P&C Commercial Account Manager-Coastal Florida

Job Description

Our client is growing! They are looking for an Account Manager to join their team-oriented, fun, and positive work environment. They win long-term, quality clients by retaining happy, long-term 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 $2,500 to $1,000,000. 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: $50,000-$65,000+*
• Bonuses potentially based on experience*
• Paid time off for holidays, vacations, and sick time
• 401(k) matching
• Medical, dental, vision insurance (employee’s medical coverage paid at 100%)
• Short-term disability and group life options
• Access to legal and financial resources

  QUALIFICATIONS AND EDUCATION REQUIREMENTS

• An active 2-20 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 decision-making skills
• Ability to exercise independent judgment while knowing when to escalate a case or concern.
• Strong ability to multi-task, prioritize, and organize tasks.
• Knowledge of Applied Epic system.
• Proven top-notch customer service skills.
• Clear and concise written and verbal communication skills
• Highly organized and detail-oriented

ADDITIONAL NOTES

This is a permanent, full-time, in-office 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 6-12 months of hire, based on performance.

**2-3 years or more of commercial lines experience is preferred. Our top priority is to find the right

person for our client’s business & culture: someone who wants to contribute; be part of an amazing team; and establish and grow a career.