Personal Lines Account Manager

3 months ago

Orlando, United States McGriff Full time

Primary Purpose:

Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Build and maintain key client and carrier relationships by phone, email and in person.

2. Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.

3. Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.

4. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

5. Prepare marketing information or provide required information to a marketing person.

6. Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.

7. Prepare and deliver all applicable forms to client.

8. Become proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.

9. Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/ services, as requested.

10. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

11. Other duties and responsibilities as requested by management.


QUALIFICATIONS


Required Qualifications:

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.

1. Bachelor's degree or equivalent education and related training

2. Two years of relevant insurance industry experience

3. Appropriate insurance license (Property & Casualty)

4. Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

5. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

6. Ability to travel, occasionally overnight


Preferred Qualifications:

1. Advanced degree

2. Certification in field of endeavor

3. Experience with Requests for Proposal

  • Personal Lines Account Manager

    1 month ago

    Orlando, United States The Jonus Group Full time

    Job DescriptionPersonal Insurance Account Manager – RemoteJoin our established agency as a dynamic and client-focused Personal Insurance Account Manager. We are seeking a highly motivated individual with a proven track record in building strong customer relationships and driving sales.ResponsibilitiesProvide exceptional customer service by promptly...

  • Personal Lines Account Manager

    3 weeks ago

    Orlando, United States The Jonus Group Full time

    Job Description Personal Insurance Account Manager Remote Join our established agency as a dynamic and client-focused Personal Insurance Account Manager. We are seeking a highly motivated individual with a proven track record in building strong customer relationships and driving sales. Responsibilities Provide exceptional customer service by promptly...

  • Personal Lines Account Manager

    3 weeks ago

    Orlando, United States The Jonus Group Full time

    Job Description Personal Insurance Account Manager Remote Join our established agency as a dynamic and client-focused Personal Insurance Account Manager. We are seeking a highly motivated individual with a proven track record in building strong customer relationships and driving sales. Responsibilities Provide exceptional customer service by promptly...

  • Personal Lines Account Manager

    7 days ago

    Orlando, United States gpac Full time

    A local agency is actively seeking a Personal Lines Account Manager. Individual should be be self-motivated, organized and have great communication skills. This agency has an excellent compensation and benefit package. Job Requirements: Excellent at customer service - talking with clients and explaining coverages to them. Master at organization and...

  • Commercial Lines Account Manager

    2 months ago

    Orlando, United States The Jonus Group Full time

    Job DescriptionCommercial Insurance Account ManagerEstablished agency seeking to hire a commercial insurance account manager to join our commercial team. Ideal candidate will have a commercial lines background in the property & casualty industryResponsibilitiesThe account manager is responsible for day-to-day account management for clients with complex...

  • Commercial Lines Account Manager

    4 weeks ago

    Orlando, Florida, United States APR Full time

    Job OverviewAPR is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our commercial insurance team, you will be responsible for managing an established book of business, providing exceptional customer service, and driving growth through cross-selling and upselling opportunities.Key ResponsibilitiesManage an...

  • Personal Lines Underwriter

    4 weeks ago

    Orlando, Florida, United States Braishfield Associates Full time

    Braishfield Associates, a leading provider of specialty insurance products, is seeking a Personal Lines Underwriter to join their team.The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or reject applications.Our company is built on meritocracy, where...

  • Personal Lines Underwriter

    1 month ago

    Orlando, United States Braishfield Associates Full time

    Braishfield Associates, a division of Hull & Company, LLC is seeking a Personal Lines Underwriter to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications. Our company is built on meritocracy, where...

  • Personal Lines Underwriter

    3 weeks ago

    Orlando, United States Braishfield Associates Full time

    Braishfield Associates, a division of Hull & Company, LLC is seeking a Personal Lines Underwriter to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications. Our company is built on meritocracy, where...

  • Personal Lines Underwriter

    3 weeks ago

    Orlando, United States TransForce Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking a Personal Lines Underwriter to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance...

  • Personal Lines Underwriter

    1 month ago

    orlando, United States Braishfield Associates Full time

    Braishfield Associates, a division of Hull & Company, LLC is seeking a Personal Lines Underwriter to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications. Our company is built on meritocracy, where...

  • Personal Lines Underwriter

    2 weeks ago

    Orlando, United States Braishfield Associates Full time

    Braishfield Associates, a division of Hull & Company, LLC is seeking a Personal Lines Underwriter to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications. Our company is built on meritocracy, where...

  • Personal Lines Underwriter

    3 weeks ago

    Orlando, United States Brown & Brown Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking aPersonal Lines Underwriter to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance...

  • Personal Lines Insurance Specialist

    4 weeks ago

    Orlando, Florida, United States Braishfield Associates Full time

    Job Summary:Braishfield Associates is seeking a skilled Personal Lines Underwriter to review and evaluate insurance applications, classify and rate risks, and make recommendations for acceptance or rejection.Key Responsibilities:Collect and analyze applicants' relevant history and records to determine the level of risk for insuring new business, renewals,...

  • Insurance Account Manager

    4 weeks ago

    Orlando, Florida, United States The Jonus Group Full time

    Job Title: Personal Lines Account ManagerAbout The Role:We are seeking a highly motivated and client-focused Personal Lines Account Manager to join our established agency. As a key member of our team, you will be responsible for providing exceptional customer service, accurately quoting and issuing personal lines insurance policies, and developing strong...

  • Commercial Lines Account Manager

    6 months ago

    Orlando, United States The Jonus Group Full time

    Job Description Commercial Insurance Sales/Service Agent | Orlando, FL Established agency seeking to hire a commercial insurance account manager to join our commercial team. Ideal candidate will have a commercial lines background in the property & casualty industry Responsibilities : The ideal Commercial Insurance Account Manager candidate will...

  • Commercial Lines Account Manager

    1 month ago

    Orlando, Florida, United States APR Full time

    Job OverviewAPR is seeking an experienced Commercial Lines Account Manager to join their team. This role will be responsible for managing a significant book of business consisting of small market commercial accounts from various industries.Key ResponsibilitiesProvide detailed cost and coverage analyses to clients.Answer client policy and coverage questions,...

  • Insurance Account Manager

    1 month ago

    Orlando, Florida, United States Enterprise Insurance Agency Inc Full time

    Job SummaryThe Personal Lines Producer at Enterprise Insurance Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.Key ResponsibilitiesIdentify, qualify, and develop personal insurance opportunities with new and existing clients in person,...

  • Insurance Industry Expert

    1 month ago

    Orlando, Florida, United States Work At Home Vintage Experts Full time

    Unlock Your Potential in Commercial LinesAt Work At Home Vintage Experts, we're revolutionizing the way experienced insurance professionals work. Our unique platform allows you to leverage your 25+ years of full-time work experience and 10+ years of Commercial Lines Property & Casualty insurance expertise to deliver exceptional customer service from the...

  • Commercial Lines Account Executive

    6 months ago

    Orlando, United States The Jonus Group Full time

    Job Description Commercial Insurance Account Executive Summary: Established agency seeking to hire a Commercial Insurance Account Executive. Job Duties: Full Knowledge of insurance products and usages Ability to advise and consult with clients re: their insurance coverages Manage workflow of assigned book of business and delegate workflow ...