Job Description

Company Description

The Holmes Organisation is a full-service risk management agency headquartered in Jacksonville, Florida. We work with businesses and individuals to design tailored solutions that meet unique needs, offering products that include commercial lines, private client, and benefits. From the initial evaluation and throughout the business relationship, we break the mold of traditional insurance agencies, offering clients an unparalleled experience that prioritizes regular communication and personalized service.

In order to help our clients succeed, we hire exceptional people. Whether a seasoned insurance professional or new to the industry, we’re looking for the self-starters and forward-thinkers who creatively solve problems and enjoy working hard to strengthen both our clients’ organizations as well as our own.

Job Description

The Commercial Lines Account Manager serves as the primary point of contact for a portfolio of 150–200 client accounts. This role is focused on building and maintaining strong, long-term client relationships through proactive communication, expert guidance, and responsive service. Account Managers are responsible for designing and recommending tailored insurance and risk management programs that meet each client’s unique needs. This is not a transactional role—it requires creative problem-solving, strategic thinking, and a commitment to helping clients succeed by acting as a trusted advisor and risk manager.

Responsibilities of the Commercial Lines Account Manager will include but are not limited to the following:

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts
• Maintain high retention on existing accounts
• Act as one of the primary points of contact to maintain client and carrier relationships, involving producer in guidance only
• Survey clients to determine insurance needs, identifying gaps in coverage, opportunities for account rounding, risk management plans, property, products, and records
• Collect detailed risk and underwriting information, such as survey data and loss history
• Conduct client appointments to communicate proposals; facilitate pre-renewal meetings, renewals, audits, and loss control meetings; explain details; and communicate a desire to conduct business
• Handle the entire renewal process by reviewing expiration lists to determine appropriate action, collecting information needed, preparing company submissions, following up for quotes, presenting to clients, and binding
• Prepare company submissions for new business (account rounding or current client referrals)
• Develop and deliver formal proposals and summary of insurance, including details of coverages, limits, deductibles, and other pertinent information, as needed
• Introduce service person to clients and request that service calls be directed to them, forwarding all service-related calls to the assigned service person
• Stay informed of all billing, claims, audits, or service issues and become involved in resolution when required
• Collect premiums per established Agency procedures and take appropriate action according to Agency collections procedure
• Deliver policies and related documents to insureds
• Follow Agency’s workflows and procedures
• Maintain all client activity and suspense items while also maintaining accurate client files in the Agency management system, in accordance with the Agency’s procedures/workflows
• Service client accounts in such a manner so as to eliminate gaps in coverage, thus reducing our E&O exposures
• Prioritize workload and/or request assistance
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in departments for which there is a mutual client
• Immediately report any malfunctions of system software to the systems manager
• Grow and develop talents and insurance knowledge to the highest level possible
• Keep informed of industry and carrier developments by reviewing trade press, attending insurance carrier training meetings on new products, etc.
• Become familiar with and follow Agency Errors & Omissions guidelines to protect the Agency from claims
• Perform other duties and projects as assigned by management

Qualifications

• Active Florida 2-20 Resident General Lines License
• 3+ years experience managing clients in the insurance and risk management industry
• Strong understanding of insurance products, coverages, and risk management principles
• Exceptional interpersonal and communication skills, both written and verbal, with the ability to build and maintain strong relationships with a diverse spectrum of stakeholders
• Strong organizational and project management skills, with the ability to manage multiple priorities and deadlines
• Ability to work independently and as part of a team
• High level of professionalism, integrity, and confidentiality
• Self-motivated, with a strong work ethic and positive attitude

Additional Information

The Holmes Organisation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Compensation and Benefits:

• Competitive salary and bonus
• Matching 401(k) plan
• Paid time off to volunteer for organizations you care about
• Company-funded educational opportunities
• Flexibility to work from home
• Paid maternity leave
• Enticing PTO plan that starts on the same day you do
• Company sponsored medical, life, and disability benefits

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