Account Manager, Insurance Services

1 week ago

Tampa, United States Franklin Street Full time

Franklin Street is currently seeking an Account Manager to join our Insurance Team in Tampa, FL.The ideal candidate must possess 2+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance - preferably in the P&C specialty area. An active 2-20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.Position Overview: The Account Manager will support the organization's overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients.Services, manages, retains, and grows an existing book of insurance business.Initiates quotes.Talks with underwriters.Solves issues and answers technical questions of an advanced nature.Handles all day-to-day service work associated with the client's account, including all endorsement activity and routine coverage questions. Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents (ex: loss runs). Follows up with underwriters for quotes.Markets renewals to carriers on behalf of clients and assists in marketing of new business. Ensuring that policy renewals are performed in a timely manner and that client coverage is reviewed at least annually for proper coverages etc. is a core function of this job. Sends renewal letters and correspondence to clients throughout the year.Client Contact: Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.Identifies and determines coverage of policies to be entered into the agency management software system (AMS 360). Keeps activity, deadlines, renewal dates, coverage information, endorsements, and correspondence updated in management system daily to ensure real time information. Updates databases and spreadsheets.Exercises discretion and independent judgment in significant matters related to the business and customer service - for example, has the authority to bind insurance coverage on behalf of clients on a regular basis.At the discretion of the agent, may accompany agent on client visits, presentations, and meetings.In some circumstances, depending on the size of the book of business, may supervise a Commercial Insurance Assistant.Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients.Records and reports loss notices to carrier.Maintains strong lines of communication with the Managing Directors.Performs desktop publishing on regular basis to assist in the creation of marketing materials and assists in the creation of PowerPoint presentations. Types and produces general correspondences, memos, charts, tables, graphs, business and financial reports, etc.Maintains strict confidentiality regarding company marketing and business matters.Performs other duties as assigned. RequirementsRequirements: 2+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance - preferably in the P&C specialty area.Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.Must be organized, focused, and able to multi-task in a fast-paced business environment.Analytical ability is required in order to gather and summarize data for reports, find solutions to various problems, and prioritize work.Must possess strong organizational skills and be able to multi-task in a fast-paced, deadline driven, business environment.An active Insurance license is required (In Florida, an active 2-20 license is required. In Georgia, an active agent license is required.)AMS 360 proficiency or similar industry software experience is preferred.Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required. InDesign proficiency a plus.Ability to type 45 - 50 wpm or faster strongly preferred.Bachelor's Degree preferred. High school diploma required.Additional coursework or related insurance industry experience a plus. About Franklin Street: Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients' evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions-Real Estate, Capital, Insurance, Property Management, and Project Management-Franklin Street offers unmatched value and optimal solutions for clients nationwide.Make your next career move with Franklin Street. With seven lines of business and six offices across Florida and Atlanta, that perfect opportunity you've been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com.Franklin Street offers competitive salaries, medical - including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.Must be able to successfully pass pre-employment (post-offer) drug screen and background check.Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.

  • Account Manager, Insurance Services

    4 weeks ago

    Tampa, United States Franklin Street Properties Full time

    Franklin Street is currently seeking an Account Manager to join our Insurance Team in Tampa, FL. The ideal candidate must possess 2 years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commerci Account Manager, Insurance, Manager, Customer Service, Business, Agent, Accounting, Property Management

  • Surety Account Manager

    3 weeks ago

    Tampa, United States USI Insurance Services, Inc. Full time

    Specific knowledge of bonds, bond market selection and bond issuance are required in this position. Responsible for the retention of assigned client accounts. Responsible for independently and proactively managing client accounts. Activities include, Account Manager, Manager, Account Executive, Producer, Brokerage, Insurance, Accounting

  • Account Manager

    4 days ago

    Tampa, United States USI Insurance Services, Inc. Full time

    Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities: - Responsible for the retention of ass Account Manager, Marine, Manager, Account, Accounting, Insurance

  • Account Manager

    4 weeks ago

    Tampa, United States Sovereign Insurance Group Full time

    Job Overview and Requirements Sovereign Insurance Group is looking for an Account Manager to support niche clients and collaborate across teams to provide best-in-class service. As an Account Manager, you are responsible for the day-to-day servicing of commercial lines clients, maintenance of exceptional customer relations, and acting as a generalist within...

  • Commercial Lines Senior Account Manager

    3 weeks ago

    Tampa, United States USI Insurance Services Full time

    General Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. **This position offers a hybrid schedule working two days in our Tampa office. ...

  • Commercial Lines Senior Account Manager

    1 month ago

    Tampa, United States USI Insurance Services Full time

    General Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. **This position offers a hybrid schedule working two days in our Tampa office. ...

  • Account Manager

    4 weeks ago

    Tampa, United States Sovereign Insurance Group Full time

    Job DescriptionJob DescriptionJob Overview and Requirements Sovereign Insurance Group is looking for an Account Manager to support niche clients and collaborate across teams to provide best-in-class service. As an Account Manager, you are responsible for the day-to-day servicing of commercial lines clients, maintenance of exceptional customer relations, and...

