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Commercial Insurance Account Manager

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Sarasota, United States iBusiness Solutions Full time
Job DescriptionJob Description

The Commercial Insurance Account Manager is responsible for the oversight and ongoing management of client accounts. This position coordinates with the producer and support staff to facilitate the implementation of new or renewing accounts to ensure the highest level of service is met. In addition, the Account Manager will maintain the ongoing client relationship and work with key managers to proactively identify trends in service issues and develop corrective action plans that will positively improve the client's ability to manage their work comp policy and claims.

Essential Job Duties:

  • Provide excellent customer service to retain and build solid working relationships with existing and new clients & carriers
  • Ability to communicate efficiently & professionally via phone or email
  • Ability to prioritize incoming phone calls and emails
  • Maintain confidentiality of all insurance documents and data
  • Assist with renewal, submission and bind processes
  • Complete Certificates of Insurance (COIs) for clients
  • Assist with audits
  • Complete PAYO payments monthly
  • Complete office tasks as needed
  • Participate in departmental projects and initiatives
  • Able to work independently and with a team

Qualifications:

  • Multi-tasking ability
  • Self-motivation
  • Strong attention to detail
  • Team attitude
  • Appropriate phone etiquette
  • Proficiency in Microsoft Office, especially Microsoft Excel
  • Ability to adapt to a fast-paced environment.
  • Ability to work in an ambiguous environment.
  • Problem-solving
  • Customer service skills
  • Confidentiality
  • Time management, organization, and prioritization skills