What are the responsibilities and job description for the Account Management Executive - Commercial Lines position at Harrison Gray Search?
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Harrison Gray Search is committed to helping individuals achieve their career goals by matching them with top companies in the insurance industry. We are currently working with an established and growing brokerage in Florida to find a highly skilled Commercial Lines Account Manager / Processor.
This role offers a unique opportunity to work with a dynamic team and contribute to the success of the organization. Your responsibilities will include:
Requirements
Harrison Gray Search is committed to helping individuals achieve their career goals by matching them with top companies in the insurance industry. We are currently working with an established and growing brokerage in Florida to find a highly skilled Commercial Lines Account Manager / Processor.
This role offers a unique opportunity to work with a dynamic team and contribute to the success of the organization. Your responsibilities will include:
- Processing policy changes, endorsements, audits, cancellations, and renewals.
- Processing new mail and policy checking.
- Invoicing, following up on payments, and generating premium finance quotes as needed.
- Maintaining accurate client records in AMS360 & ImageRight, ensuring data integrity and compliance with agency requirements.
- Supporting the Account Executives in preparing new business submissions.
- Supporting Account Executives in the renewal process by following the renewal timeline, preparing renewal submissions, gathering underwriting information, and reviewing policy terms.
- Generating online quotes.
- Reviewing quotes and assisting with proposal preparation.
- Generating proof of insurance, including auto ID cards, certificates of insurance, and evidence of property insurance.
- Serving as the backup point of contact for client inquiries, providing prompt and courteous assistance.
- Ensuring adherence to the organization's commitment to service excellence by fostering positive relationships with clients, carriers, and internally through proactive communication and responsive service.
- Identifying opportunities for cross-selling additional insurance products.
- Assisting in the preparation of reports, presentations, and other client-facing documents as needed.
Requirements
- Familiarity with FL 2-20 license (or willingness to obtain).
- Experience with AMS360 and ImageRight preferred.
- 1-2 years of experience in the insurance industry, with exposure to commercial lines.
- Knowledge of insurance products, coverages, and industry regulations.
- Strong customer service orientation with excellent communication and interpersonal skills.
- Detail-oriented with the ability to prioritize tasks and manage time effectively.
- Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems (AMS).
- Ability to work as part of a team.
