Commercial Lines Account Manager

Job Summary

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and 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 of this role.

Essential Functions

• 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 needs

Qualifications

• Florida 2-20 or insurance license is 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 preferred

Benefits

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