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C

Account Manager

Carper Consulting
4 days ago
Full-time
On-site
St. Petersburg, United States

Commercial Insurance Account Manager / CSR


Location: St. Petersburg, FL

Schedule: Monday–Friday | 8:30 AM – 5:00 PM

Work Arrangement: Hybrid/Remote flexibility for the right candidate


About the Opportunity

We are partnering with an established, independently owned insurance agency in St. Petersburg that is seeking an experienced Commercial Insurance

Account Manager / Customer Service Representative (CSR) to join its team.


This is an excellent opportunity for someone who enjoys managing client relationships, handling day-to-day insurance operations, and working in a smaller agency environment without the overwhelming workload often found at larger firms.


The agency manages approximately $3.7 million in premium, with a book of business consisting of 85% commercial insurance and 15% personal auto. The ideal candidate will be organized, detail-oriented, and comfortable independently managing accounts from renewals through policy servicing.


Key Responsibilities

  • Manage day-to-day servicing of commercial insurance accounts, with some personal auto responsibilities.
  • Prepare and issue certificates of insurance (COIs).
  • Coordinate policy renewals, including gathering updated client information, obtaining quotes, and processing renewals.
  • Handle policy binding and ensure all documentation is accurately entered into the agency management system (AMS).
  • Service a variety of commercial policies, including commercial auto, workers' compensation, commercial property, and business owners policies (BOPs).
  • Process policy endorsements, including adding or removing drivers, vehicles, and other coverage changes.
  • Prepare and process client invoices.
  • Respond to client inquiries and assist with coverage questions, policy changes, and general account servicing.
  • Maintain accurate client records and policy documentation.
  • Support daily agency operations to ensure a smooth and positive client experience.


Qualifications

  • Florida 4-40 or 2-20 insurance license preferred.
  • Previous experience in a commercial insurance CSR or Account Manager role.
  • Working knowledge of commercial insurance products, including commercial auto, workers' compensation, property, and BOP coverage.
  • Experience with agency management systems (AMS).
  • Ability to manage renewals, endorsements, certificates, and policy servicing independently.
  • Strong organizational skills, attention to detail, and ability to prioritize tasks.
  • Excellent communication and customer service skills.
  • Comfortable working in a smaller, independently owned agency environment.


Benefits & Perks

  • Hybrid/Remote Opportunity: Flexible work arrangements available for the right candidate.
  • Paid Time Off: 12 days of PTO starting out.
  • Retirement Benefits: Eligibility to participate in the company's SEP IRA after two years of employment.
  • Manageable Workload: Enjoy a smaller book of business and a more balanced work environment.
  • Consistent Schedule: Monday through Friday, 8:30 AM to 5:00 PM.
  • Small Agency Atmosphere: Work directly with agency leadership in a collaborative, relationship-focused environment.


Why Consider This Opportunity?

If you're an experienced insurance professional looking to move away from the high-volume demands of a large agency, this could be a great fit. You'll have the opportunity to take ownership of your accounts, build lasting client relationships, and enjoy the flexibility of a smaller agency that values quality service over quantity.


Interested? We'd love to connect and share more about the opportunity!