Commercial Lines Producer/Account Manager

Tampa, FL 33612

Posted: 05/25/2023 Industry: Administrative Job Number: 9439

Job Description

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; 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.
  • 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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