Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Urrly. Boca Raton · full-time · $75,000–$85,000 OTE.
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage an established portfolio of small commercial insurance accounts and pursue additional growth
- Guide clients through coverage questions, renewals, endorsements, audits, policy updates, and service requests
- Discuss renewal choices and protection needs while uncovering relevant cross-sell opportunities
- Explain commercial policy provisions clearly and maintain dependable service during ongoing account work
- Coordinate with sales and operations leaders to improve account-management processes and use available systems efficiently
What you bring
- Hold an active Florida property and casualty license under either the 2-20 or 4-40 designation
- Have commercial-lines account management experience gained within an insurance agency
- Bring practical experience with commercial clients, renewals, and policy servicing
- Understand Commercial Auto, General Liability, and Workers’ Compensation coverage
- Handle many urgent tasks accurately while communicating coverage details clearly
Who this fits
You’ll suit this role if you know small commercial insurance and can balance client service with account growth. The job is full-time and based in Boca Raton, Florida, reporting to the VP of Sales. Experience with Applied Epic or another agency management platform, plus work with small-business accounts, is useful.
From the employer
Commercial Lines Account Manager
If you’re a licensed Florida P&C insurance professional who knows small commercial accounts, this is a chance to take ownership of an existing book, deepen client relationships, and earn through renewals and new business in a growing, technology-enabled insurance organization.
Opportunity
A growing insurance organization serving individuals and small businesses throughout the Southeast is hiring a full-time Commercial Lines Account Manager in Boca Raton, FL. In this role, you’ll manage and grow an existing book of small commercial accounts, support clients through renewals and ongoing policy needs, and help create a consistent, high-quality service experience.
You’ll report to the VP of Sales and work closely with sales and operations leadership to support retention, identify cross-sell opportunities, and improve day-to-day account management workflows.
What You Will Own
- Manage and grow an existing book of small commercial accounts
- Serve as a trusted point of contact for clients on coverage questions, renewals, policy servicing, and account needs
- Proactively discuss renewal options, coverage considerations, and cross-sell opportunities
- Explain coverage details and policy benefits clearly and concisely
- Handle endorsements, audits, policy changes, documentation, and related service requests
- Support a smooth, consistent client experience throughout renewals and ongoing servicing
- Stay current on commercial insurance products, industry best practices, and sales techniques
- Use available technology and systems to support efficient account management
- Partner with sales and operations leadership to improve processes and workflows
What Makes You a Strong Fit
- Active Florida 2-20 or 4-40 Property & Casualty Insurance License
- Commercial Lines Account Management experience within an insurance agency
- Hands-on experience supporting commercial insurance clients, renewals, and policy servicing
- Strong working knowledge of Commercial Auto, General Liability, and Workers’ Compensation
- Ability to manage a high volume of time-sensitive tasks with accuracy and organization
- Clear communication skills with the ability to explain coverage details and policy benefits to clients
- Detail-oriented, responsive, and comfortable balancing client service with account growth opportunities
Nice-to-Haves
- Experience using Applied Epic or a similar agency management system
- Experience identifying cross-sell opportunities within an existing commercial book
- Background supporting small business or small commercial insurance accounts
Compensation
The expected total compensation range is USD 75,000–85,000 Yearly.
Location & Logistics
- Location: Boca Raton, FL
- Job type: Full-time
- Reports to: VP of Sales
- Interview format: Phone interview
At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. Candidates are evaluated only on job-related factors such as skills, certifications, and experience, not personal attributes.
Apply now and get a response within 24 -48 hours.
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