Insurance Agent

COMMERCIAL LINES Account Manager - Team Lead

Company Overview:

We are a recognized leader in the Central Florida insurance industry serving the needs of our customers for more than 33 years. We cater to a growing multistate client base in a number of industries . Our team of experts and industry specialists’ partner with our clients to manage their risks, create security, promote growth and add value by delivering best-in-class insurance service, products and programs.

We specialize in a wide range of insurance and risk management products including: Property, Construction, Primary and Excess Liability, Directors & Officers/Management Liability, Professional Liability, Cyber Liability and Privacy, Crime, Employment Practices Liability, Workers’ Compensation, Employee Benefits, Ocean and Inland Marine, Personal Lines, and Surety Bonds.

We are headquartered in Ocala, Florida and have a plan to double our commercial lines business over the next 5 years. We are looking for a talented Customer Service Representative and team player who wants to grow with us!

Job Description:

Manage a client base of accounts providing an excellent level of service and profitability for both the customer and our agency. Promote revenue growth, and ensure a high level of retention.

Essential Functions

· Assist Commercial Producers in Retaining and Acquiring accounts

· Complete Acord applications and submit to underwriters for new business quotes on existing and new clients

· Compare Acord applications and policies at renewal and submit to carriers for remarketing

· Provide insured with renewal quotes and bind coverage as needed

· Review policy forms to confirm that insured has necessary coverages for their operation

· Review policies and advise insured if they can benefit from obtaining additional lines of coverage

· Marketing of Risks

· Proposal Building when required

· Policy Changes (Phone and Agency Visits)

· Receiving and Issuing Certificates for the commercial lines service team

· Process Endorsements and follow up with requestor upon completion

· Pull MVR’s and Loss Runs

· Process customer payments (Carrier and Premium Finance)

· Update AMS 360 System

JOB REQUIREMENTS AND QUALIFICATIONS

• High school diploma or equivalent; college degree preferred.
• Florida Property & Casualty (220) License necessary
• Knowledge of AMS 360 management system a plus
• Strong ability to multi-task
• Good listening skills and attention to detail.
• Strong understanding of the Southwest Florida Homeowners Insurance Market.
• Comfortable selling to and servicing High Net Worth clientele

OTHER INFORMATION

• Frequently work at a fast pace with unscheduled interruptions.
• Business casual environment.
• The statements contained in this job description reflect the general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences.

Job Type: Full-time

Experience:

• Property & Casualty (220) License necessary
• Insurance: 5 or more years Personal Lines with very strong Homeowners background
• Private Client & High Net Worth Client experience

Benefits:

• Health Insurance
• Retirement Benefits with Company match
• Paid Time Off

Job Type: Full-time

Pay: $85,000.00 - $100,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Tuition reimbursement

Supplemental Pay:

• Commission pay

Work Location: In person

Salary : $85,000 - $100,000