Insurance Account Manager

6 days ago


Deerfield Beach, Florida, United States Boutique P&C Insurance Agency Full time
Job Opportunity

We are seeking a highly skilled and experienced professional to join our team as a Client Account Manager for Personal Insurance Lines at Boutique P&C Insurance Agency.

The ideal candidate will have a strong background in commercial insurance, with a focus on client relationships and portfolio management. They will be responsible for maintaining a high level of customer satisfaction, while also driving business growth and profitability.

Key Responsibilities:

  • Manage a portfolio of client accounts, providing exceptional service and support to ensure customer satisfaction.
  • Develop and maintain strong relationships with clients, producers, and internal stakeholders to drive business growth and profitability.
  • Stay up-to-date with market trends and developments, identifying opportunities to expand client relationships and increase revenue.
  • Process and manage client transactions, including binders, policies, endorsements, and cancellations.
  • Review and validate client applications, renewals, and endorsements to ensure accuracy and compliance with underwriting guidelines.
  • Maintain accurate records and suspense systems for client transactions, ensuring timely invoicing and premium finance agreements.
  • Collaborate with the accounting department to ensure accurate posting of client monies and resolve any invoicing discrepancies.

Requirements:

  • Florida 4-40 License (minimum requirement) with ability to obtain Florida 2-20 P&C License promptly.
  • 2+ years' experience as an account manager specializing in commercial insurance.
  • Strong technical knowledge of coverage in all commercial lines insurance policy forms, rating, and exposure analysis.
  • Superior computer skills and full command of Microsoft Office products and electronic document management solutions.

What We Offer:

  • Excellent growth and advancement opportunities.
  • Competitive pay based on experience.
  • Paid Time Off (PTO).
  • 401(k) plan.


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