Commercial Lines Senior Account Manager
2 weeks ago
This individual will work closely with our top sales executives and Commercial Lines support staff to service a robust book of sophisticated medium to large P&C accounts, with a heavy focus on Construction, Contractors, HOA’s/Condos, Landscapers and Hospitality, ensuring total client satisfaction and account retention. This includes handling tasks from A to Z, such as actively engaging in the renewal process, assisting with marketing decisions, rating and quoting of new and renewal business, negotiating with underwriters to secure appropriate quotes and coverage, addressing client and carrier questions and requests in a timely manner, and frequently interacting with key client contacts and carrier representatives.
Other duties include checking accuracy of policies, processing endorsements, ensuring accurate and timely documentation of correspondence, applications, quotes and marketing information in accordance with company workflows and procedures, and issuing certificates of insurance, as needed.
Skills:
Exceptional customer service and interpersonal skills to interact with clients, carriers, underwriters and colleagues at all levels
Excellent written and verbal communication skills
High level of ethics, integrity and professionalism
Strong organizational skills and attention to detail
Ability to multi-task, prioritize and manage workflows and handle competing demands and priorities
Ability to take initiative, work independently and make sound decisions, following agency procedures, guidelines, and best practices
Required Experience:
At least 5 years’ insurance experience required, preferably as a Senior Account Manager or Account Manager with an independent agency
Agency Management System experience required; Applied EPIC experience preferred
Intermediate knowledge of Microsoft Office, including Word, Excel, Outlook and Teams
Must have a current FL 2-20 P&C license
Professional designations, such as CIC, are highly desired but not required
Location:
Petersburg, FL
In-Office or Hybrid work schedule available
Compensation:
Competitive compensation depending on applicable experience
Perks & Benefits:
Generous employee benefits package which includes a robust wellness program
Employee ownership opportunities
Career advancement opportunities – potential for growth within the company
Excellent work/life balance
Community focused organization
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