Onsite Commercial Lines Account Manager

Posted 2 hours ago

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About the role

  • Account Manager supporting Florida clientele in insurance services. Managing client needs and educating on policy coverages and insurance coverage.

Responsibilities

  • Assists clients with coverage changes in an automated environment supported by an imaging system
  • Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs
  • Provides technical support to producer(s) to benefit clients
  • Prepares proposals in coordination with producer(s)
  • Submits applications to eligible and appropriate carriers
  • Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items
  • Prepares summaries of insurance, schedules, and proposals as needed for account reviews
  • Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities
  • Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed

Requirements

  • 5+ years’ experience as a Commercial Lines Account Manager supporting clientele within Florida
  • Full knowledge of insurance products, markets, and usage
  • Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists
  • Active P&C 2-20 license required
  • Applied Epic proficiency preferred
  • High school diploma or equivalent required
  • CIC or CRIS designations preferred

Benefits

  • Comprehensive medical insurance, dental insurance, and vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

Job title

Commercial Lines Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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