Commercial Lines Account Manager

Job Summary

The Account Manager supports the 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

• Maintain strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• 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
• Uses independent judgement to conceptualize solutions for client need

Competencies & Qualifications

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

Education & Experience

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

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.

Benefits

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