KTeam · 1 day ago
Commercial Lines Account Manager
Miami, FL
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
3+ years expKTeam is a new insurance brokerage leveraging proprietary AI technology and industry expertise to transform how small and midsize businesses purchase insurance. The Commercial Lines Account Manager will manage small to midsize P&C commercial accounts, ensuring exceptional service delivery and client retention through effective communication and collaboration with clients and carriers.
Staffing & Recruiting
Hiring Manager
Katie Hajec
Responsibilities
Serve as the primary day-to-day contact for clients post-sale, handling all service-related matters and ensuring ongoing satisfaction
Collaborate closely with assigned Sales Agents to support client goals and drive retention
Manage policy renewals, coverage changes, endorsements, remarketing efforts, and placement of new lines of coverage when appropriate
Engage with insurance carriers to negotiate terms, confirm placements, and resolve service issues
Conduct regular policy reviews and identify opportunities for cross-sell or enhanced coverage
Maintain client data and communication logs in Applied Epic, following standardized workflows and documentation practices
Embrace and utilize technology to streamline communication, documentation, and client support
Prioritize daily tasks effectively to meet deadlines and deliver timely responses to client needs
Attend client meetings (virtually or in-person as appropriate), preparing and presenting necessary documentation or renewal strategies
Contribute to internal process improvement and uphold operational standards of excellence
Qualification
Required
Minimum of 3–5 years of account management experience in insurance (Property & Casualty)
Able to work in-office a minimum of 4 days/week in Brickell
Active P&C and private lines insurance license(s)
Strong knowledge of insurance policy structures, underwriting guidelines, and service best practices
Proven ability to manage competing priorities and large volumes of client activity
Proficient in use of agency management systems (Applied Epic preferred) and Microsoft Office Suite
Excellent communication skills, both written and verbal, with a client-first mindset
Preferred
Certified Insurance Counselor (CIC) designation or other industry certifications
Experience working in a fast-paced, growth-focused agency environment
Benefits
100% employer-paid healthcare
401k eligible on first payroll; company will match up to 4% of gross pay
Monthly cell phone stipend
Schedule/commute flexibility
PTO in first year accumulates 120 hours in first 12 months
14 annual holiday days: 13 scheduled and 1 floating holiday
Company
KTeam
Recruiting and organizational planning for growth-minded founders and job-seekers.
Founded in 2020San Diego, California, US
0-1 employeesFunding
Current Stage
Early StageLeadership Team
Katie Hajec
Founder/CEO
Company data provided by crunchbase