Jobs · Finance · Florida

Commercial Lines Account Manager

FRP of Florida · Ormond Beach, FL · 7 mo ago
FinanceFull-time

Essential Functions

  • Aid in developing retention strategies with the Producer and Marketing team
  • Create and deliver comprehensive and accurate submissions, including Acord Applications, supplemental applications, and additional underwriting information as needed
  • Present coverage recommendations to clients
  • Secure and bind coverage in compliance with carrier guidelines, state statutes, and Surplus Lines Association requirements
  • Review policy documents to ensure they align with client needs and submit necessary changes to the carrier
  • Tackle daily client inquiries, including policy administration, insurance placement, billing activities, claims administration, coverage/loss analysis, audit reviews, certificate of insurance preparation, evidence of property, and cancellation/reinstatements
  • Analyze client contracts to identify potential exposures and develop cross-sell opportunities
  • Maintain agency management systems to ensure accurate, complete, well-documented, and up-to-date records in accordance with company policy
  • Perform other duties as requested or required.

Competencies & Qualifications

  • Maintain a high degree of technical competence and industry expertise
  • Capable and willing to make sound decisions in unusual circumstances
  • Ability to handle stress and manage change effectively
  • Exercise independent judgment to conceptualize solutions for client needs
  • Build strong working relationships with internal team, clients, and carrier partners
  • Exceptional multi-tasking, organizational, time management, and prioritization skills
  • Strong analytical, problem-solving, and decision-making abilities
  • Must be a self-starter, imaginative, and creative with exceptional communication skills, both verbal and written
  • Exercise high level of confidentiality

Education & Experience

  • 2-20 Property & Casualty License required
  • 5+ years' experience working for a retail brokerage
  • College degree or equivalent work experience
  • ARM, AAI, CPCU, or CIC designation or ability to obtain

Disclaimer

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO)

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits

  • Comprehensive health-related benefits including medical, vision, and dental
  • 401(k) with company match
  • Company-paid life insurance
  • Short-term disability (STD), long-term disability (LTD)
  • Bountiful paid time off policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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