What are the responsibilities and job description for the Commercial Lines Account Manager position at Ricci Insurance Group LLC?
Job Description
Job Description
Role Overview
As a Commercial Lines Account Manager, you will be the key liaison between our insurance carriers, our agency, and our clients. Your responsibilities include managing daily client interactions, handling policy endorsements, solving coverage issues, and overseeing the renewal process.
Personal Attributes
Outgoing and energetic personality.
Strong relationship-building skills.
Goal-oriented with a proactive approach.
Thrives in a fast-paced environment.
Lifelong learner with a keen interest in professional growth.
Work Setting
Office-based with options for hybrid or remote work settings.
Application Requirements
Must be able to commute or relocate to Jacksonville, FL 32217.
Benefits
Annual Base Salary Bonus Opportunities
Wellness Program
Flexible Schedule
Vision Insurance
Dental Insurance
Health Insurance
Life Insurance
Disability Insurance
Parental Leave
Mon-Fri Schedule
Tuition Reimbursement
Hands on Training
Career Growth Opportunities
Retirement Plan
Evenings Off
Quarterly Team Building
Industry Leading 4% 401K match
Work from Home
Paid Time Off (PTO)
Responsibilities
Key Responsibilities
Prepare insurance summaries, schedules, and proposals for account reviews.
Manage policy renewals, including re-marketing and creating renewal proposals.
Maintain and update client files in our agency management system.
Process and respond to incoming communications efficiently.
Identify and capitalize on cross-sell opportunities.
Requirements
Qualifications
High school diploma or equivalent; higher education or certifications preferred.
Must hold or obtain a 4-40 or 2-20 Insurance License (2-20 required for remote work).
Experience with Insurance Agency Management Software- Applied EPIC preferred
At least 1-2 years of insurance customer service or related experience.
Strong analytical, listening, and problem-solving skills.
Excellent communication skills and attention to detail.
Ability to prioritize tasks and manage multiple projects under tight deadlines.