Commercial Lines Account Manager

Responsibilities

Manage a book of small to mid-market commercial property and casualty accounts from placement through renewal. Act as the primary client contact while utilizing AI tools to streamline workflows and facilitate new business inquiries.

Requirements

Requires an active Florida 2-20 general lines agent license and at least 2 years of experience in commercial lines account management. Proficiency with agency management systems and strong professional communication skills are essential.

Skills

• Commercial lines account management
• Property and casualty insurance
• Insurance renewals
• New business development
• Client service
• Agency management system
• Applied Epic
• AMS360
• EZLynx
• AI tools
• Coverage analysis
• Certificate issuance
• Endorsements
• Claims support
• Carrier relations

Benefits

• Health benefits
• Paid time off
• Mentorship

About this role

Steadwell is a new kind of insurance agency. We pair experienced insurance people with AI tools that take the admin off their desk, so clients get fast, tailored service instead of a queue. We are opening in the US, and you would be one of our first employees: a real say in how we work, and a faster path to more responsibility than a large agency can offer.
You will manage a book of small to mid-market commercial accounts and help facilitate new business, with mentorship from our founder. The work is about half service and renewals, and half turning inbound new-business inquiries into clients. In your first year, success looks like a well-run book with renewals prepared early, and new clients you helped win.
What you will do
Manage small to mid-market commercial P&C accounts from placement through renewal.
Be the main contact for your clients: coverage questions, certificates, endorsements and claims support.
Prepare renewals early: review exposures, remarket where it helps the client, and present options with clear advice.
Turn inbound new-business inquiries into clients: gather information, build submissions, work with carriers and wholesalers, and present quotes.
Support the principal on carrier relationships and appetite.
Keep the agency management system clean and complete.
Use AI tools to draft, summarize and process faster, and tell us what works and what does not.
Help shape our service standards and workflows as we grow.
What you need
An active Florida 2-20 general lines (property and casualty) agent license.
At least 2 years in commercial lines account management or a similar commercial account service role.
Experience servicing commercial P&C accounts through renewal.
Hands-on use of an agency management system such as Applied Epic, AMS360 or EZLynx.
Nice to have
Mid-market exposure, such as contractors, hospitality, real estate or professional services.
Experience quoting and presenting new business, not only servicing renewals.
A CIC, CISR or similar designation, or progress toward one.
Clear, quick, professional writing, and a builder's curiosity about AI tools.
Base pay of $55,000 to $70,000, based on experience.
Health benefits and paid time off.
A direct line to the founder, mentorship, and a voice in how the agency is built.
A hybrid schedule: 2 days a week in our Tampa office, 3 remote.
A real growth path. This is a key early hire, with a path to leading a team and moving up quickly as Steadwell grows.