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Open nowPosted 61 days ago

Account Manager, Commercial Lines (Orlando)

Unison Risk Advisors51 open roles

Where
Orlando, Florida, United States
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Your applicationOpen nowAccount Manager, Commercial Lines (Orlando)Unison Risk Advisors · Orlando, Florida, United States

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Unison Risk Advisors postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 61 days ago

Unison Risk Advisors median: 2 days open

The posting

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.

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