Commercial Insurance Account Manager

Commercial Lines Account Manager - Remote for Florida Residents ONLY

Summary:

Established agency seeking to hire a Remote Commercial Lines Account Manager with experience working with large, complex commercial accounts.

Job Duties:

• Full Knowledge of insurance products and usages
• Ability to advise and consult with clients re: their insurance coverages.
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines.
• Service and monitor account activity.
• Call existing insured to complement or “round out” accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Commercial Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business.

Qualifications:

• 6+ Years working with large market accounts in agency or broker environment with Florida market experience.
• Active 2-20 license.
• Ability to multitask.
• Experienced with Epic agency management system strongly preferred.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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