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Assistant Account Manager, Account Manager and Senior Account Manager

Fulcro Insurance
Atlanta, GA Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/8/2025

Job Description

Job Description

Fulcro Insurance in Puerto Rico (Old San Juan) is looking for the best candidates for the available positions in the different lines of business such as Assistant Account Manager, Account Manager and Senior Account Manager.

Responsabilities :

  • Provide technical support to Producers, specifically in analysing client needs, coverage forms and quotations.
  • Order and issue binders, certificates, policies, endorsements and other related items, plus verify their accuracy.
  • Prepare specifications, summaries of insurance, schedules, proposal and other presentation.
  • Participate in meetings with prospects and existing clients.
  • Request and assist in the gathering financial statements and other pertinent data required by the company for the bond inssurance and follow up until received.
  • Identify customer needs, quote and propose alternatives for both new business and renewals.
  • Collaborate with insurers to ensure customer satisfaction.
  • Monitor the insurance market and competition to improve strategies and offerings.
  • Design, place and manage insurance programs for assigned book of business.
  • Actively work in the risk assessment process, marketing and proposal of insurance programs.
  • Serves as the main point of contact with clients and address their risk management questions.
  • Liaise with other risk practices such as claims and legal disputes to support our client's needs.
  • Work with minimal supervision.

Requirements :

  • Prior experience as Account Manager or at a similar role in the insurance industry.
  • Bachelor’s Degree or Associate Degree, preferably in Business Administration
  • License in Property & Casualty (preferable)
  • Insurance product and sector regulations knowledge.
  • Excellent abilities of communication, negotiation and presentation.
  • Capacity to work independently, in a team and under pressure.
  • Fluent in English, both written and verbal.
  • Benefits :

  • New Business Bonus pool (10% of new business commission shared with team members that are part of the pool. Terms and conditions would be provided as part of the onboarding process)
  • 100% paid health, vision and dental insurance
  • Paid holidays
  • 401K Retirement plan
  • Life Insurance
  • Long term Disability Insurance
  • Birthday off
  • One Annual Wellness Day
  • Reimbursement of up to $500 for kids’ Summer camp
  • Reimbursement of fees for Professional Insurance Designations / courses relevant to role and as approved by management
  • Parking Reimbursement in the Old San Juan
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    Job openings at Fulcro Insurance

    Fulcro Insurance
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    Job Description Job Description Fulcro Insurance in Puerto Rico (Old San Juan) is seeking for the best candidates for th...
    Fulcro Insurance
    Hired Organization Address Atlanta, GA Full Time
    Job Description Job Description Fulcro Insurance in Puerto Rico (Old San Juan) is seeking for the best candidates for th...

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