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ACCOUNT MANAGER, COMMERCIAL LINES (ORLANDO)

Unison Risk Advisors·Orlando, United States
Full-timejunior
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Job description

Location: Orlando,Florida,United States Summary The Account Executive is responsible for delivering exceptional service and operational support to Hatcher's Property & Casualty (P&C) clients. Working in partnership with the broader service and producer team, this role serves as a trusted day-to-day resource by managing policy service, renewals, carrier relationships, and account administration while helping clients protect their businesses and assets. The Account Executive reports to the P&C Practice Leader and works collaboratively with Producers and internal business partners. In This Role, You Will Contribute By • Delivering an Exceptional Client Experience • Serve as the primary day-to-day contact for assigned Hatcher Property & Casualty clients. • Respond promptly and professionally to client inquiries and service requests. • Build and maintain strong relationships with clients, carrier partners, and internal team members. • Research and resolve client issues by coordinating with insurance carriers and internal stakeholders to ensure timely and accurate resolution. • Identify opportunities to improve the client experience and communicate recommendations. • Escalate complex service issues to leadership when appropriate. • Maintain confidentiality of client information and business records. Managing Client Service and Account Administration • Manage the day-to-day servicing of assigned commercial insurance accounts. • Process policy changes, endorsements, cancellations, reinstatements, and renewals. • Coordinate issuance of certificates of insurance, auto ID cards, evidence of property insurance, and other policy documentation. • Review policies, endorsements, and carrier documents for accuracy and completeness. • Maintain accurate client records and documentation within the agency management system. • Plan, prioritize, and complete daily workload while balancing new business, renewals, and service requests to meet internal and client deadlines. • Monitor outstanding items and follow through to completion. Supporting Renewals and Marketing Activities • Participate in internal renewal strategy meetings. • Work collaboratively with renewal preparation and marketing activities. • Review renewal proposals for accuracy and assist in preparing client presentation materials. • Coordinate implementation of new policies and carrier transitions. • Assist in identifying coverage gaps or additional risk management opportunities for existing clients. You may be a great fit if you: • Take pride in producing accurate, high-quality work and delivering exceptional client service. • Thrive in a collaborative, fast-paced, detail-oriented environment • Builds trusted relationships with clients, carrier partners, and internal partners. • Prioritizes competing demands while maintaining accuracy and meeting deadlines. • Communicate clearly and professionally, both verbally and in writing • Comfortable working with data, systems, and spreadsheets and pay close attention to detail. • Demonstrates strong analytical, critical thinking, and take a proactive approach to problem-solving and follow-through on client issues. • Adapt quickly to changing client needs and business priorities. Required • 2+ years of experience in P&C account management, insurance, risk management, or financial services. • Active P&C Insurance license, or the ability to obtain licensure within a specified timeframe after hire. • Experience supporting commercial insurance clients across multiple lines of coverage. • Working knowledge of commercial insurance products, policy administration, renewals, endorsements, certificates of insurance, and claims processes. • Proficiency with Microsoft Excel, including formulas, and data organization • Strong written and verbal communication skills • Ability to work effectively both independently and as part of a team Preferred Qualifications • Experience working with agency management systems such as Applied Epic, AMS360, or similar platforms. • Experience supporting middle-market or large commercial clients. • Insurance designations such as CISR, CIC, or CRM are a plus. Apply to this job