PC Commercial Account Manager-Coastal Florida
PC Commercial Account Manager-Coastal Florida
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Job Description
Job Description
Our client is growing! They are looking for an Account Manager to join their teamoriented fun and positive work environment. They win longterm quality clients by retaining happy longterm employees that feel supported by the company. Preferred location is Sarasota FL but will consider other Florida locations.
ROLE AND RESPONSIBILITIES
Customer Service/Account Management handling service for primarily a renewal book of clients. Clients range
in premium size from $2500 to $1000000. Job duties include:
- Service an assigned existing book of business
- Work closely with Senior Account Manager (AM) to assist with completion and submission of applications and supplemental forms for new business.
- Request Loss Run reports and conduct analysis when needed.
- Request and organize quotes from various carrier online platforms for new business and renewals.
- Prepare new business renewal and rewrite proposals for Senior AM and provide input on coverage.
- Facilitate the signature process bind policies and set up accounts in Applied Epic.
- Assist clients with service requests including but not limited to certificates of insurance policy changes endorsements and claims when necessary.
- Establish and maintain relationships with carriers and underwriters.
- Process and review Audits on behalf of the clients
- Maintain a high degree of industry and market expertise.
- Handle all clients and accounts with attention to detail and care to ensure no liability associated with errors and omissions occur.
- Seek to improve individual and team performance by identifying and communicating best practices.
- Exercise discretion and judgement while ensuring proper handling of all clients and accounts.
- Perform other duties assigned by management.
COMPENSATION AND BENEFITS
- Total Compensation: $50000$65000*
- Bonuses potentially based on experience*
- Paid time off for holidays vacations and sick time
- 401(k) matching
- Medical dental vision insurance (employees medical coverage paid at 100
- Shortterm disability and group life options
- Access to legal and financial resources
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- An active 220 license**
- Remain current on all continuing education (CE) requirements to maintain license.
- 2 years commercial lines Account Management experience**
- Property and flood insurance knowledge is a plus
- PC proficiency including MS Office (Excel Word PowerPoint and Outlook)
- High School Diploma (or equivalent)
PREFERRED SKILLS
- Ability to work independently and with a team.
- Excellent analytical and decisionmaking skills
- Ability to exercise independent judgment while knowing when to escalate a case or concern.
- Strong ability to multitask prioritize and organize tasks.
- Knowledge of Applied Epic system.
- Proven topnotch customer service skills.
- Clear and concise written and verbal communication skills
- Highly organized and detailoriented
ADDITIONAL NOTES
This is a permanent fulltime inoffice position with the opportunity to move to a hybrid or remote role.
*Pay is based on experience and the size of the book to be managed. Bonuses are dependent on the size of the
book under management after 612 months of hire based on performance.
**23 years or more of commercial lines experience is preferred. Our top priority is to find the right
person for our clients business & culture: someone who wants to contribute; be part of an amazing team; and establish and grow a career.
Required Experience:
Manager
Employment Type
Full Time
