Strategic Partnership Manager at Security First Managers, LLC overseeing key enterprise - level partner relationships. Collaborating across internal teams to support business growth in Florida's Property & Casualty sector.
About the role
- Associate Account Manager in Commercial Insurance managing large commercial insurance accounts and providing exceptional client service while collaborating with internal teams and markets.
Responsibilities
- Manage and service a portfolio of large commercial insurance accounts
- Build and maintain strong, professional relationships with both clients and insurance markets
- Demonstrates strong technical insurance knowledge of coverage, with an ability to provide clients with expert guidance on complex commercial insurance coverage and respond to sophisticated coverage inquiries
- Delivers exceptional customer experience to internal and external customers
- Liaises with Client, Account Executive/Account Manager and Markets
- Follows Hub Service Guidelines
- Demonstrates commitment to teamwork and collaboration by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts including support of marketing/broking efforts
- Acts as primary Customer Service Contact in absence of Account Executive or Account Manager
- Responds to customer requests directly (or indirectly from Account Executive or Account Manager), submitting information to appropriate insurance companies and binding coverage where appropriate
- Participates in formal account reviews and Critical Path meetings; working diligently to provide value-added services for clients and follow up on action items required by Producer, Marketer or Servicer
- Collect data from the client, create an expert submission in EPIC and a rate sheet to be presented, identify coverage gaps, negotiate suitable rates and coverages with company underwriters, present Account Executives/Account Managers with best programs, and bind coverage
- Prepares proposals, customer correspondence, certificates, and invoices
- Prepares cover notes on accounts marketed
- Processes all documentation according to Hub workflows
Requirements
- Insurance experience, preferably 5 years within a commercial capacity
- Level 2 General Insurance License
- Recognized industry certification preferred (CAIB, CIP, CRM, BCIT Risk Management)
- Works independently without supervision
- Exceptional written and verbal communication skills
- Superior client service, presentation and interpersonal skills
- Demonstrated ability to explain and document sophisticated insurance coverage solutions clearly and professionally
- Strong attention to detail and accuracy
- Service-driven with a client-first mindset
- Intermediate to advanced MS Office knowledge, with focus on Excel, PowerPoint, and Word
- Strong sense of urgency when handling accounts, highly organized, proactive, and capable of managing multiple priorities
- A people person, you work to provide superior client service while working collaboratively with your team and markets
Benefits
- Competitive compensation
- Company matching RRSP contributions
- Tuition financing and career-related training and development
- Customizable flexible benefits options for you and your family
- Mental and physical wellness initiatives
- A positive, collaborative and team-oriented environment
- Ongoing personal and career development
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