  • Account Manager

    4 weeks ago

    Tampa, United States Sovereign Insurance Group Full time

    Job DescriptionJob DescriptionJob Overview and Requirements Sovereign Insurance Group is looking for an Account Manager to support niche clients and collaborate across teams to provide best-in-class service. As an Account Manager, you are responsible for the day-to-day servicing of commercial lines clients, maintenance of exceptional customer relations, and...

  • Account Manager

    3 weeks ago

    Tampa, United States Sovereign Insurance Group Full time

    Job DescriptionJob DescriptionJob Overview and Requirements Sovereign Insurance Group is looking for an Account Manager to support niche clients and collaborate across teams to provide best-in-class service. As an Account Manager, you are responsible for the day-to-day servicing of commercial lines clients, maintenance of exceptional customer relations, and...

  • Accounting Analyst

    2 months ago

    Tampa, United States USG Insurance Services Full time

    Accounting Analyst (Assistant) USG is a national E&S wholesaler and MGA. Position works to support and on behalf of our corporate accounting team. USG seeking an entry to mid-level position based in our Tampa, FL headquarters. Position provides opportunity to advance into additional cross-trained roles. Office Hours: 8:30-5:00 Local Time Compensation: Based...

  • Finance Manager

    3 weeks ago

    Tampa, United States Millennial Specialty Insurance LLC Full time

    Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we've helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country's top insurance companies. That's an advantage for our customers, who benefit from a wide...

  • Accounting Analyst

    2 months ago

    Tampa, United States USG Insurance Services, Inc. Full time

    Job DescriptionJob DescriptionAccounting Analyst (Assistant)USG is a national E&S wholesaler and MGA. Position works to support and on behalf of our corporate accounting team. USG seeking an entry to mid-level position based in our Tampa, FL headquarters. Position provides opportunity to advance into additional cross-trained roles.Office Hours: 8:30-5:00...

  • Accounting Analyst

    3 weeks ago

    Tampa, United States USG Insurance Services, Inc. Full time

    Job DescriptionJob DescriptionAccounting Analyst (Assistant)USG is a national E&S wholesaler and MGA. Position works to support and on behalf of our corporate accounting team. USG seeking an entry to mid-level position based in our Tampa, FL headquarters. Position provides opportunity to advance into additional cross-trained roles.Office Hours: 8:30-5:00...

  • Insurance Customer Service

    2 months ago

    Tampa, United States ELITE BUSINESS INSURANCE LLC Full time

    Job DescriptionJob DescriptionResponsibilities:All Customer Service Tasks of the AgencyAnswering PhonesProblem SolvingProcess Policy Changes / EndorsementsCertificates of InsuranceAuditsInspectionsBill PayQualifications:Previous experience with insurance or other related fields4-40 CSR License, or higherGood typing skillsStrong organizational skillsDeadline...

  • Insurance Customer Service

    3 weeks ago

    Tampa, United States ELITE BUSINESS INSURANCE LLC Full time

    Job DescriptionJob DescriptionResponsibilities:All Customer Service Tasks of the AgencyAnswering PhonesProblem SolvingProcess Policy Changes / EndorsementsCertificates of InsuranceAuditsInspectionsBill PayQualifications:Previous experience with insurance or other related fields4-40 CSR License, or higherGood typing skillsStrong organizational skillsDeadline...

  • Insurance Customer Service

    3 weeks ago

    Tampa, United States ELITE BUSINESS INSURANCE LLC Full time

    Job DescriptionJob DescriptionEntry Level Role- we are willing to train and get you licensed!Responsibilities:All Customer Service Tasks of the AgencyAnswering PhonesProblem SolvingProcess Policy Changes / EndorsementsCertificates of InsuranceAuditsInspectionsBill PayQualifications:Previous experience with insurance or other related fieldsGood typing...

  • Commercial Lines Account Manager

    6 days ago

    Tampa, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...

  • Accounts Receivable Specialist

    1 month ago

    Tampa, United States Slide Insurance Full time

    Slide is a cutting-edge Tampa based Technology Enabled Insurance company who is disrupting the industry! To revolutionize all facets of property insurance, we need to do things differently. Therefore, certain traits are required of Sliders in order to be successful in our fast-paced environment. Being able to contribute innovative solutions (Best Idea...

  • Accounts Receivable Specialist

    3 weeks ago

    Tampa, United States Slide Insurance Full time

    Slide is a cutting-edge Tampa based Technology Enabled Insurance company who is disrupting the industry! To revolutionize all facets of property insurance, we need to do things differently. Therefore, certain traits are required of Sliders in order to be successful in our fast-paced environment. Being able to contribute innovative solutions (Best Idea...

  • Insurance Producer

    2 days ago

    Tampa, United States World Insurance Associates LLC Full time

    SummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing top 25 insurance brokers in the U.S. with over 2,500 employees in over 210 offices across North America. We specialize in personal...