Customer Service Account Manager-PL
1 month ago
The Customer Service Account Manager is responsible for account support at the direction of senior team members. Lake Mary location seeking an entry level Account Manager to provide customer service by handling the day-to-day operations of clients' insurance needs for the state of Florida and work with various team members to deliver proper insurance and risk management services for clients. Must have minimum one year of personal lines experience in a broker setting.
The Ideal Candidate
- You have strong critical thinking skills and focus on accuracy
- You enjoy supporting a team and have strong customer service skills
- You have great communication skills (verbal & written)
- Bilingual - Spanish preferred
If this sounds like you, we invite you to keep reading and apply
What You'll Do- Client Support
- Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
- Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.
- Account Management
- Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results.
- Ensures accuracy of account information for new and renewal policies in accordance with client requests, processing change requests and endorsement checking, addressing proper exposures for policy rating, completing coverage reviews and gap analysis, and accurately transacting agency bill policies.
- Reviews all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner.
- Monitor renewal premium increases for remarketing based on the agency's retention strategies.
- Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
- Insurance Expertise
- Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier.
- Attend training and seek self-directed learning to continue education in industry and technical knowledge.
- Other duties as assigned.
We offer excellent benefits to include health, dental, vision, Employee Wellness Program, 401k Plan and more. We offer 10 paid holidays, plus 2 floating holidays per year to use at your discretion. Generous PTO Plan with increased accruals based on years of service. AssuredPartners philanthropic program provides 16 hours of paid time off per calendar year for those seeking to volunteer and give back to the community.
- Monday – Friday Schedule
- No nights, no weekends
- 10 Paid Holidays, plus 2 Floating Holidays, per year
- 1-3 years of Florida Personal Lines Broker experience and/or training
- Florida Property and Casualty License (2044 or 220 required to work remotely 440 license must work on-site)
- Working knowledge of available state of Florida personal lines coverages based on business and industry
- Proficient in providing client service through electronic, telephone, and in-person interaction
- Problem solving skills; strong written and verbal communication skills
- Proficient in use of Agency Management software, or demonstrated skill at quickly learning new
systems - Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation
software - Bilingual - Spanish preferred
AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger
-
Customer Service Sales Representative
1 week ago
Lake Mary, Florida, United States Scenthound Full timeBenefits:Company eventsEmployee discountsComplimentary uniformsTraining and development opportunitiesPerks and Benefits:Clear career advancement pathway to Management roles (Assistant Manager, Manager) and other optionsSales incentivesDiscounts availableAbout the Role:The Sales & Front Desk Associate plays a crucial role at Scenthound, concentrating on...
-
Sales and Customer Service Representative
1 week ago
Lake Mary, Florida, United States Scenthound Full timeBenefits:Company eventsEmployee discountsUniforms providedTraining and development opportunitiesAdditional perks:Clear career advancement path to management roles (Assistant Manager, Manager) and moreSales incentivesDiscountsAbout the Role:The Sales & Front Desk Associate plays a crucial role at Scenthound, concentrating on promoting memberships while...
-
Sales and Customer Service Associate
1 week ago
Lake Mary, Florida, United States Scenthound SODO Orlando, FL Full timeJob OverviewThe Sales & Front Desk Associate plays a vital role at Scenthound, emphasizing the promotion of memberships while delivering outstanding service to every client.Benefits:Company eventsEmployee discountsComplimentary uniformsTraining and professional developmentPerks and Advantages:Clear career advancement opportunities to management roles...
-
Sales and Customer Service Associate
3 days ago
Lake Mary, Florida, United States Scenthound Full timeBenefits:Company eventsEmployee discountsComplimentary uniformsTraining and professional developmentPerks and Benefits:Clear career advancement opportunities to Management roles (Assistant Manager, Manager) and beyondIncentives for sales performanceDiscount offersAbout the Role:The Sales & Front Desk Associate plays a vital role at Scenthound, concentrating...
-
Customer Service Sales Representative
1 week ago
Lake Mary, Florida, United States Scenthound SODO Orlando, FL Full timeJob OverviewBenefits:Company eventsEmployee discountsComplimentary uniformsTraining and professional developmentPerks and Advantages:Clear career advancement opportunities to Management roles (Assistant Manager, Manager) and beyondIncentives for sales performanceExclusive discountsPosition Summary:The Sales & Front Desk Associate plays a vital role at...
-
Account Manager
2 months ago
Lake Mary, Florida, United States Aon Full timeJob Description Health and Benefits Account Manager for Consumer Benefit Solutions As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Consumer Benefit Solutions, in Lake Mary, FL. As a Health and Benefits Account Manager - Consumer Benefit Solutions, you will report...
-
Customer Service Specialist
1 week ago
Lake Mary, Florida, United States Innova Solutions Full timeInnova Solutions is seeking a Customer Service SpecialistPosition Type: Fulltime/ContractLocation: Hybrid RoleDuration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining: Online with subsequent onsite requirementsAs a Customer Service Specialist, your responsibilities will include:Delivering advanced analytics and reporting services aimed at enhancing and...
