Commercial Account Manager

Commercial Account Manager

Wellhouse is Jacksonville’s next legacy insurance brokerage. We are building a team that’s quickly earning a reputation as the top choice for leading businesses, associations, property managers, and high-net-worth individuals who want a thoughtful, independent alternative in an industry dominated by consolidation.

We are a boutique firm that wins by delivering exceptional value through long-term client relationships. Our clients include industry-leading companies and prominent individuals — and we’re proud to consistently compete and succeed against the world’s largest agencies.

At Wellhouse, every team member plays a role in building a legacy of partnership through insurance.

About the Role

We are looking for a key team member to help support the continued growth of our commercial division.

The right individual will be energized by the opportunity to help strengthen client relationships, assist in winning new business, and ensure the steady retention of our growing book.

Responsibilities: Account Management

• Oversee the day-to-day maintenance and servicing of assigned accounts.
• Handle the marketing and placement of new and renewals accounts.
• Schedule quarterly and annual account reviews.
• Maintain up-to-date knowledge of carrier underwriting requirements.
• Ensure accurate and timely client documentation, including policies, endorsements, invoices, binders, certificates of insurance, and other essential records.

Qualifications & Education

• Strong understanding of commercial insurance account management.
• Bachelor’s degree required.
• Willingness to learn all aspects of insurance brokerage operations, including claims handling, procedures, commercial lines rating, agency management systems, and applicable insurance laws/codes.
• Proficiency in operating within an electronic environment
• Florida 2-20 License required.

Key Skills:

• Time management and organization
• Clear and effective communication
• Strong sense of urgency
• Intellectual curiosity
• Attention to detail
• Self-motivation

About Wellhouse

Founded in 2018, Wellhouse was decades in the making. Rick Stein and Richard Stein Jr. recognized the need for a Risk Management Advisory firm focused on fellow entrepreneurs and business leaders. Drawing on decades of experience with a forward-thinking approach, they built Wellhouse to serve as an extension of their clients’ teams.

The company combines Rick’s deep industry expertise with Richard Jr.’s unique perspective on risk, supported by a team of seasoned insurance professionals. At Wellhouse, we partner with local industry leaders to reduce their Total Cost of Risk. Our long-term, vested interest in our clients drives us to enable growth through service, intellectual capital, and integrity.

Equal Opportunity Employer

Wellhouse is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.