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Commercial Lines Account Professional

PlanLife
Windermere, FL Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/17/2025

About Us

At PlanLife, we pride ourselves on delivering expert insurance solutions tailored to the unique needs of each client. Our team is dedicated to providing exceptional service and support, ensuring our clients receive the best possible outcomes.

Job Summary

We seek a seasoned professional to manage our commercial lines book of business, focusing on relationship building, agency billing, and risk management.

Responsibilities

  • Expertly manage an existing portfolio of commercial insurance clients.
  • Develop and maintain strong client relationships through excellent communication and problem-solving skills.
  • Efficiently handle agency billing and reconciliation tasks.
  • Stay up-to-date with industry developments and emerging trends.

Qualifications

  • Proven track record in commercial insurance management.
  • Exceptional customer service and interpersonal skills.
  • Familiarity with agency management software is highly desirable.
  • Ability to work independently and as part of a team.

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