-
Customer Service Specialist
1 week ago
Lake Mary, Florida, United States Innova Solutions Full timeInnova Solutions is currently seeking a Customer Service SpecialistPosition Type: Fulltime/ContractLocation: Hybrid RoleDuration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining: Online with subsequent onsite requirementsAs a Customer Service Specialist, your responsibilities will include:Delivering advanced analytics and reporting services aimed at...
-
Customer Service Specialist
1 week ago
Lake Mary, Florida, United States Innova Solutions Full timeInnova Solutions is currently seeking a Customer Service SpecialistPosition Type: Fulltime/ContractLocation: Lake Mary, Florida (Hybrid Role)Duration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining will be conducted online via camera, and once completed, the role will require onsite presence.As a Customer Service Specialist, your responsibilities will...
-
Customer Engagement Specialist
1 week ago
Lake Mary, Florida, United States Scenthound Full timeBenefits:Company eventsEmployee discountsUniforms providedTraining and professional developmentAdditional perks:Clear career advancement opportunities towards management roles (Assistant Manager, Manager) and other pathwaysSales incentivesDiscountsAbout the Role:The Sales & Front Desk Associate plays a crucial role at Scenthound, dedicated to promoting...
-
Customer Support Specialist
3 days ago
Lake Mary, Florida, United States Seacoast Bank Full timeJOB SUMMARY: This role is focused on enhancing customer engagement, expanding the client base, and driving revenue growth by establishing strong connections with both new and existing clients. The individual will assess the current and future financial requirements of customers and align them with Seacoast Bank's offerings. This position entails delivering...
-
Customer Service Specialist
1 week ago
Lake Mary, Florida, United States Innova Solutions Full timeInnova Solutions is seeking a dedicated Customer Service SpecialistPosition Type: Fulltime/ContractLocation: Hybrid RoleDuration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining: Online with subsequent onsite requirementsAs a Customer Service Specialist, your responsibilities will include:Delivering advanced analytics and reporting services aimed at...
-
Customer Support Specialist
1 week ago
Lake Mary, Florida, United States Seacoast Bank Full timeJob OverviewPOSITION SUMMARY:This role is pivotal in enhancing customer engagement, expanding the client base, and driving revenue growth by fostering strong relationships with both new and existing clients. The individual will assess the current and future financial requirements of customers and align them with Seacoast Bank's offerings. This position...
-
Customer Support Specialist
4 days ago
Lake Mary, Florida, United States Seacoast Bank Full timeJOB SUMMARY: This role is focused on enhancing customer engagement, expanding the client base, and driving revenue growth by establishing strong connections with both new and existing clients. The individual will assess the current and future financial requirements of customers and align them with Seacoast Bank's offerings. This position encompasses customer...
-
Customer Service Ambassador
3 days ago
Lake Mary, Florida, United States Fairwinds Full timeAbout the RoleWelcome to FAIRWINDS Credit Union, where we're dedicated to empowering our members to achieve their financial goals. As a Member Service Representative, you'll play a vital role in delivering exceptional service and support to our members, helping them navigate their financial needs and goals.We're seeking a talented and passionate individual...
-
Customer Support Specialist
1 week ago
Lake Mary, Florida, United States Seacoast Bank Full timeJOB SUMMARY: This role is essential for enhancing customer engagement, expanding the client base, and driving revenue growth by establishing strong connections with both new and existing clients. The incumbent will assess the current and future financial requirements of customers and align them with Seacoast Bank's offerings. This position encompasses...
-
Customer Support Specialist
1 week ago
Lake Mary, Florida, United States Seacoast Bank Full timeJob OverviewPOSITION SUMMARY:This role is essential for enhancing deposits, expanding the customer base, and driving revenue by establishing strong connections with both new and existing clients. The individual will assess the current and future financial requirements of customers and align Seacoast Bank's offerings to meet those needs. This position...
-
Lake Mary, Florida, United States Robinhood Full timeAbout the RoleAs a pivotal member of our customer support team, you will embody the voice of our clients, utilizing your exceptional empathy and product knowledge to ensure that our users feel acknowledged and appreciated.Your ResponsibilitiesIn this role, you will:Provide outstanding customer service through various communication channels including phone,...
-
Customer Support Specialist
4 days ago
Lake Mary, Florida, United States Seacoast Bank Full timeJob OverviewPOSITION SUMMARY:This role is focused on enhancing customer engagement, expanding the client base, and driving revenue by establishing strong connections with both new and existing clients. The individual will assess the financial requirements of customers and align them with Seacoast Bank's offerings. This position entails delivering exceptional...
-
Customer Engagement Specialist
4 days ago
Lake Mary, Florida, United States Scenthound Full timeCompensation: $15.00 per hourBenefits: - Company events - Employee discounts - Complimentary uniforms - Training and development opportunities - Career advancement paths to management roles (Assistant Manager, Manager) and more - Sales incentives - DiscountsAbout the Role: The Sales and Front Desk Associate plays a vital role at Scenthound, concentrating on...