What are the responsibilities and job description for the Insurance Commercial Lines Account Manager position at Commercial Insurance Specialists, LLC?
Job description
This is an in person/in office position. Commercial Insurance Specialists, LLC in Tampa, FL is seeking an experienced Commercial Lines Account Manager to join our growing team in our Tampa Office.
The main functions of this position are to exercise discretion and independent judgment with respect to providing quotes to prospective and existing customers; coordinating any issues that arise on quotes and binding insurance coverage.
Benefits offered: Paid vacation time off, Paid Holidays, Health, Dental and Vision Insurance. 401(k) Plan with Company Matching. Workplace perks such as food/coffee and a great office environment!
Commercial Lines Account Manager Responsibilities:
- Binding coverage; including providing quality control, providing service support to customers and to internal sales staff.
- Supervising and servicing middle to large accounts
- Servicing day to day customer needs
- Developing and maintaining good working relationships with clients, companies and brokers
- Working with Producer to coordinate new business, renewal strategy, and company selection
- Submitting completed applications to appropriate carriers, filter questions, negotiate pricing,
- Working with underwriters to amend coverage to meet client needs
- Evaluating Risk Transfer methods with client
- Preparing Insurance Proposals, Summaries and related documents
- Ordering and issuing binders, policies, endorsements, certificates, invoices and other related items with assistance from CSR as needed and forward to client with appropriate correspondence
- Reporting and monitoring claims until closed
- Maintaining knowledge of current market conditions and new products
- Accompanying Sales Agent as needed to client meetings
Commercial Lines Account Manager Skills/Qualifications:
- REQUIRES experience in a high volume environment with ability to learn things quickly and ability to get along in a team environment
- 3 years of commercial lines insurance account management experience needed
- MUST hold a 220 Insurance License
- Familiar with with Applied or EPIC Software preferred
- Once fully trained, must have ability to work independently
- Strong interpersonal skills to build rapport with customers and underwriters and fellow employees.
- Highly effective communication and negotiation skills
- Takes initiative and displays a sense of urgency
- Detail oriented with strong organizational skills
- Ability to make recommendations specific to client needs
- Computer skills in Microsoft Word and Excel
- Prioritization and a high sense of of urgency to respond to clients is a must
Job Type: Permanent
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
Experience:
- Commercial Lines Insurance Account Management: 3 years (Required)
- Epic/Applied Software: 1 year (Preferred)
License/Certification:
- Insurance 220 License (Required)
Ability to Relocate:
- Tampa, FL 33614: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $70,000