Commercial Insurance Account Manager

Commercial Insurance Account Manager

Stahl & Associates Insurance, a Higginbotham Partner, has an immediate opening for a Commercial Insurance Account Manager for our Oldsmar, FL office.

Position Summary : The Commercial Lines Account Manager provides prompt, accurate, and courteous service to our clients, producers, and company personnel, while offering a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. Essential Tasks :

• Collectively plans, designs, and implements appropriate insurance programs for clients that coincide with agency guidelines
• Maintains knowledge of new developments or changes with various carriers and new Federal / State laws that may affect how our clients conduct business; consults, informs, and educates clients about coverage, exclusions, and exposures : documents electronic filing accordingly
• Generating premium allocations for clients; advanced Microsoft Excel proficiency
• Negotiating rate terms and conditions with Carriers on behalf of clients
• Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
• Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients' signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
• Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
• Consults, informs, and educates audit procedures to clients in conjunction with producer
• Set priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Core Competencies :

Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner

Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly

Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences

Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively

Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals

Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction

Dependability : Acknowledgment of the importance of being present and punctual.

Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome

Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously

Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education :

3-5 years of Commercial Property & Casualty Insurance experience required

Strong understanding in the complexities of working with condo associations / HOAs and solid experience with Florida property, wind, and flood required

Licensing and Credentials :

Active FL 2-20 Property & Casualty License required

Professional designations, such as CIC or CRIS preferred

Systems :

Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Location :

Oldsmar, FL

In-office or Hybrid work schedule available for qualified candidate

Physical Requirements :

Ability to lift 25 pounds

Repeated use of sight to read documents and computer screens

Repeated use of hearing and speech to communicate on telephone and in person

Repetitive hand movements, such as keyboarding, writing, 10-key

Walking, bending, sitting, reaching, and stretching in all directions

Perks & Benefits :

Generous employee benefits package which includes a robust wellness program

Employee Ownership Opportunities

Career progression opportunity - the potential for growth within the company

Excellent work / life balance

Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.