Commercial Insurance Account Manager

2 weeks ago


Clearwater, Florida, United States Single Source Insurance Inc Full time
Position Overview

We are seeking a dedicated and knowledgeable Commercial Insurance Account Executive to become an integral part of our organization. In this pivotal role, you will be responsible for delivering exceptional service to our clients while ensuring their insurance requirements are addressed thoroughly and effectively.

Employee Benefits:
  • 401(k) plan with employer matching
  • Bonuses based on performance
  • Extensive health, dental, and vision insurance plans
  • Paid time off to promote work-life balance
  • Complimentary snacks and meals to enhance productivity
Role Summary
As the Commercial Insurance Account Executive, your primary duty will be to collaborate closely with our clients to ensure their satisfaction with their insurance policies. This includes performing comprehensive evaluations of current policies to confirm they meet the client's needs effectively.

Key Duties
  • Work in conjunction with the sales team to identify optimal coverage solutions for client accounts
  • Maintain effective communication through calls and emails regarding policy questions, renewals, and new business opportunities
  • Utilize the agency management system efficiently while keeping precise records
  • Conduct market analysis for both new and renewal business accounts
  • Independently oversee a designated portfolio of clients, including endorsements, policy modifications, and documentation
  • Support workflow management to ensure timely task completion
Qualifications
  • High school diploma or equivalent
  • Valid 440 Insurance License
  • At least 2 years of experience in commercial underwriting
Preferred Qualifications
  • Bachelor's degree in a relevant discipline
  • Valid 220 Insurance License
  • A minimum of 4 years of experience in the commercial underwriting sector
Additional Competencies
  • Experience in a Commercial Department within an independent agency
  • Proficient in Microsoft Outlook, Word, Excel, and AMS360 software
Work Environment
This position is situated in a professional office environment equipped with standard office tools and resources, including computers, telephones, photocopiers, filing cabinets, and fax machines.

Work Schedule
This is a full-time role with standard working hours from Monday to Friday, 9 a.m. to 5 p.m. There may be occasional requirements for overtime and participation in weekend events.

Travel Requirements
Travel for this position is minimal, with occasional local event attendance.

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