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Commercial Insurance Account Manager

3 months ago


Lakeland, United States Capstone Search Group Full time
Job DescriptionJob Description

About the Role

One of the largest insurance brokers in the Southeast has a Commercial Insurance Account Manager job opening that supports the sales teams in Lakeland and St. Petersburg, FL. Here are highlights of the role:

  • Location: Lakeland and St. Petersburg, FL (options to work in-office or hybrid schedule [3 days/office and 2 days/home] available).
  • Experience: Minimum three (3) years in a similar Commercial P&C agency client manager role.
  • Systems: The agency uses Epic but knowledge of a similar AMS system will help with the learning curve.
  • Portfolio: Generalist, middle market accounts in a portfolio that includes contractors, education, non-profits, human services, hospitality, and more. This is an active book that requires your attention on all service deliverables and renewal preparation.
  • Licensure: Florida 2-20 is required.

Duties & Responsibilities

For new and renewal clients:

  • Build, maintain, and strengthen relationships with your accounts.
  • Expand relationships with various insurance carriers.
  • Market services to accounts.
  • Perform account administration.
  • Handle renewals.
  • Address and resolve any problems/concerns that arise.
Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.