Commercial Insurance Portfolio Manager

4 days ago


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

The role of Commercial Account Representative at Single Source Insurance Inc involves providing top-notch service to agency clients, ensuring they receive comprehensive insurance offerings and thorough policy reviews.

Job Overview

This is a full-time position that operates in a professional office environment, requiring standard office equipment usage. The successful candidate will work directly with sales teams to review best coverages for accounts, make and receive calls regarding policy questions, renewals, and new business, and learn the agency management system quickly.

Responsibilities:

  • Work with sales team to review best coverages for accounts
  • Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
  • Quickly learn the agency management system and standardized system of filing
  • Input data into management system in an accurate and timely manner
  • Shop new and renewal business accounts through insurance market
  • Collaborate with sales team to secure renewal business
  • Independent servicing of assigned book of business, endorsements, policy changes and record keeping
  • Remotely send accounts for signature and binding
  • Assist the Senior Commercial account manager with excess workflow

Requirements:

  • High school graduation or GED
  • 440 Insurance License
  • 2 years experience commercial underwriting

Salary Estimate: $60,000 - $80,000 per year, depending on location and experience. Benefits include 401(k), 401(k) matching, bonus based on performance, dental insurance, free food & snacks, health insurance, paid time off, and vision insurance.



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