Commercial Lines Account Manager

About the role

The Account Manager supports the producer in the development and service of accounts, providing clients with exceptional service during the policy year and assuring successful renewal marketing. The role demonstrates support of agency business objectives and is viewed as a positive role model and team player. Marketing of new and renewal business is a significant aspect of the day-to-day duties.

Responsibilities

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client need

Qualifications

• Florida 2-20 or insurance license required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Skills

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products

Benefits

• Comprehensive health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD (short-term disability)
• LTD (long-term disability)
• Generous PTO policy starting at 18 days per year
• 10 paid holidays
• 2 floating holidays