What are the responsibilities and job description for the Insurance Account Manager - Personal position at PURMORT & MARTIN INSURANCE AGENCY L?
Since 1959, Purmort & Martin Insurance Agency has been a leading locally owned, award winning independent insurance Agency in the Southwest Florida region. Because Purmort & Martin Insurance is locally owned and managed, we answer to our clients first, not shareholders or a home office in another city. We are looking for Account Managers who share this philosophy and can contribute to our success.
What are we looking for in a great candidate?
- Superior written and oral communication skills to facilitate frequent discussions with Insureds and Underwriters with several communication methods used.
- Proficiency in underwriting and rating systems for multiple insurance carriers.
- Knowledge of market availability and underwriting guidelines for standard insurance carriers as well as several surplus lines brokers.
- Someone who knows how to use Excel, AMS360, Microsoft Word, Skype Instant Messenger, Microsoft Outlook, and other work flow and document sharing programs.
- A person who can make quick decisions, handle a deadline based high volume, high turnaround, fast paced, environment.
- A professional who truly enjoys working with their clients and providing insurance expertise.
- Someone who holds an active 4-40 or 2-20 Florida Insurance License.
- Daily interaction with clients including reviewing the customer’s policy to answer questions and offer solutions regarding coverage, billing and claims as well as handling policy changes and renewals.
- Assisting current clients with the sale of additional coverages. Offer expertise so that customers make buying decisions armed with the right information.
- Document and maintain client files using accurate details of insured interactions.
- Be flexible and able to perform other tasks as requested.
Job is in office only. No remote or hybrid.
Job Responsibilities :
What we Give you :
At Purmort & Martin Insurance we appreciate and reward our most valuable assets, our employees. We offer a salary level, with bonuses up to $55K based on experience, as well as a comprehensive benefits package. Our benefits package includes Medical insurance with a generous employer paid portion for both employees and families, 401(K) program with a generous employer match, short and long term disability coverage, and a liberal PTO package.
We also offer our employees a chance to work in an autonomous, collaborative environment with open door management. We treat our employees like the professionals that they are. We appreciate our employees work and contribution to our Agency, and our clients’, success.
Salary : $55,000