Account Management Professional

4 days ago


Hollywood, Florida, United States Intelligent Staffing Full time
Job Title: Account Management Professional

We are seeking a highly skilled Account Management Professional to join our team and manage daily new business, renewals, and customer service for our Personal Lines business. This role requires a strong understanding of account management principles and the ability to design and recommend insurance programs to clients.

Key Responsibilities:
  • Prequalify insurance prospects for insurability and quality of risk.
  • Maintain knowledge of carrier and wholesaler appetites and make recommendations during the marketing process.
  • Design insurance programs and recommend coverages to clients based on risk characteristics.
  • Submit complete and accurate insurance applications and related submission documentation to carriers.
  • Assist in sales presentations to prospective and existing clients on new and renewal business.
  • Explain coverage and exclusions to clients and document explanations in agency management system.
  • Review existing accounts/policies at least annually to round out accounts and address any changes in exposure.
  • Evaluate processes and procedures and recommend ways to gain efficiency and better serve our clients.

Salary: $70,000 - $90,000 per year, depending on experience.

Requirements:
  • 2+ years of experience in account management.
  • Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint.
  • Excellent written and verbal communication skills.
  • Valid Property and Casualty Insurance license.
  • Knowledge of Applied Epic agency management system is very helpful.

About Us: Intelligent Staffing is a leading provider of staffing solutions for the insurance industry. We are committed to delivering exceptional service and support to our clients and candidates.

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