in Tallahassee, or Palm Beach Gardens, Florida.

Professional Responsibilities:

• Account Management – Manage new and renewal accounts by evaluating exposures, recommending coverage solutions, and executing placements.
• Client Servicing – Serve as the day-to-day contact for client inquiries, coverage adjustments, and account updates.
• Policy Administration – Process endorsements, maintain records, and ensure timely issuance of policies and documentation.
• Renewal Strategy – Review renewal reports and collaborate with team members to drive proactive renewal planning.
• Cross-Selling – Identify and act on opportunities to cross-sell additional coverage based on client needs.
• Carrier Coordination – Maintain communication with underwriters and producers to ensure proper policy alignment and carrier compliance.
• Guideline Knowledge – Stay current on carrier underwriting guidelines and internal procedures to ensure compliant servicing.
• Client Advocacy – Foster strong, consultative client relationships focused on retention, satisfaction, and risk education.

Qualifications and Requirements:

• Licensing – Active Florida 2-20 license required.
• Experience – 1–3 years of commercial insurance account management, client service, or sales experience.
• Education - Bachelor of Science degree in a business-related field
• Product Knowledge – Familiarity with commercial P&C products, risk placement strategies, and underwriting principles.
• Systems Proficiency – Experience using a CRM system and Microsoft Office Suite; knowledge of agency management systems preferred.
• Client Focus – Proven ability to build and maintain strong relationships with clients and internal teams.
• Communication – Strong verbal and written communication skills with a client-first mindset.
• Organizational Skills – Det