Commercial Lines Account Manager

Provides prompt, accurate and courteous service to clients, producers, and company personnel, while offering a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts.

Responsibilities

• Collectively plans, designs, and implements appropriate insurance programs for clients that coincide with agency guidelines
• Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how clients conduct business; consults, informs, and educates clients about coverage, exclusions, and exposures; documents electronic filing accordingly
• Generates premium allocations for clients; advanced Microsoft Excel proficiency
• Negotiates rate terms and conditions with carriers on behalf of clients
• Provides technical support to producers (coverage-wise, with proposals, suspense items, etc.)
• Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with producer
• Remarkets, contacts clients, and follows up in conjunction with producers, renews policies by agency standards
• Consults, informs, and educates audit procedures to clients in conjunction with producer
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Core Competencies

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomes
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Requirements

• 3-5 years of Commercial Property & Casualty Insurance experience required
• Active General Lines or Property & Casualty License required
• CISR and/or CIC preferred
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching, and stretching in all directions

Benefits

• Medical, dental, vision, and prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO

This is an in-office role at our office in Lakeland, FL.