TempExperts is currently seeking a Commercial Lines Account Manager in your local area.
Essential Duties and Responsibilities:
Provides support to sales producers in developing new business opportunities for existing clients and prospects, analyzing client needs, coverage forms and quotations.
Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures.
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
Reviews and summarizes marketing results and prepares proposals;Â Finalizes proposals and presentations in coordination with producers.
Binds insurance coverage and prepares binders and or delegates certificates issuance.
Reviews policies for accuracy and reviews contracts.
Prepares summaries and/or schedules of coverage for clients.
Schedules appointments with clients as requested by sales producers.
Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers.
Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers.
Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
Prepares summaries of insurance, schedules and proposals for clients and prospects when needed.
Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating corrections when necessary.
Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High School Diploma or the recognized equivalent is required.
Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required.
State of Florida 2-20 or Insurance License, required.
Bi-lingual (Spanish and English) preferred but not required.
Technology Skills:
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
AMS360 Agency Management experience preferred but not required. Other Qualifications:
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
Demonstrates excellent time management and prioritization skills.
Attention to detail and commitment to a high level of accuracy.
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
TempExperts is an Equal Opportunity Employer.
Additional Information
If interested please apply online or call 727.210.7855.
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